Franklin India Income Plus Arbitrage Active FoF - Regular Plan

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Value Research Rating

Unrated

Our Opinion

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Riskometer

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Moderate

₹21.8161 0.08%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Franklin India Income Plus Arbitrage Active FoF - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Moderate risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Franklin India Income Plus Arbitrage Active FoF - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Franklin India Income Plus Arbitrage Active FoF - Regular Plan
Unrated
unlock fund advisor
Moderate
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0.54
Unrated
unlock fund advisor
Moderate
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0.32
Unrated
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Low to Moderate
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0.18
Unrated
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Moderate
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0.33
Unrated
unlock fund advisor
Moderate
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0.45

Other details of Franklin India Income Plus Arbitrage Active FoF - Regular Plan

Assets

info

₹120 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

12

About Franklin India Income Plus Arbitrage Active FoF - Regular Plan

Franklin India Income Plus Arbitrage Active FoF - Regular Plan is a hybrid mutual fund scheme of Franklin Templeton Mutual Fund. Launched on November 28, 2014, it is currently managed by Rahul Goswami, Pallab Roy and Rohan Maru. The fund has an expense ratio of 0.54% with an overall AUM (Assets Under Management) of ₹120 Cr.

The scheme seeks to generate income for investors through investment in a portfolio of debtoriented and arbitrage schemes. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.

Investment Strategy

The scheme seeks to generate income for investors through investment in a portfolio of debtoriented and arbitrage schemes.

Suitability

Income plus Arbitrage funds are suitable for:

  • Debt allocation in your long term portfolio
  • Earning marginally higher returns than fixed deposits, with moderate volatility and flexibility to redeem anytime
  • Investment horizon of 1-3 years

Note:

  • Unlike FD, there is no guarantee of returns
  • Not suitable for long term wealth creation

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Franklin India Income Plus Arbitrage Active FoF - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Franklin India Income Plus Arbitrage Active FoF - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Franklin India Income Plus Arbitrage Active FoF - Regular Plan can be bought from the Franklin Templeton Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Franklin India Income Plus Arbitrage Active FoF - Regular Plan, is ₹21.8161 as of 19-Mar-2026.

Company Percentage of Portfolio

Franklin India Money Market Direct-G

17.63

Franklin India Government Securities Direct-G

12.02

Franklin India Corporate Debt Direct-G

11.92

Axis Corporate Bond Direct-G

4.71

Kotak Corporate Bond Direct-G

4.70
See More

Over the past five years, Franklin India Income Plus Arbitrage Active FoF - Regular Plan has delivered an annualised return of 13.14% as of 19-Mar-2026.

The minimum investment required to start investing in Franklin India Income Plus Arbitrage Active FoF - Regular Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.