Axis Income Plus Arbitrage Active Fund of Funds Direct Growth
Scheme code: INF846K01U09
NAV value:
₹ 15.2710
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Other
Asset category: FoF Domestic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 2.48 | 11.14 | 7.37 | 7.00 | 37.82 |
| 3 year | 5.07 | 8.46 | 6.43 | 6.72 | 23.45 |
| 5 year | 6.62 | 7.53 | 6.85 | 6.92 | 10.6 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
| ||||||||||||||||||||||||||||||||
| NIFTY 100 |
| ||||||||||||||||||||||||||||||||
| NIFTY 200 |
| ||||||||||||||||||||||||||||||||
| NIFTY 500 |
|
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,37,558 - Absolute Returns: ₹37,558 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,94,956 - Absolute Returns: ₹3,94,956 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,05,374 - Absolute Returns: ₹12,05,374 - CAGR: %Drawdown Metrics
Max Drawdown
-2.75 %
Drawdown Duration
0 months
Recovery Time
1 months
Avg Drawdown
-0.14 %
Calmar Ratio by Duration
1
Y
2.5474
3
Y
2.4455
5
Y
2.5183
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 1.26 | 0.02 | 6.5 | -4.3 | 7.72 % | 4.00 % |
| 3 years | 1.35 | 0.03 | 8.1 | -3.1 | 8.02 % | 11.28 % |
| 5 years | 0.30 | 0.02 | 6.1 | -2.4 | 6.87 % | 9.44 % |
| 7 years | -0.39 | 0.02 | 5.4 | -2.0 | 6.18 % | 10.40 % |
| 10 years | -2.22 | 0.02 | 5.4 | -2.0 | 4.29 % | 7.17 % |
| 12 years | -2.93 | 0.02 | 5.4 | -2.0 | 3.56 % | 5.94 % |
| 15 years | -3.63 | 0.02 | 5.4 | -2.0 | 2.84 % | 4.73 % |