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Axis Income Plus Arbitrage Passive FOF About the Fund:

In a high-tax world, smart choices can help boost your take-home returns. While, pure Debt Mutual Funds and Fixed Deposits are taxed at slab rate, Income Plus Arbitrage Passive FoF enjoys LTCG tax rate of 12.5% for holdings over 24 months—helping top-bracket investors grow wealth smarter with relatively low risk.
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Choosing the Right Investment Product

When building your portfolio, the key is matching options to your goals—balancing growth, risk, and taxes. Axis Income Plus Arbitrage Passive FoF stands out with its smart blend: <65% in debt passive MFs/ETFs and the rest in arbitrage funds.

Axis Income Plus Arbitrage Passive FOF

(source: axismf.com)


Short to Medium Duration Strategies: Optimal Risk-Adjusted Returns

In a stable interest rate landscape, short-to-medium duration strategies have historically outperformed fixed deposits on a 3 years returns basis  70% of the times over the past 10 years (Sep 2015–Sep 2025) while offering better risk-adjusted returns throughout market ups and downs.

Axis Income Plus Arbitrage Passive FOF

Active vs. Passive: Tailoring Your Income Plus Arbitrage Strategy

In the Income Plus Arbitrage space, active and passive approaches offer distinct paths to alpha—active for tactical edge, passive for potentially steady, low-cost efficiency.

Axis Income Plus Arbitrage Passive FOF

(source: axismf.com)

Axis Income Plus Arbitrage Passive FOF NFO Scheme Details:

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

Mutual Fund Axis Mutual Fund
Scheme Name Axis Income Plus Arbitrage Passive FOF
Objective of Scheme To generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds. There is no assurance that the investment objective of the Scheme will be achieved.
Scheme Type Open Ended
Scheme Category Other Scheme – FoF Domestic
New Fund Launch Date 28 Oct 2025
New Fund Earliest Closure Date 11 Nov 2025
New Fund Offer Closure Date 11 Nov 2025
Indicate Load Separately NIL
Minimum Subscription Amount Rs. 100/- and in multiples of Rs. 1/- thereof
For Further Details Please Visit Website https://www.axismf.com

 

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Axis Income Plus Arbitrage Passive FOF NFO

Application Form

 

(source: axismf.com)

Axis Income Plus Arbitrage Passive FOF NFO Riskometer:

(source: axismf.com)