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Franklin India Arbitrage Fund - IDCW

Franklin India Arbitrage · Arbitrage
Low
₹11.03
Current NAV
25 Jun 2026
7.5%
1Y Return
5.5%
3Y CAGR
6.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.30).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • 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
1.80
Sharpe Ratio
0.50
Beta
4.30
Alpha
2.16
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Fund Details
Fund House Franklin India Arbitrage
Category Arbitrage
AUM ₹350 Cr
Expense Ratio 1.70%
Min SIP ₹500
Min Lumpsum ₹1000
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