Axis Income Plus Arbitrage Active FOF(H-IDCW)

Ticker: mf15703
Decent 68/100

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Business Overview

Axis Income Plus Arbitrage Active Fund of Funds (H-IDCW) is designed for conservative investors seeking stable returns through a balanced approach to income generation. It invests primarily in arbitrage opportunities and debt instruments, making it suitable for those looking to mitigate risks while earning consistent income. This fund is ideal for individuals aiming to diversify their portfolio with a focus on capital preservation and moderate growth.

  • Suitable for conservative investors
  • Focuses on income generation
  • Invests in arbitrage and debt instruments
  • Aims for capital preservation
  • Helps in portfolio diversification

Investment Thesis

Axis Income Plus Arbitrage Active FOF offers a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver stable returns in a volatile market environment.

  • Backed by Axis Bank, a trusted name in Indian finance, ensuring strong governance.
  • Capitalizing on the growing demand for digital financial services in India.
  • Offers a diversified portfolio that mitigates risks while aiming for consistent income.
  • Valuation metrics indicate it is attractively priced relative to similar funds in the market.
  • Ideal for conservative investors seeking steady returns with lower volatility.
📊 Stock Investment Checklist (100 Points)
Axis Income Plus Arbitrage Active FOF(H-IDCW) • Updated: 2025-10-01 01:19:52
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit consistency is variable.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but is hindered by inconsistent profitability and moderate growth prospects. Investors should proceed with caution.