MonitorDirect · Growth
Axis Income Plus Arbitrage Omni FOF
Axis Mutual FundFund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)6.6 years
- NAV
- 15.7236
- 15 Sept 2026
- 1Y
- +6.0%
- Trailing CAGR
- AUM
- ₹2,205.6 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+6.0%
- 3Y+7.9%
- 5Y+6.6%
- 10Yn/a
- SI+7.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.9%
- 3Y+7.3%
- 5Y+7.3%
- 10Yn/a
- Since inception
- +7.1%
- Calendar-day CAGR
- Excess 1Y
- -1.2%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- Worst rolling 3Y
- +5.1%
- 883 daily-ending windows
- Median rolling 3Y
- +6.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 398 daily-ending windows
- SIP 3Y XIRR
- +7.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 169 recovered episodes
- Longest recovery
- 68 days
- Trough to prior peak
- Current spell
- 1 days
- Days below latest peak
- Time below peak
- +57%
- NAV observations
9 Mar 2020 – 20 Apr 2020
Trough 23 Mar 2020 · recovered in 28 days
-2.7%
23 Apr 2020 – 14 May 2020
Trough 29 Apr 2020 · recovered in 15 days
-1.2%
7 Apr 2022 – 13 Jul 2022
Trough 6 May 2022 · recovered in 68 days
-1.1%
5 Aug 2020 – 3 Sept 2020
Trough 24 Aug 2020 · recovered in 10 days
-1.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
19
Vs category
42
Consistency
11
Risk-adjusted
66
Drawdown
93
Mean
46
Portfolio
31 Aug 2026 · 10 holdings · top 10 are 100.0%.
- Top 5
- 92.5%
- Top 10
- 100.0%
- Largest holding
- 39.8%
- Effective holdings
- 4.0
Axis Corporate Bond Fund Direct-Growth
Unspecified
39.8%
Axis Enhanced Arbitrage Fund Direct-Growth
Unspecified
23.5%
Birla Sun Life Enhanced Arbitrage Fund Direct-Growth
Unspecified
13.4%
Reliance Medium Term Fund Direct-Growth
Unspecified
13.3%
Birla Sun Life Short Term Direct Fund-Growth
Unspecified
2.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
UTI Income Plus Arbitrage Active Fund of Fund
UTI Mutual Fund
- 1Y
- +5.6%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.3%
- Sharpe
- 0.83
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Silver ETF FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +72.5%
- 3Y
- +44.0%
- Vol
- 34.5%
- Max DD
- -45.3%
- Sharpe
- 0.83
- 3Y win
- +84%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Silver Fund of Fund
Axis Mutual Fund
- 1Y
- +73.8%
- 3Y
- +44.4%
- Vol
- 35.3%
- Max DD
- -46.1%
- Sharpe
- 1.04
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Gold ETF Fund of Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +34.8%
- 3Y
- n/a
- Vol
- 34.6%
- Max DD
- -26.0%
- Sharpe
- 1.12
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mirae Asset Hang Seng TECH ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- -19.2%
- 3Y
- +13.7%
- Vol
- 36.9%
- Max DD
- -47.8%
- Sharpe
- 0.10
- 3Y win
- +34%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown