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

(Erstwhile Franklin India Multi - Asset Solution Fund of Funds- Growth Plan)

Category: Fund of Funds-Domestic-Hybrid
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 (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6.93 Cr As on (29-08-2025)
Turn over:
NAV (₹): 21.1725
₹ 0.01 ( 0.0368%)
as on 12-09-2025
CAGR Since Inception - 7.19%
NIFTY 500 TRI(40.00), NIFTY Short Duration Index(40.00), Domestic Price of Gold(20.00) - 13.46%

Fund Managers

Rohan Maru, Pallab Roy & Rahul Goswami


Investment Objective

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.

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

Scheme Performance (%) Data as on - 15-09-2025

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 11.26 13.47 15.22 7.71 7.19
Benchmark - - - - -
Fund of Funds-Domestic-Hybrid 5.84 14.49 15.44 11.61 11.85

RETURNS CALCULATOR for Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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 Performance and Risk Statistics of Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan

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-Domestic-Hybrid - - - - - -

PEER COMPARISION

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 FOF Gr 05-11-2014 11.26 14.9 13.47 15.22 7.71
ICICI Pru Passive Multi-Asset FOF Gr 13-01-2022 12.67 15.45 14.99 0.0 0.0
Motilal Oswal Asset Allocation FOF- C Reg Gr 12-03-2021 10.03 14.86 13.02 0.0 0.0
Motilal Oswal Asset Allocation FOF- A Reg Gr 10-03-2021 9.41 18.07 15.89 0.0 0.0
Nippon India Multi Asset Omni FoF Reg Plan Gr 07-02-2021 9.12 18.69 19.18 0.0 0.0
Quantum Multi Asset Active FOF Reg Plan Gr 05-04-2017 8.99 13.57 12.65 11.04 0.0
HDFC Multi-Asset Active FOF Gr 01-05-2021 8.05 15.4 15.54 0.0 0.0
HSBC Multi Asset Active FOF Gr 30-04-2014 7.41 17.95 17.03 19.22 14.18
Kotak Multi Asset Omni FOF Gr Reg 01-08-2004 7.29 18.16 18.29 20.12 14.85
ICICI Pru Asset Allocator Fund FOF Gr 10-12-2003 6.92 13.98 14.0 15.39 12.28

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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