MonitorDirect · GrowthWatch before adding
Axis Income Plus Arbitrage Omni FOF
Axis Mutual FundFund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic)6.7 years
The Scheme seeks to generate optimal returns over medium term by investing primarily in debt oriented mutual fund schemes.
- NAV
- 15.7611
- 27 Oct 2026
- 1Y
- +5.2%
- Trailing CAGR
- AUM
- ₹2,222.05 Cr
- 30 Sept 2026
- Volatility
- Low
- 2.2% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Peak-to-trough drawdown has stayed shallower than 15%.
Prefer peers if · Prefer UTI Income Plus Arbitrage Active Fund of Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
6.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.06% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -2.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
0% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Anagha Darade · 2.6 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+5.2%
- 3Y+7.9%
- 5Y+6.6%
- 10Yn/a
- SI+7.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.0%
- 3Y+6.8%
- 5Y+7.1%
- 10Yn/a
- Since inception
- +7.0%
- Calendar-day CAGR
- Excess 1Y
- +0.9%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 19
- Vs comparable share classes
- SIP 3Y XIRR
- +6.8%
- Simulated monthly SIP
- Worst rolling 3Y
- +5.1%
- 912 daily-ending windows
- Median rolling 3Y
- +6.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 427 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -2.7%
- Worst peak-to-trough
- Current
- -0.1%
- Below last peak
- Current spell
- 6 days
- Days below latest peak
- Time below peak
- +58%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 172 recovered episodes
- Longest recovery
- 68 days
- Trough to prior peak
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
56
Consistency
11
Risk-adjusted
49
Drawdown
93
Mean
46
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Portfolio
30 Sept 2026 · 7 holdings · top 10 are 100.0%.
- Top 5
- 95.5%
- Top 10
- 100.0%
- Largest holding
- 40.1%
- Effective holdings
- 4.0
Axis Corporate Bond Fund Direct-Growth
Unspecified
40.1%
Axis Enhanced Arbitrage Fund Direct-Growth
Unspecified
23.6%
Birla Sun Life Enhanced Arbitrage Fund Direct-Growth
Unspecified
13.6%
Kotak Arbitrage Fund Direct-Growth
Unspecified
9.2%
Reliance Medium Term Fund Direct-Growth
Unspecified
9.1%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
UTI Income Plus Arbitrage Active Fund of Fund
UTI Mutual Fund
- 1Y
- +4.9%
- 3Y
- n/a
- Vol
- 0.9%
- Max DD
- -0.3%
- Sharpe
- -0.32
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Mirae Asset Hang Seng TECH ETF Fund of Fund
Mirae Asset Mutual Fund
- 1Y
- -23.5%
- 3Y
- +14.7%
- Vol
- 36.6%
- Max DD
- -47.8%
- Sharpe
- 0.05
- 3Y win
- +34%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Aditya Birla Sun Life Silver ETF FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +30.7%
- 3Y
- +36.7%
- Vol
- 34.3%
- Max DD
- -48.6%
- Sharpe
- 0.69
- 3Y win
- +85%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Axis Silver Fund of Fund
Axis Mutual Fund
- 1Y
- +32.0%
- 3Y
- +37.1%
- Vol
- 35.1%
- Max DD
- -48.8%
- Sharpe
- 0.88
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Baroda BNP Paribas Gold ETF Fund of Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 33.2%
- Max DD
- -26.0%
- Sharpe
- 0.84
- 3Y win
- n/a
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER