FoFs (Overseas/Domestic) · Other

Franklin India Income Plus Arbitrage Active Fund of Funds

Franklin Templeton Asset Management (India) Private Limited

Benchmark

(65%) NIFTY Short Duration Debt Index + (35%) NIFTY 50 Arbitrage Index

Riskometer

Low to Moderate

Size

₹144 cr

Allotted

Not on record

Holdings as of

30 Sep 2026

Franklin India Income Plus Arbitrage Active Fund of Funds is a fofs (overseas/domestic) fund of Franklin Templeton Asset Management (India) Private Limited with ₹144 cr under management. Its direct plan charges 0.20% a year. Rohan Maru has managed it for 1.3 years.

Has Franklin India Income Plus Arbitrage Active Fund of Funds beaten its benchmark?

+5.73% over the last year on the direct plan.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.22%	−3.60%	—
3 months	+1.16%	−5.03%	—
6 months	+2.87%	−1.83%	—
1 year	+5.73%	−4.06%	+9.79 pts
3 years	+13.05%	+9.27%	+3.78 pts
5 years	+10.53%	+8.00%	+2.53 pts
10 years	+8.26%	+12.69%	−4.43 pts
Since start from 28 Nov 2014	+8.19%	—	—

Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+5.73%	+5.40%	—	—	🔒
3y	+13.03%	+12.25%	—	—	🔒
5y	+10.52%	+9.64%	—	—	🔒
10y	+8.25%	+7.26%	—	—	🔒

Ahead in points a year · its rank among FoFs (Overseas/Domestic) funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 13 Oct 2026

Fund 221Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹221 on 13 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Franklin India Income Plus Arbitrage Active Fund of Funds cost?

0.20% a year on the direct plan, 0.53% on the regular plan; 45 of 94 funds in its category charge less.

Direct plan

0.20% a year

Category median 0.20%

Regular plan

0.53% a year

Category median 0.58%

Gap

0.33 points

for the same holdings

45 of 94 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - FoF Domestic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Franklin India Income Plus Arbitrage Active Fund of Funds?

Rohan Maru, since 4 Jul 2025.

Rohan Maru

Comanage

1.3 years

since 4 Jul 2025

Benchmark as filed65% NIFTY Short Duration Debt Index + 35% NIFTY 50 Arbitrage Index

Exit load

Nil

From 122 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 13 Oct 2026

What does Franklin India Income Plus Arbitrage Active Fund of Funds hold?

12 holdings as of 30 Sep 2026; the ten largest are 97.7% of the fund.

Mix

Holdings as of 30 Sep 2026

Equity0.0%Debt0.0%Cash2.3%Other97.7%

Holdings

0 shares

Top ten

97.7%

of the fund

Effective holdings

Not on record

spread, as if equal-weighted

Matched to our table

Not on record

of the equity

Five largest

% of fund

Not on record

Five largest industries

% of fund

Not on record

How does Franklin India Income Plus Arbitrage Active Fund of Funds score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Franklin India Income Plus Arbitrage Active Fund of Funds run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Franklin India Income Plus Arbitrage Active Fund of Funds?

Rohan Maru (Comanage) since 4 Jul 2025.

What is the expense ratio of Franklin India Income Plus Arbitrage Active Fund of Funds?

0.20% a year on the direct plan and 0.53% on the regular plan (expense report, Oct 2026).

How has Franklin India Income Plus Arbitrage Active Fund of Funds done?

Its direct plan returned +13.03% a year over 3 years against None for its benchmark, (65%) NIFTY Short Duration Debt Index + (35%) NIFTY 50 Arbitrage Index, as of 13 Oct 2026.