Other FoFs (Domestic) Low to Moderate Risk
To generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.58% | 1.48% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 5.54% |
| Category returns | 3.46% | -0.39% | 1.33% | 3.86% | 6.75% | 8.53% | 12.44% | 11.17% | 10.92% | 10.21% | N/A |
| Absolute returns | 0.68% | 1.42% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 2.65% |
| Rank within category | 28 | 2 | 39 | 36 | 28 | 26 | 26 | 25 | 23 | 20 | N/A |
| Total Schemes in Category | 45 | 43 | 38 | 35 | 27 | 25 | 25 | 24 | 22 | 19 | N/A |
| FoFs (Domestic) | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 1.89% |
| Q1 returns | N/A | 1.23% |
| Q2 returns | N/A | 0.65% |
| Q3 Returns | N/A | N/A |
| Q4 Returns | N/A | N/A |
Expense ratio: 0.37%
Inclusive of GST
Exit load
NIL
| Alpha | -0.0148225 |
| Beta | 0.1684 |
| Sharpe Ratio | -0.610463 |
| Sortino Ratio | -0.45285 |
| R-Squared | 0.4698 |
| Tracking Error | 0.4831 |
| Downside Risk | 0.0701 |
| Std. Deviation (Annualised) | 0.4787 |
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi - Asset Omni FoF - Regular Plan - Growth | 7.91% | -1.52% | 2.8% | 7.69% | 13.12% | 19.52% | 17.06% | 0% | 17.4% | 2,236.42 | 1.10 | 0.42 | Very High |
| Aditya Birla Sun Life Multi-Asset Omni FOF - Regular Plan - Growth | 6.91% | -5.94% | 3.06% | 9.13% | 13.09% | 17.8% | 13.65% | 12.92% | 10.59% | 345.88 | 1.17 | 0.35 | Very High |
| Kotak Multi Asset Omni FOF - Growth | 6.01% | -5.01% | 0.5% | 7.41% | 12.85% | 17.33% | 16.81% | 15.02% | 15.98% | 2,274.14 | 1.07 | 0.37 | Very High |
| HSBC Multi Asset Active FOF - Regular Plan - Growth | 8.74% | -0.71% | 5.62% | 11.08% | 18.88% | 16.8% | 13.52% | 12.28% | 12.26% | 83.89 | 1.51 | 0.32 | Very High |
| ICICI Prudential Aggressive Hybrid Active FOF - Growth | 7.01% | -3.34% | -6.23% | -3.48% | 0.62% | 16.52% | 16% | 15.14% | 14.76% | 8,210.94 | 1.49 | 0.29 | Very High |
| HDFC Multi-Asset Active FOF - Regular Plan - Growth | 4.8% | -2.88% | -0.5% | 3.83% | 6.76% | 14.49% | 0% | 0% | 13.6% | 5,440.86 | 1.13 | 0.36 | Moderately High |
| Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth | 10.66% | 3.5% | 0.78% | 3.93% | 8.08% | 14.49% | 11.77% | 10.12% | 10.07% | 17.89 | 0.57 | 0.24 | High |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 5.97% | -0.23% | 3.16% | 9.17% | 13.05% | 14.33% | 0% | 0% | 12.23% | 1,468.69 | 0.58 | 0.36 | High |
| Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Regular Plan - Growth | 4.56% | -0.97% | 2.52% | 7.1% | 12.82% | 13.97% | 10.9% | 0% | 11.01% | 72.10 | 0.47 | 0.39 | High |
| Axis Income Plus Arbitrage Passive FOF - Regular Plan - Growth Current | 0.58% | 1.48% | 0% | 0% | 0% | 0% | 0% | 0% | 5.54% | 97.44 | 0.37 | -0.61 | Low to Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 96.36% |
| Cash & Cash Equivalents and Net Assets | 3.64% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund - Direct Plan - Growth Option | Domestic Mutual Funds Units | 60.11% | |
| Axis Arbitrage Fund Direct Plan Growth | Domestic Mutual Funds Units | 36.25% | |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 3.13% | |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.52% | |
| Total | 100.00% |
Mr. Devang Shah has 9 years total experience. He is with Axis Asset Management Co. Ltd. from October 16, 2012 till date. His previous experience includes Pricewaterhouse Coopers, Deutsche AMC & ICICI Prudential AMC.
RETURNS
It is an Open ended scheme that primarily invests in FoFs (Domestic).
To generate optimal returns over medium term by investing in passive debt oriented mutual fund schemes and arbitrage funds.
The scheme benchmark is the Nifty 50 Arbitrage - TRI
It is classified as Low to Moderate Risk, suitable for investors with a Low to Moderate risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.27 (approx.) for the Axis Income Plus Arbitrage Passive FOF - Regular Plan - Growth.
The fund’s AUM is approximately ₹97 Cr.
The expense ratio for the Regular Plan is 0.37.
NIL.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Devang Shah, Aditya Pagaria, Hardik Satra, Karthik Kumar
This fund is suitable for investors with a Low to Moderate risk tolerance.
Get personalized Portfolio Management Services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
