Franklin India Income Plus Arbitrage Active Fund of Funds
Direct · Growth ₹25.17
03 Jul 2026
NAV
8.2%
3Y CAGR
7.5%
5Y CAGR
8.5%
10Y CAGR
8.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.42
Sharpe
-27.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.50 L | 9.2% | -44.1% | 38.6% |
| 3 Years | ₹36.00 L | ₹41.93 L | 8.6% | -14.8% | 17.6% |
| 5 Years | ₹60.00 L | ₹72.93 L | 8.3% | -6.2% | 15.8% |
| 7 Years | ₹84.00 L | ₹1.15 Cr | 9.3% | 5.6% | 13.0% |
| 10 Years | ₹1.20 Cr | ₹2.02 Cr | 10.0% | 8.9% | 10.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.2% | 14.5% | 23.2% | -5.2% |
| 3 Years | 8.6% | 11.2% | 20.0% | -2.5% |
| 5 Years | 8.3% | 10.4% | 13.3% | -2.2% |
| 7 Years | 9.3% | 10.6% | 12.9% | -1.3% |
| 10 Years | 10.0% | 11.5% | 12.2% | -1.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.0% | 9.6% | -21.9% | 38.9% | 0.23 | 0.36 | 88% | — | — |
| 3 Years | 8.2% | 7.5% | -4.9% | 17.6% | 0.30 | 0.52 | 91% | — | — |
| 5 Years | 7.5% | 6.2% | -0.0% | 17.7% | 0.24 | 0.55 | 100% | — | — |
| 10 Years | 8.5% | 8.6% | 7.4% | 9.2% | 4.42 | — | 100% | — | — |
-27.6%
Max Drawdown
3 mo
Drawdown Duration
14 mo
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
0.33
1Y
0.30
3Y
0.27
5Y
0.27
7Y
0.31
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.30 | 0.01 | 5.0% | -3.4% | 6.1% | -1.6% |
| 3 Years | +6.50 | 0.23 | 30.1% | 14.8% | 13.2% | 7.3% |
| 5 Years | +4.37 | 0.25 | 31.3% | 20.0% | 11.5% | 8.9% |
| 7 Years | +1.54 | 0.27 | 32.5% | 25.8% | 9.5% | 11.9% |
| 10 Years | +0.49 | 0.28 | 32.1% | 26.1% | 8.2% | 10.9% |
| 12 Years | +0.80 | 0.28 | 32.3% | 25.9% | 8.0% | 9.1% |
| 15 Years | -0.33 | 0.28 | 32.3% | 25.9% | 6.4% | 7.2% |