MonitorDirect · GrowthWatch before adding
Franklin India Income Plus Arbitrage Active Fund of Funds
Franklin Templeton Mutual FundOther Scheme - FoF Domestic11.9 years
- NAV
- 25.4835
- 29 Oct 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹141.94 Cr
- 30 Sept 2026
- Volatility
- Medium
- 8.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Prefer peers if · Prefer Bandhan Conservative Hybrid Passive FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
11.9 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.20% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -27.6%. Ask whether you can hold through a similar fall.
Vs category
Fail
16% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 99.3% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Y+13.0%
- 5Y+10.5%
- 10Y+8.2%
- SI+8.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.5%
- 3Y+9.5%
- 5Y+11.3%
- 10Y+9.9%
- Since inception
- +8.2%
- Calendar-day CAGR
- Excess 1Y
- +2.1%
- Category median, same plan and option
- 3Y win rate
- +16%
- Windows beating the median
- 3Y percentile
- 57
- Vs comparable share classes
- SIP 3Y XIRR
- +9.5%
- Simulated monthly SIP
- Worst rolling 3Y
- -4.9%
- 2159 daily-ending windows
- Median rolling 3Y
- +7.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1678 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -27.6%
- Worst peak-to-trough
- Current
- -0.0%
- Below last peak
- Current spell
- 8 days
- Days below latest peak
- Time below peak
- +80%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 203 recovered episodes
- Longest recovery
- 409 days
- Trough to prior peak
24 Feb 2020 – 2 Jul 2021
Trough 19 May 2020 · recovered in 409 days
-27.6%
11 Apr 2022 – 17 Aug 2022
Trough 17 Jun 2022 · recovered in 61 days
-5.2%
31 Aug 2018 – 11 Mar 2019
Trough 26 Oct 2018 · recovered in 136 days
-5.2%
7 Sept 2016 – 1 Feb 2017
Trough 26 Dec 2016 · recovered in 37 days
-4.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
57
Vs category
63
Consistency
29
Risk-adjusted
40
Drawdown
31
Mean
44
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 11 holdings · top 10 are 99.3%.
- Top 5
- 76.9%
- Top 10
- 99.3%
- Largest holding
- 19.8%
- Effective holdings
- 6.9
Franklin India Money Market Fund Direct-Growth
Unspecified
19.8%
Franklin India Arbitrage Fund Direct-Growth
Unspecified
19.7%
Franklin India Corporate Bond Fund Direct-Growth
Unspecified
19.7%
Franklin India Gilt Fund Direct-Growth
Unspecified
10.4%
Birla Sun Life Enhanced Arbitrage Fund Direct-Growth
Unspecified
7.3%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -0.5%
- 3Y
- +7.0%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.66
- 3Y win
- +26%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +2.7%
- 3Y
- +12.8%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.58
- 3Y win
- +20%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
DSP Gold ETF Fund of Fund
DSP Mutual Fund
- 1Y
- +16.4%
- 3Y
- n/a
- Vol
- 22.1%
- Max DD
- -25.2%
- Sharpe
- 1.10
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
HDFC Gold ETF Fund of Fund
HDFC Mutual Fund
- 1Y
- +16.6%
- 3Y
- +30.9%
- Vol
- 15.3%
- Max DD
- -24.8%
- Sharpe
- 0.36
- 3Y win
- +52%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +3.7%
- 3Y
- +6.8%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.03
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns