| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 05-11-2014 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI(40.00), NIFTY Short Duration Index(40.00), Domestic Price of Gold(20.00) |
| Expense Ratio: 0.54% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 99.64 Cr As on (28-11-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan | 11.95 | 13.19 | 13.96 | 7.93 | 7.17 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 6.11 | 9.18 | 8.35 | 8.06 | 4.64 |
Rohan Maru, Pallab Roy & Rahul Goswami
The objective of the Scheme is to generate income for investors through investment in a portfolio of debtoriented and arbitrage schemes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan | 4.83 | 1.28 | 3.63 | 0.33 | - | - |
| Fund of Funds-Income Plus Arbitrage | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan | 05-11-2014 | 11.95 | 13.96 | 13.19 | 13.96 | 7.93 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 7.48 | 8.59 | 7.72 | 6.32 | 0.0 |
| Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth | 17-11-2022 | 7.34 | 8.23 | 7.97 | 0.0 | 0.0 |
| Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option | 01-12-2006 | 7.28 | 7.71 | 7.33 | 5.76 | 6.94 |
| Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth | 13-09-2004 | 6.94 | 7.62 | 7.2 | 5.58 | 6.99 |
| ICICI Prudential Income Plus Arbitrage Omni FOF - Growth | 18-12-2003 | 6.04 | 9.83 | 10.92 | 10.15 | 9.05 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 4.69 | 7.43 | 7.2 | 5.69 | 6.41 |
| DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth | 21-08-2014 | 3.73 | 10.67 | 9.58 | 6.25 | 7.52 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | -0.46 | 7.73 | 11.55 | 13.12 | 11.6 |