Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect
Get the latest NAV of Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹24.61
NAV as on 27 Mar 2026
8.29%/per year
Since Inception
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Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Performance vs. Fund of Funds Index
Fund returns vs Benchmark returns vs Category Average returns as on (27-Mar-26)
The fund has consistently outperformed the benchmark (Fund of Funds Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Corporate & Government
Financial Services
37%
Corporate
29%
Government
28%
Financial Services
38%
Corporate
28%
Government
24%
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Holdings Details
as on (28-Feb-26)
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.24% |
Benchmark | null |
| AUM | ₹120 Cr |
| Inception Date | 28 November, 2014 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 89.16% |
| Risk |   Moderate Risk |
About Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect is a hybrid fund. This fund was started on 28 November, 2014. The fund is managed by Pallab Roy, Rahul Goswami, Rohan Maru. This fund gives you the benefit of diversification.
Key Parameters
- Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect has ₹120 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect has given a CAGR return of 8.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.65%, 14.70% and 14.21% respectively.
Holdings
Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Government, Basic Materials, Consumer Cyclical, Energy, Communication, Industrial, Consumer Defensive, Health, Tech, Utilities, Real Estate.
Taxation
As it is a fund of funds 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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect
The fund seeks to achieve capital appreciation and diversification through a mix of strategic and tactical allocation to various asset classes such as equity, debt and gold by investing in funds investing in these asset classes.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect has no lock in period.
Fund Manager
Pallab Roy
Fund Manager of Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect, since 4 July 2025
Rahul Goswami
Fund Manager of Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect, since 4 July 2025
Rohan Maru
Fund Manager of Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect, since 4 July 2025
- AUM of the fund stands at 119.7 Cr as of Feb'26
- AUM increased by 5.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect
How do I invest in Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect?
- Download the INDmoney app.
- Search for ‘Franklin India Income Plus Arbitrage Active Fund of Funds Rnvstmnt of Inc Dist cum CapWdrlPlanDirect’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.