Axis Income Plus Arbitrage Passive Fof – Regular Plan – Growth – Demat/Physical
Axis Income Plus Arbitrage Passive Fof – Regular Plan – Growth – Demat/Physical
Low To Moderate Risk | Debt
Fund Overview
Launch Date
28 Oct 2025
End Date
11 Nov 2025
Allotment Date
12 Nov 2025
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
0.45%
Exit load
0 %
Minimum Investment Amounts
Minimum Investment (Rs.)
₹100.00
Minimum Additional Investment (Rs.)
₹100.00
Minimum SIP Investment (Rs.)
₹100.00
Fund Managment
Mr. Devang Shah
Managing this fund since 28th Oct 2025
Education
Experience
21 Years Work Experience
Fund House & Investment Objective
Axis Income Plus Arbitrage Passive Fof - Regular Plan - Growth - Demat/Physical
Date of Incorportation
04/09/2009
Total AUM
₹3,39,575.56 Cr
Fund House: Axis Mutual Fund Sponsor: Axis Bank Ltd. Fund Type: Open-ended fund of funds Investment Objective: To generate optimal returns over the medium term by investing in passive debt-oriented mutual fund schemes and arbitrage funds. Investment Horizon: Suitable for investors with a medium-term horizon (1-3 years) who want to earn returns slightly higher than fixed deposits with moderate volatility. Minimum Investment: ₹100 for both initial and subsequent investments. Taxation: This fund is structured to potentially benefit from equity taxation if held for over two years, which can result in lower tax incidence compared to pure debt funds. Entry/Exit Load: 0%. Benchmark: 65% NIFTY Short Duration Debt Index + 35% Nifty 50 Arbitrage TRI. Plans/Options: Regular Plan and Direct Plan, with Growth and Income Distribution cum Capital Withdrawal (IDCW) options available. Investment Mode: Demat or Physical.
Investment Objective
To generate optimal returns over the medium term by investing in passive debt-oriented mutual fund schemes and arbitrage funds.
Fund benchmark
NIFTY Short Duration Index
Fund House Contact Details
Address
One Lodha Place, 22nd & 23rd Floor, Senapati Bapat Marg, Lower Parel, Mumbai - 400013
Phone
1800-221-322
Launch Fund Date
28 Oct 2025
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Testimonial
Genuine Review Form Statisifed Customers
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FAQ's
Frequenlty Asked Question
Will I lose ownership of my mutual funds?
No, the mutual funds are just pledged. You continue to retain ownership and can repay the loan to unpledge them.
Will I get tax benefits through SIP investments?
Yes, SIPs in ELSS funds qualify for tax deductions under Section 80C up to ₹1.5 lakh annually.
How does SIP-to-SWP second income planning work?
SIPs help build a corpus first, later converted to monthly withdrawable income through SWP, ensuring reliable financial independence
What is the ideal duration for a SIP investment?
The longer the duration, the better the returns. Ideally, stay invested for at least 5–10 years for best results.
What is the role of the AMC in a New Fund Offering?
The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.
Do SIPs guarantee returns?
No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.
Do NFOs offer better returns than existing funds?
Not always. While some NFOs may perform well, they lack historical data. KSquare helps evaluate the potential.
How does a SIP work with KSquare?
With KSquare, you can automate monthly investments into mutual funds, allowing your money to grow with market performance and compounding.