InvestVerdict

Franklin India Income Plus Arbitrage Active Fund of Funds

Direct Plan · Growth · Mutual fund · Scheme code 132989

NAV₹25.3369as on 27 Aug 2026

Fund houseFranklin Templeton Mutual Fund

CategoryMutual fund

Plan & optionDirect · Growth

History11.7 years

Returns (%)

	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	Launch
This scheme	0.40	2.12	2.96	6.45	13.41	11.36	9.27	8.25	8.24

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

	Volatility	Sharpe	Sortino	Beta	Alpha	Max fall	R²
This scheme	8.7%	0.80	0.91	—	—	-27.6%	—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

Drawdown from peak (%)

Every one-year period it has lived through

Windows	Worst	Median	Best	Periods that lost money
519	-22.3%	9.5%	36.7%	12%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Franklin India Income Plus Arbitrage Active Fund of Funds

Direct Plan · Growth

Allocation

By asset

Mutual Fund Units	96.93%
Cash & Equivalents	3.07%

By market cap

Concentration

Number of stocks	11
Top 5 stocks	74.92%
Top 10 stocks	96.93%
Top 20 stocks	96.93%

Largest holding	19.34%
Largest sector	Unclassified 96.93%
Effective stocks	7.3
Cash	3.07%

InvestVerdict

Franklin India Income Plus Arbitrage Active Fund of Funds

Direct Plan · Growth · holdings

Top 18 holdings

#	Company	Sector	% of fund
1	—	Unclassified	19.34%
2	—	Unclassified	18.74%
3	—	Unclassified	18.72%
4	—	Unclassified	10.67%
5	—	Unclassified	7.45%
6	—	Unclassified	7.25%
7	—	Unclassified	6.35%
8	—	Unclassified	4.21%
9	—	Unclassified	3.45%
10	—	Unclassified	3.07%
11	—	Unclassified	0.76%

Sector split

Unclassified	96.93%
Cash & Equivalents	3.07%

A ₹10,000 monthly SIP over five years

Invested	Value	Gain	XIRR
₹600,000	₹805,525	₹205,525	11.74%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.