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- IDCW 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- IDCW

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%	-2.25%	+2.20	73 / 84	Q4
1W	+0.06%	-13.47%	+13.52	21 / 94	Q1
2W	+0.04%	-13.14%	+13.18	42 / 94	Q2
1M	+0.14%	-13.06%	+13.20	33 / 94	Q2
3M	+0.80%	-13.04%	+13.84	31 / 94	Q2
6M	+2.33%	-9.47%	+11.79	34 / 94	Q2
YTD	+1.81%	-8.78%	+10.59	36 / 94	Q2
1Y	+5.74%	-2.38%	+8.12	36 / 92	Q2
2Y	+10.40%	-3.18%	+13.58	24 / 89	Q2
3Y	+12.73%	-2.94%	+15.67	19 / 89	Q1
4Y	+11.50%	-6.04%	+17.54	22 / 65	Q2
5Y	+10.99%	-8.77%	+19.76	16 / 61	Q2
7Y	+8.27%	-10.32%	+18.58	24 / 55	Q2
10Y	+7.49%	-15.45%	+22.94	25 / 44	Q3
Inception	+7.07%	-6.14%	+13.22	49 / 94	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	+1.81%	-0.63%	+2.44	9 / 40
2025	+13.83%	+15.89%	-2.07	10 / 39
2024	+11.62%	+12.44%	-0.82	24 / 39
2023	+14.53%	+16.47%	-1.95	21 / 39
2022	+3.76%	-18.99%	+22.75	16 / 47
2021	+25.32%	+18.34%	+6.98	15 / 42
2020	-13.96%	+7.19%	-21.15	36 / 40
2019	+7.98%	+6.26%	+1.72	15 / 38
2018	+0.44%	+1.39%	-0.95	25 / 38
2017	+11.08%	+11.93%	-0.85	20 / 38
2016	+7.69%	+4.96%	+2.73	23 / 44

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 Income Plus Arbitrage Active FOF - IDCW Option	HDFC	₹35.4833	3 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.1044	3 Jun 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹164.1283	3 Jun 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹81.6490	2 Jun 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹39.8960	2 Jun 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹58.9660	3 Jun 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹245.8990	2 Jun 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹28.6691	2 Jun 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.5178	3 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- IDCW is ₹21.9699. It's a Fund of Funds - Domestic from Franklin India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW 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- IDCW 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- IDCW has delivered a absolute return of 5.74% — +8.12 pp ahead of the Fund of Funds - Domestic category average of -2.38%. The fund ranks #36 of 92 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW has delivered a CAGR of 12.73% — +15.67 pp ahead of the Fund of Funds - Domestic category average of -2.94%. The fund ranks #19 of 89 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW has delivered a CAGR of 10.99% — +19.76 pp ahead of the Fund of Funds - Domestic category average of -8.77%. The fund ranks #16 of 61 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW 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 ₹18,662.

A ₹10,000 monthly SIP in Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW 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- IDCW = ₹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- IDCW ranks #16 out of 61 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 -8.77%; this fund delivered 10.99%.

The worst peak-to-trough decline Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW 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- IDCW 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- IDCW returned 13.83% — lagging the Fund of Funds - Domestic category average of 15.89% by 2.07 pp. It ranked #10 of 39 in its category that year.

Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW 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- IDCW 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.