Franklin India Arbitrage Fund Direct Growth

Franklin India Arbitrage Fund Direct Growth is a hybrid fund. This fund was started on 19 November, 2024. The fund is managed by Yogik Pitti, Rohan Maru, Pallab Roy. This fund gives you the benefit of diversification.

1. Franklin India Arbitrage Fund Direct Growth has ₹236 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 0.3.
   

Franklin India Arbitrage Fund Direct Growth has given a CAGR return of 3.68% since inception.

Franklin India Arbitrage Fund Direct Growth has allocated its funds majorly in Corporate, Financial Services, Cash Equivalent, Government, Consumer Defensive, Tech, Communication, Consumer Cyclical, Industrial, Basic Materials, Utilities, Energy, Real Estate, Health.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Arbitrage Fund Direct Growth has no lock in period.