Franklin India Income Plus Arbitrage Active Fund Of Funds- Growth Plan
Expense Ratio: 0.54
Risk: Low to Moderate
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: (65%) NIFTY Short Duration Debt Index + (35%) NIFTY 50 Arbitrage Index
Inception: 07-11-2014
Exit Load: Nil
Fund Size:₹106.71 Cr
Performance
1Y
Fund5.67%
Cat. Avg.21.18%
2Y
Fund8.96%
Cat. Avg.16.73%
3Y
Fund12.57%
Cat. Avg.18.54%
5Y
Fund10.68%
Cat. Avg.13.04%
10Y
Fund7.25%
Cat. Avg.11.24%
SI
Fund7.11%
Cat. Avg.13.65%
Fund Facts
Manager(s)
Rahul Goswami
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Franklin India Money Market Fund Direct-Growth Plan | 24.18 | 19.35% |
| 2 | Franklin India Arbitrage Fund - Direct Plan - Growth | 23.61 | 18.89% |
| 3 | Franklin India Corporate Debt Fund - Direct Plan - Growth | 21.24 | 16.99% |
| 4 | Franklin India Government Securities Fund - Direct Plan - Growth | 14.11 | 11.29% |
| 5 | Kotak Arbitrage Fund - Direct Plan - Growth | 9.79 | 7.83% |
| 6 | Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth | 9.06 | 7.25% |
| 7 | Tata Arbitrage Fund - Direct Plan - Growth | 8.57 | 6.86% |
| 8 | Axis Corporate Bond Fund - Direct Plan - Growth | 5.62 | 4.49% |
| 9 | Kotak Corporate Bond Fund - Direct Plan - Growth | 5.61 | 4.49% |
| 10 | Call, Cash & Other Assets | 2.20 | 1.76% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61750 | +2.9% | +6.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.6% | +8.6% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +16.2% | +10.4% |
| 5Y | 09 Aug, 21 | 3 L. | 3.94 L. | +31.3% | +11.1% |
| 10Y | 08 Aug, 16 | 6 L. | 9.60 L. | +59.9% | +9.2% |
| SI | 08 Dec, 14 | 7 L. | 11.77 L. | +68.1% | +8.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.06 L. | +5.7% | +5.7% |
| 2Y | 16 Jul, 24 | 1 L. | 1.19 L. | +18.7% | +9.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.42 L. | +42.5% | +12.5% |
| 5Y | 16 Jul, 21 | 1 L. | 1.66 L. | +66.1% | +10.7% |
| 10Y | 18 Jul, 16 | 1 L. | 2.02 L. | +101.8% | +7.3% |
| SI | 28 Nov, 14 | 1 L. | 2.23 L. | +122.5% | +7.1% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.