Axis Income Plus Arbitrage Omni FOF

Income-oriented debt or money-market exposure

To generate optimal returns over medium term by investing primarily in active and passive debt oriented mutual fund schemes and arbitrage funds. There is no assurance that the investment objective of the Scheme will be achieved.

How the money may be invested

Units of Mutual Fund Schemes - (95%-100%) Of which: Units of active and passive debt oriented mutual fund schemes - (50%-65%) Units of arbitrage funds - (35%-50%) Money Market Instruments - (0%-5%) *Currently investments will be in actively managed arbitrage funds. However, the scheme may invest in passively managed arbitrage funds as and when such schemes are available for investment in the future. ^Residual portion of upto 5% of the net assets of the Scheme is provided for liquidity purposes. For liquidity purposes, the Scheme would invest in ‘liquid assets’ as per clause 5.6.1 of SEBI Master Circular of Mutual funds as amended from time to time.

SEBI category

Hybrid FOF

Fund type

An open ended fund of funds scheme investing in active and passive debt oriented mutual fund schemes and arbitrage funds.

Primary benchmark

65% NIFTY Composite Debt Index +35% Nifty 50 Arbitrage TRI

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Mr. Devang Shah, Mr. Hardik Shah and Ms. Anagha Darade

Manager tenure on this scheme

Since Mr. Devang Shah – 1st February 2023, Hardik Shah – 5th April 2024, Anagha Darade – 5th April 2024

Role / co-management

Mr. Devang Shah - Comanage/Fixed Income, Mr. Hardik Shah - Comanage/Fixed Income, Ms. Anagha Darade - Comanage/Fixed Income

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 0.54%, Direct 0.06%

Exit load

Nil

Minimum application

100 · multiples of 1

SIP frequency

SIP - Daily / Weekly / Monthly / Yearly SWP - Weekly / Monthly / Quarterly / Halfyearly / Yearly STP - Daily / Weekly / Fortnightly / Monthly / Quarterly

Minimum SIP amount

SIP Daily, Weekly - 100, Monthly 100.00, SIP Yearly - 12000.00 SWP - 1000 STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.00

Minimum instalments

SIP Daily -6, Weekly - 6 Monthly - 6 SIP - Yearly - 3 SWP - Weekly - 5, Monthly - 6, Quarterly - 4, Halfyearly - 4, Yearly - 2 STP - Daily -6, Weekly - 6, Fortnightly -6, Monthly - 6, Quarterly -2.

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.