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Franklin India Income Plus Arbitrage Active Fund of Funds - Direct - IDCW

Franklin India Income Plus Arbitrage Active · Arbitrage
Low
₹25.08
Current NAV
25 Jun 2026
7.9%
1Y Return
5.4%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.44%.
  • Very large asset base (AUM: ₹15,090 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.54
Sharpe Ratio
1.34
Beta
-2.46
Alpha
0.62
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Fund Details
Fund House Franklin India Income Plus Arbitrage Active
Category Arbitrage
AUM ₹15090 Cr
Expense Ratio 0.44%
Min SIP ₹500
Min Lumpsum ₹1000
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