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Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW

Franklin India Income Plus Arbitrage Active · Arbitrage
Low
₹22.17
Current NAV
25 Jun 2026
5.9%
1Y Return
6.4%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.14).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
0.64
Sharpe Ratio
0.54
Beta
5.14
Alpha
0.79
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Fund Details
Fund House Franklin India Income Plus Arbitrage Active
Category Arbitrage
AUM ₹190 Cr
Expense Ratio 1.34%
Min SIP ₹500
Min Lumpsum ₹1000
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