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: 10.99%.

Franklin India

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

Latest NAV

₹21.9699

As of

2 Jun 2026

2,779 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%	+0.48%	-0.53	22 / 23	Q4
1W	+0.06%	-0.78%	+0.84	5 / 23	Q1
2W	+0.04%	-0.18%	+0.22	10 / 23	Q2
1M	+0.14%	+1.67%	-1.53	12 / 23	Q3
3M	+0.80%	-2.89%	+3.68	5 / 22	Q1
6M	+2.33%	+9.44%	-7.12	10 / 22	Q2
YTD	+1.81%	+4.72%	-2.90	10 / 22	Q2
1Y	+5.74%	+32.47%	-26.73	12 / 22	Q3
2Y	+10.40%	+21.19%	-10.79	11 / 21	Q3
3Y	+12.73%	+22.72%	-10.00	15 / 21	Q3
4Y	+11.50%	+19.35%	-7.85	19 / 20	Q4
5Y	+10.99%	+16.09%	-5.09	11 / 16	Q3
7Y	+8.27%	+16.65%	-8.38	11 / 12	Q4
10Y	+7.49%	+13.27%	-5.79	9 / 10	Q4
Inception	+7.07%	+14.21%	-7.14	21 / 23	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	+1.81%	+4.72%	-2.90	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

+7.86%

129 windows

min -21.3% · max 36.1%

86% positive

3-Year rolling

+6.91%

104 windows

min -5.3% · max 16.5%

88% positive

5-Year rolling

+6.39%

80 windows

min -0.7% · max 16.3%

96% positive

7-Year rolling

+6.41%

56 windows

min 4.5% · 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

4.23%

3-year · annualised

Sharpe ratio

1.33

vs risk-free 6.5%

Sortino ratio

4.49

Downside-only deviation

Max drawdown

-3.98%

Sep 2024 → Nov 2024

% positive months

86.1%

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	₹45.8823	3 Jun 2026
Nippon India Gold Savings Fund-Growth plan- Growth Option	Nippon India	₹58.7284	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Cumulative Option	ICICI Prudential	₹34.5806	3 Jun 2026
Aditya Birla Sun Life Gold Fund-Growth	Aditya Birla Sun Life	₹44.7154	3 Jun 2026
Kotak Gold Fund Growth	Kotak	₹58.9671	3 Jun 2026
HSBC Aggressive Hybrid Active FOF - Growth	HSBC	₹40.6376	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹21.9699
1 Jun 2026	₹21.9809
29 May 2026	₹21.9458
27 May 2026	₹21.9511
26 May 2026	₹21.9569
25 May 2026	₹21.9541
22 May 2026	₹21.9419
21 May 2026	₹21.9458
20 May 2026	₹21.9552
19 May 2026	₹21.9606

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 02 Jun 2026, the NAV of Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan is ₹21.9699. 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 6 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 5.74% — -26.73 pp behind the Fund of Funds - Domestic category average of 32.47%. The fund ranks #12 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 12.73% — -10 pp behind the Fund of Funds - Domestic category average of 22.72%. 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 10.99% — -5.09 pp behind the Fund of Funds - Domestic category average of 16.09%. The fund ranks #11 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 ₹205,825 today — a multiplier of 2.06×, based on the 10-year CAGR of 7.49%. The category average over the same window would have grown ₹1 lakh to ₹347,741.

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 ₹791,960 today. That's an XIRR (money-weighted annualised return) of 11.04%.

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 ₹1,918,449 (multiplier 1.60×). XIRR: 9.07%. 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 #11 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 16.09%; this fund delivered 10.99%.

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 6.39% (best 16.27%, worst -0.66%). 96% of rolling windows ended positive. The 5-year Sharpe ratio is 0.91 — 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: 10.99%.

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