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Franklin India Arbitrage Fund - Growth

Franklin India Arbitrage · Arbitrage
Low
₹11.03
Current NAV
25 Jun 2026
6.3%
1Y Return
6.3%
3Y CAGR
6.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
  • Very large asset base (AUM: ₹18,430 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (1.88%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.88
Sharpe Ratio
1.48
Beta
-1.12
Alpha
2.41
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Fund Details
Fund House Franklin India Arbitrage
Category Arbitrage
AUM ₹18430 Cr
Expense Ratio 1.88%
Min SIP ₹500
Min Lumpsum ₹1000
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