MF Gyan
otherLow risk7 years oldSteady vs its 3-year pace

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option

A specialised fund. Check the scheme details for what it invests in. From Axis Mutual Fund. It's been running since 31 Jan 2020.

Latest price per unit
₹14.2402
▲ 0.06% today
As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.04 L
▲ ₹4.3k gain · 4.3% / year
Invested 3 years ago
₹1.18 L
▲ ₹18.5k gain · 5.8% / year
Invested 5 years ago
₹1.25 L
▲ ₹24.9k gain · 4.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.94 L
Gain / loss+₹14.3k
XIRR (annualised)5.28%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.95 L
Projected gain*+₹15.4k
*at this fund's historical rate of 5.28% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 107 other funds in Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)

Same plan
1-year return
4.32%median 6.89% (-2.57%)
Rank #54 of 108Beats 25% of peers
3-year return
5.82%median 13.77% (-7.95%)
Rank #29 of 108Beats 13% of peers
5-year return
4.55%median 6.72% (-2.17%)
Rank #17 of 108Beats 20% of peers
Bumpiness (3Y)
2.50%median 18.37% (-15.87%)
Rank #15 of 108Less risky than 86% of peers
Worst-ever drop
-3.09%median -17.28% (+14.20%)
Rank #84 of 108Less risky than 22% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 7 of last 7 years were positive.

+9%
2020
+5%
2021
+2%
2022
+5%
2023
+7%
2024
+6%
2025
+2%
2026
Best year
2020 · 9.47%
Worst year
2022 · 1.64%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
2.5%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-3.09%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option against other other funds.

Technical details (for the pros)
CAGR — 1 year4.32%
CAGR — 3 years5.82%
CAGR — 5 years4.55%
CAGR — since launch5.50%
Volatility — 1 year (annualised)2.07%
Volatility — 3 years (annualised)2.50%
Max drawdown — 1 year-2.01%
Max drawdown — 3 years-2.43%
Sharpe ratio — 1 year (rf=6%)-0.78
Sharpe ratio — 3 years (rf=6%)-0.05

Fund info

Fund house
Axis Mutual Fund
Category
Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)
Plan
Direct
Option
IDCW
ISIN (Growth)
INF846K01U25
ISIN (Div re-invest)
INF846K01U17
Fund code
147895
First price on record
31 Jan 2020 · 1,600 daily prices

About Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option is a Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) offered by Axis Mutual Fund under the Direct plan with the IDCW option. It has approximately 7 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option is ₹14.2402 (as of 3 Sep 2026). Historically, it has delivered 4.31% over the last year, 5.82% CAGR over 3 years, 4.55% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 2.5% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 3.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option?+

The latest NAV of Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option is ₹14.2402 as of 3 Sep 2026, up 0.06% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option?+

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option has delivered 1-year return 4.31%, 3-year CAGR 5.82%, 5-year CAGR 4.55%, since-inception CAGR 5.50%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option belong to?+

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option is categorised as Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic). A specialised fund. Check the scheme details for what it invests in.

How risky is Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option?+

Based on its 3-year annualised volatility of 2.5%, Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option a direct plan?+

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option?+

Axis Income Plus Arbitrage Omni FOF - Direct Plan - Annual IDCW Option has NAV history available from 31 Jan 2020 — approximately 7 years of track record and 1,600 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.