Should I invest in Franklin India Income Plus Arbitrage Active Fund of Funds?

We don't give personal investment advice. Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 5.4%. 5-year CAGR: 10.73%.

Franklin India

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

Latest NAV

₹22.2646

As of

17 Jul 2026

2,811 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.05%	-0.12%	+0.16	14 / 25	Q3
1W	+0.10%	-0.76%	+0.86	3 / 23	Q1
2W	+0.09%	-1.56%	+1.66	5 / 23	Q1
1M	+0.75%	-2.06%	+2.81	10 / 23	Q2
3M	+1.60%	-1.56%	+3.16	10 / 23	Q2
6M	+3.16%	-1.58%	+4.74	4 / 22	Q1
YTD	+3.18%	+1.54%	+1.64	10 / 22	Q2
1Y	+5.70%	+21.97%	-16.27	13 / 22	Q3
2Y	+8.98%	+16.46%	-7.48	11 / 21	Q3
3Y	+12.50%	+20.07%	-7.57	15 / 21	Q3
4Y	+12.02%	+18.90%	-6.88	19 / 20	Q4
5Y	+10.73%	+15.36%	-4.63	12 / 16	Q3
7Y	+8.41%	+15.65%	-7.25	11 / 12	Q4
10Y	+7.27%	+12.20%	-4.94	9 / 10	Q4
Inception	+7.12%	+12.52%	-5.40	22 / 25	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.18%	+1.54%	+1.64	10 / 22
2025	+13.83%	+37.66%	-23.83	10 / 21
2024	+11.62%	+16.56%	-4.94	18 / 21
2023	+14.53%	+20.40%	-5.87	12 / 21
2022	+3.76%	+6.02%	-2.25	11 / 18
2021	+25.32%	+13.00%	+12.32	5 / 14
2020	-13.96%	+15.44%	-29.40	13 / 13
2019	+7.98%	+12.58%	-4.60	6 / 11
2018	+0.44%	+2.60%	-2.16	7 / 10
2017	+11.08%	+10.47%	+0.62	4 / 10
2016	+7.69%	+9.71%	-2.03	9 / 10

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+7.93%

130 windows

min -22.4% · max 33.9%

85% positive

3-Year rolling

+7.21%

106 windows

min -5.9% · max 16.1%

90% positive

5-Year rolling

+6.58%

81 windows

min -1.4% · max 16.4%

96% positive

7-Year rolling

+6.49%

57 windows

min 4.7% · max 8.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.71%

3-year · annualised

Sharpe ratio

1.16

vs risk-free 6.5%

Sortino ratio

3.88

Downside-only deviation

Max drawdown

-3.98%

Sep 2024 → Nov 2024

% positive months

88.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Gold ETF Fund of Fund - Growth Option	HDFC	₹41.6114	17 Jul 2026
Nippon India Gold Savings Fund-Growth plan- Growth Option	Nippon India	₹53.2605	17 Jul 2026
ICICI Prudential BHARAT 22 FOF - Cumulative Option	ICICI Prudential	₹33.8784	17 Jul 2026
Aditya Birla Sun Life Gold Fund-Growth	Aditya Birla Sun Life	₹40.5275	17 Jul 2026
Kotak Gold Fund Growth	Kotak	₹53.5283	17 Jul 2026
HSBC Aggressive Hybrid Active FOF - Growth	HSBC	₹42.2271	17 Jul 2026
Tata Multi Sector Passive FOF Direct Plan Growth Option		₹9.9128	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹22.2646
16 Jul 2026	₹22.2539
15 Jul 2026	₹22.2464
14 Jul 2026	₹22.2407
13 Jul 2026	₹22.2472
10 Jul 2026	₹22.2430
9 Jul 2026	₹22.2360
8 Jul 2026	₹22.2336
7 Jul 2026	₹22.2473
6 Jul 2026	₹22.2496

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan is ₹22.2646. It's a Fund of Funds - Domestic from Franklin India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan has NAV history starting from 28 Nov 2014, a track record of about 11 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan is managed by Franklin India. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan has delivered a absolute return of 5.70% — -16.27 pp behind the Fund of Funds - Domestic category average of 21.97%. The fund ranks #13 of 22 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan has delivered a CAGR of 12.50% — -7.57 pp behind the Fund of Funds - Domestic category average of 20.07%. The fund ranks #15 of 21 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan has delivered a CAGR of 10.73% — -4.63 pp behind the Fund of Funds - Domestic category average of 15.36%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan exactly 10 years ago would be worth approximately ₹201,647 today — a multiplier of 2.02×, based on the 10-year CAGR of 7.27%. The category average over the same window would have grown ₹1 lakh to ₹316,294.

A ₹10,000 monthly SIP in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹792,274 today. That's an XIRR (money-weighted annualised return) of 11.06%.

A ₹10,000 monthly SIP for 10 years in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan = ₹1,200,000 invested. It would currently be worth ₹1,927,066 (multiplier 1.61×). XIRR: 9.16%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan ranks #12 out of 16 funds in the Fund of Funds - Domestic category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 15.36%; this fund delivered 10.73%.

The worst peak-to-trough decline Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan has experienced over the last 5-year window is 5.41% — its NAV fell from a high on 11 Apr 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan averaged 6.58% (best 16.43%, worst -1.37%). 96% of rolling windows ended positive. The 5-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan returned 13.83% — lagging the Fund of Funds - Domestic category average of 37.66% by 23.83 pp. It ranked #10 of 21 in its category that year.

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 5.4%. 5-year CAGR: 10.73%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.