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 - Direct 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: 5.2%. 5-year CAGR: 11.94%.

Franklin India

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

Latest NAV

₹24.8495

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%	+0.29%	-0.34	122 / 141	Q4
1W	+0.07%	-4.10%	+4.17	44 / 146	Q2
2W	+0.05%	-3.71%	+3.76	66 / 146	Q2
1M	+0.17%	-1.37%	+1.54	90 / 146	Q3
3M	+0.88%	-4.09%	+4.97	36 / 142	Q2
6M	+2.49%	+5.38%	-2.89	51 / 128	Q2
YTD	+1.95%	+0.92%	+1.03	51 / 130	Q2
1Y	+6.15%	+26.48%	-20.33	50 / 111	Q2
2Y	+11.14%	+14.22%	-3.08	34 / 85	Q2
3Y	+13.59%	+13.46%	+0.13	42 / 78	Q3
4Y	+12.41%	+8.74%	+3.66	40 / 67	Q3
5Y	+11.94%	+3.43%	+8.51	24 / 53	Q2
7Y	+9.14%	+0.33%	+8.80	29 / 39	Q3
10Y	+8.53%	-3.29%	+11.82	25 / 36	Q3
Inception	+8.22%	+13.78%	-5.56	86 / 146	Q3

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	+1.95%	+4.98%	-3.03	50 / 124
2025	+14.56%	+36.63%	-22.07	41 / 86
2024	+12.70%	+17.92%	-5.22	54 / 74
2023	+15.61%	+19.60%	-3.99	37 / 70
2022	+4.77%	-5.29%	+10.06	21 / 60
2021	+26.51%	+15.46%	+11.06	14 / 48
2020	-13.40%	+14.30%	-27.70	40 / 41
2019	+8.75%	+11.39%	-2.64	18 / 38
2018	+1.42%	+3.51%	-2.09	26 / 36
2017	+13.00%	+12.36%	+0.64	17 / 36
2016	+9.59%	+9.81%	-0.23	18 / 36

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

+9.03%

129 windows

min -20.8% · max 37.3%

87% positive

3-Year rolling

+8.02%

104 windows

min -4.3% · max 17.6%

90% positive

5-Year rolling

+7.43%

80 windows

min 0.6% · max 17.3%

100% positive

7-Year rolling

+7.47%

56 windows

min 5.7% · max 9.8%

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

4.26%

3-year · annualised

Sharpe ratio

1.50

vs risk-free 6.5%

Sortino ratio

5.44

Downside-only deviation

Max drawdown

-3.85%

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 Diversified Equity All Cap Active FOF - Direct Plan - Growth Plan	HDFC	₹9.6507	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - Direct Plan - Growth Option	Nippon India	₹20.6106	3 Jun 2026
SBI GOLD FUND- DIRECT PLAN - GROWTH	SBI	₹47.1772	3 Jun 2026
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option	ICICI Prudential	₹34.5923	3 Jun 2026
Invesco India Gold ETF Fund of Fund - Direct Plan - Growth	Invesco	₹44.7329	3 Jun 2026
Bandhan Aggressive Hybrid Passive FOF - Direct Plan - Growth	Bandhan	₹52.4580	3 Jun 2026
Quantum Gold Savings Fund - Direct Plan Growth Option	Quantum	₹59.1417	3 Jun 2026
Aditya Birla Sun Life Gold Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹46.6066	3 Jun 2026
Motilal Oswal 5 Year G-Sec Fund Of Fund Direct -Growth	Motilal Oswal	₹12.9175	3 Jun 2026
Franklin India Dynamic Asset Allocation Active Fund Of Funds - Direct - Growth	Franklin India	₹184.5698	2 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹24.8495
1 Jun 2026	₹24.8617
29 May 2026	₹24.8214
27 May 2026	₹24.8270
26 May 2026	₹24.8333
25 May 2026	₹24.8299
22 May 2026	₹24.8154
21 May 2026	₹24.8196
20 May 2026	₹24.8300
19 May 2026	₹24.8359

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 - Direct is ₹24.8495. It's a Fund of Funds - Domestic from Franklin India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct 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 - Direct 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 - Direct has delivered a absolute return of 6.15% — -20.33 pp behind the Fund of Funds - Domestic category average of 26.48%. The fund ranks #50 of 111 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct has delivered a CAGR of 13.59% — +0.13 pp ahead of the Fund of Funds - Domestic category average of 13.46%. The fund ranks #42 of 78 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct has delivered a CAGR of 11.94% — +8.51 pp ahead of the Fund of Funds - Domestic category average of 3.43%. The fund ranks #24 of 53 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct exactly 10 years ago would be worth approximately ₹226,768 today — a multiplier of 2.27×, based on the 10-year CAGR of 8.53%. The category average over the same window would have grown ₹1 lakh to ₹71,576.

A ₹10,000 monthly SIP in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct over the last 5 years — total invested ₹600,000 — would be worth ₹808,965 today. That's an XIRR (money-weighted annualised return) of 11.89%.

A ₹10,000 monthly SIP for 10 years in Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct = ₹1,200,000 invested. It would currently be worth ₹2,010,813 (multiplier 1.68×). XIRR: 9.96%. 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 - Direct ranks #24 out of 53 funds in the Fund of Funds - Domestic category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 3.43%; this fund delivered 11.94%.

The worst peak-to-trough decline Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct has experienced over the last 5-year window is 5.24% — 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 - Direct averaged 7.43% (best 17.34%, worst 0.65%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 1.09 — strong risk-adjusted performance.

In calendar year 2025, Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct returned 14.56% — lagging the Fund of Funds - Domestic category average of 36.63% by 22.07 pp. It ranked #41 of 86 in its category that year.

Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan - Direct 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 - Direct 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: 5.2%. 5-year CAGR: 11.94%.

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