Home Funds Franklin India Income Plus Arbitrage Active Fund o

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct

Franklin India Income Plus Arbitrage Active · Arbitrage
Low
₹25.08
Current NAV
25 Jun 2026
5.3%
1Y Return
6.8%
3Y CAGR
6.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.98%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • 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
1.68
Sharpe Ratio
0.68
Beta
-2.32
Alpha
2.32
Sortino
Fund Details
Fund House Franklin India Income Plus Arbitrage Active
Category Arbitrage
AUM ₹5730 Cr
Expense Ratio 0.98%
Min SIP ₹500
Min Lumpsum ₹1000
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