| Category: Fund of Funds-Income Plus Arbitrage |
| Launch Date: 05-11-2014 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 500 TRI(40.00), NIFTY Short Duration Index(40.00), Domestic Price of Gold(20.00) |
| TER: 0.54% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 99.64 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The objective of the Scheme is to generate income for investors through investment in a portfolio of debtoriented and arbitrage schemes. However, there is no assurance or guarantee that the objective of the scheme will be achieved.
| Standard Deviation | 4.83 |
| Sharpe Ratio | 1.28 |
| Alpha | 3.63 |
| Beta | 0.33 |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan | 05-11-2014 | 12.81 | 13.22 | 13.44 | 13.87 | 7.87 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 7.53 | 8.26 | 7.68 | 6.32 | - |
| Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth | 17-11-2022 | 7.28 | 8.19 | 7.96 | - | - |
| Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth | 13-09-2004 | 6.97 | 7.41 | 7.18 | 5.59 | 6.99 |
| Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option | 01-12-2006 | 6.85 | 7.57 | 7.32 | 5.69 | 6.92 |
| ICICI Prudential Income Plus Arbitrage Omni FOF - Growth | 18-12-2003 | 6.23 | 9.55 | 10.94 | 10.14 | 9.01 |
| DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth | 21-08-2014 | 4.9 | 9.47 | 9.75 | 6.0 | 7.5 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 4.87 | 7.09 | 7.24 | 5.64 | 6.37 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | 0.23 | 7.09 | 11.74 | 12.99 | 11.46 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Others
3.73%
Others
96.27%