Axis Income Plus Arbitrage Active Direct Quarterly IDCW: NAV Today, Performance Review and Should You Invest?

Axis Income Plus Arbitrage Active Direct Quarterly IDCW is an open ended fund of funds that invests domestically across multiple asset classes such as equity, debt and gold through underlying funds, offered by Axis Mutual Fund. This review covers the latest NAV, historical returns, plan details and whether it fits your investment goals as an open ended hybrid scheme.

The scheme carries ISIN INF846K01U66 and is classified under Other Scheme – FoF Domestic. Read on for a full breakdown of Axis Income Plus Arbitrage Active Direct Quarterly IDCW NAV history and returns before you decide how it fits your portfolio.

Click Here – Get Free Investment Predictions

About Axis Income Plus Arbitrage Active Direct Quarterly IDCW

Axis Income Plus Arbitrage Active Direct Quarterly IDCW is offered by Axis Mutual Fund and was first launched on 31-01-2020, giving it a track record of about 6.5 years. The scheme falls under the Other Scheme – FoF Domestic category as classified by AMFI.

This particular scheme code represents a Direct Plan, which is bought straight from the fund house without a distributor, so it usually carries a lower expense ratio than the Regular Plan of the same scheme, structured under a Quarterly IDCW option, where income is declared and distributed to unit holders every quarter. Investors evaluating Axis Income Plus Arbitrage Active Direct Quarterly IDCW should confirm they are selecting the correct plan and option combination that matches their needs before investing.

Axis Mutual Fund is registered with SEBI and, like every other fund house, reports scheme performance and portfolio holdings to AMFI on a regular basis. Every mutual fund scheme in India, regardless of the AMC that manages it, is governed by SEBI Mutual Fund Regulations, which set rules around disclosure, expense ratios and investor protection that fund houses must follow.

Axis Income Plus Arbitrage Active Direct Quarterly IDCW NAV and Performance

As on 24-07-2026, Axis Income Plus Arbitrage Active Direct Quarterly IDCW NAV stands at Rs 12.2173. The table below summarises its performance across available time periods, calculated using official historical NAV data.

Metric	Value
Current NAV	Rs 12.2173 (as on 24-07-2026)
1 Year Return	+1.96%
3 Year CAGR	+3.85%
5 Year CAGR	+1.61%
Since Inception Cagr	+3.13%
Inception Date	31-01-2020
Category	Hybrid (Moderately High Risk)

Axis Income Plus Arbitrage Active Direct Quarterly IDCW returns shown above are point to point and computed from official historical NAV data. Returns for periods below 1 year are absolute, while 1 year and above are shown as CAGR (compounded annual growth rate).

Axis Income Plus Arbitrage Active Direct Quarterly IDCW: Plan and Option Explained

Axis Income Plus Arbitrage Active Direct Quarterly IDCW is structured as a Direct Plan. In India, every open ended mutual fund scheme typically offers both a Direct Plan and a Regular Plan. The Direct Plan is bought straight from the AMC without a distributor and carries a lower expense ratio, while the Regular Plan of the same underlying portfolio is bought through a distributor and carries a marginally higher expense ratio that compensates the distributor.

On the option side, Axis Income Plus Arbitrage Active Direct Quarterly IDCW uses a Quarterly IDCW option, where income is declared and distributed to unit holders every quarter. Investors who want compounding without receiving cash payouts typically prefer Growth, while those who want periodic cash flow may prefer an IDCW or Dividend option, keeping in mind that payouts reduce the NAV to that extent.

Should You Invest in Axis Income Plus Arbitrage Active Direct Quarterly IDCW?

Whether Axis Income Plus Arbitrage Active Direct Quarterly IDCW suits you depends on your risk appetite, time horizon and financial goal. Suited to investors who want diversification across asset classes in a single fund rather than managing allocation on their own. It sits in the Hybrid category, which is classified as Moderately High Risk, so investors should size their allocation to this scheme according to how much volatility they can tolerate.

Investors considering Axis Income Plus Arbitrage Active Direct Quarterly IDCW should also compare it against other schemes in the same hybrid category using a screener, check the expense ratio and exit load in the latest factsheet, and align the investment horizon with the recommended holding period for this category before committing fresh money.

Compare Axis Income Plus Arbitrage Active Direct Quarterly IDCW Against Other Hybrid Funds on the Univest Screener

How to Invest in Axis Income Plus Arbitrage Active Direct Quarterly IDCW via Univest

To invest in Axis Income Plus Arbitrage Active Direct Quarterly IDCW, log in to your Univest account and complete your KYC if you have not already done so. Search for it by scheme name or AMC within the mutual fund section.

Decide between a lumpsum investment or a monthly SIP based on your cash flow, enter the amount, and confirm the order. You can track Axis Income Plus Arbitrage Active Direct Quarterly IDCW NAV and returns anytime from your Univest portfolio dashboard.

Download the Univest iOS App or Univest Android App to track Axis Income Plus Arbitrage Active Direct Quarterly IDCW NAV live and manage your mutual fund portfolio.

Risks of Investing in Axis Income Plus Arbitrage Active Direct Quarterly IDCW

• Returns depend on the fund manager's asset allocation calls across the underlying funds.
• An extra layer of fund-of-funds expenses applies on top of the underlying funds.
• Multi asset exposure can still see meaningful swings when equity markets fall.

These risks apply broadly to the Hybrid category that Axis Income Plus Arbitrage Active Direct Quarterly IDCW belongs to. Always read the Scheme Information Document (SID) of this scheme for the complete, fund specific risk factors before investing.

Conclusion

Axis Income Plus Arbitrage Active Direct Quarterly IDCW is an open ended fund of funds that invests domestically across multiple asset classes such as equity, debt and gold through underlying funds. With a current NAV of Rs 12.2173 and a since inception CAGR of +3.13%, it has a track record investors can evaluate against their own goals. As with any hybrid investment, review the latest factsheet, expense ratio and exit load and consult your financial advisor to check suitability before investing. This article is for informational purposes as per SEBI RA INH000013776.

FAQs on Axis Income Plus Arbitrage Active Direct Quarterly IDCW

What is the current NAV of Axis Income Plus Arbitrage Active Direct Quarterly IDCW?

Ans. Its latest available NAV is Rs 12.2173 as on 24-07-2026. NAV changes every business day based on the value of the securities the scheme holds.

What are the returns of Axis Income Plus Arbitrage Active Direct Quarterly IDCW?

Ans. It has delivered a 1 year return of +1.96%, a 3 year CAGR of +3.85% and a 5 year CAGR of +1.61%. Past returns do not guarantee future performance.

Can I invest in Axis Income Plus Arbitrage Active Direct Quarterly IDCW right now?

Ans. Yes, it is an open ended scheme, which means investors can generally invest or redeem units on any business day at the applicable NAV, subject to any exit load mentioned in the scheme documents.

Is Axis Income Plus Arbitrage Active Direct Quarterly IDCW a Direct Plan or a Regular Plan?

Ans. This specific scheme is the Direct Plan. a Direct Plan, which is bought straight from the fund house without a distributor, so it usually carries a lower expense ratio than the Regular Plan of the same scheme.

What is the Quarterly IDCW option in Axis Income Plus Arbitrage Active Direct Quarterly IDCW?

Ans. It is structured under a Quarterly IDCW option, where income is declared and distributed to unit holders every quarter.

What category does Axis Income Plus Arbitrage Active Direct Quarterly IDCW belong to and how risky is it?

Ans. It falls under the Hybrid category and is classified as Moderately High Risk. Suited to investors who want diversification across asset classes in a single fund rather than managing allocation on their own.

How can I check Axis Income Plus Arbitrage Active Direct Quarterly IDCW live on Univest?

Ans. You can track its NAV, category peers and other mutual fund and stock data through the Univest Screener and app after logging in to your Univest account.

Who manages Axis Income Plus Arbitrage Active Direct Quarterly IDCW?

Ans. It is managed by Axis Mutual Fund as per the fund house's official scheme disclosures. Fund manager names can change over time, so investors should check the latest factsheet on the AMC website for the current manager.