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Axis Income Plus Arbitrage Passive FOF - Direct Plan - Growth Option

Axis · Scheme 153924

10.53 0.11%NAV · 2026-09-18
70
Decent FundScore
Start SIP
AUM
₹109 cr
Expense ratio
0.06%
3Y CAGR
Risk level
Low
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Devang ShahExit load: Nil
Decent · 70/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 0%.
  • Low volatility (1% a year) — a steady, low-drama ride.
  • Low cost — 0.06% expense ratio means more of the return stays with you.
  • Max drawdown: -0%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe -0.15) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: -0.15
  • Sortino ratio: -0.29

FundScore breakdown

70/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
25
Risk-adjusted
Weak
100
Downside protection
Excellent
84
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.