Axis Income Plus Arbitrage Active FOF

Benefits of

Tax-Efficient Wealth Creation : The fund offers a solution with long-term capital gains tax rate of 12.5% on holdings over two years, which is lower than the tax rates applicable to traditional debt instruments, having the potential to enhance post-tax returns for investors.

Balanced and Dynamic Allocation : The Axis Income Plus Arbitrage Active FOF invests in debt-oriented mutual fund schemes across various AMCs, actively managing duration and credit based on market conditions. It also allocates to arbitrage funds, potentially offering tax advantages depending on the allocation.

Superior Risk-Return Profile : The fund aims to deliver a competitive risk-return profile.

Diversification Across Top AMCs and Instruments : By investing in multiple debt-oriented mutual fund schemes from top asset management companies and arbitrage funds, it offers diversification benefits.

Low Expense Ratio and Cost Efficiency : As on 30th April 2025, the direct plan has a lower expense ratio of 0.05% and regular plan 0.45% ensuring that more of the investors’ money is put to work rather than spent on fees.

Flexibility and Liquidity : The fund allows investors to enter or exit at any time without lock-in periods, providing liquidity and flexibility along with a moderate risk profile suitable for medium-term investors with an investment horizon of at least 2 years.