Franklin India Arbitrage Fund Direct Growth

Franklin India Arbitrage Fund Direct Growth

Hybrid

Direct

Arbitrage Fund

NAV as on 09-12-2024

₹ 10.03

0.1%

1D

Inception Returns

0.3%

/yr

About 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.

Key Parameters

  1. Franklin India Arbitrage Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Franklin India Arbitrage Fund Direct Growth has given a CAGR return of 0.35% since inception.

Holdings

Franklin India Arbitrage Fund Direct Growth has allocated its funds majorly in .

Taxation

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 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Franklin India Arbitrage Fund Direct Growth

null

Minimum Investment and lockin period

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.

Historical NAV & Returns

Annualised

zero opening, trading, fund transfer fee
46 people have invested ₹ 3.8L in Franklin India Arbitrage Fund Direct Growth in the last three months

Franklin India Arbitrage Fund Direct Growth Overview

Expense ratio--
Benchmark
NIFTY 50 Arbitrage PR INR
AUM₹0 Cr
Inception Date19 November, 2024
Min Lumpsum/SIP₹5000/₹500
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Low Risk
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Yogik Pitti
Yogik Pitti
Fund Manager of Franklin India Arbitrage Fund Direct Growth, since 19 November 2024
Top funds managed
Scheme
Annualised Returns(3Y)
Category Returns(3Y)
Franklin India Arbitrage Fund Direct Growth
0%
6.2%
Rohan Maru
Rohan Maru
Fund Manager of Franklin India Arbitrage Fund Direct Growth, since 3 December 2024
Pallab Roy
Pallab Roy
Fund Manager of Franklin India Arbitrage Fund Direct Growth, since 19 November 2024
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Total AUM
₹1.17L Cr
as on 31-Oct-2024
Address
One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai
Phone
+912267519100
Website
service@templeton.com

Franklin India Arbitrage Fund Direct Growth Highlights

Risk meter
pointer

Low Risk

Investors understand that their principal will be at Low Risk
About the fund

About the fund

This fund has delivered returns of 0.35% since inception (19th November 2024)

Frequently Asked Questions for Franklin India Arbitrage Fund Direct Growth

The current NAV of Franklin India Arbitrage Fund Direct Growth is ₹10.03 as on 09-Dec-2024.
Existing (Absolute + CAGR) as on 09-Dec-2024.
Franklin India Arbitrage Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
Yogik Pitti, Rohan Maru, Pallab Roy are the fund managers of Franklin India Arbitrage Fund Direct Growth
The Exit load of Franklin India Arbitrage Fund Direct Growth is 0.25%