| 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 | 12.09 | 13.7 | 13.2 | 14.01 | 7.89 |
| Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option | 05-01-2020 | 7.44 | 8.59 | 7.74 | 6.33 | - |
| Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth | 17-11-2022 | 7.33 | 8.23 | 7.97 | - | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option | 01-12-2006 | 7.25 | 7.7 | 7.34 | 5.78 | 6.95 |
| Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth | 13-09-2004 | 6.94 | 7.63 | 7.21 | 5.59 | 6.99 |
| ICICI Prudential Income Plus Arbitrage Omni FOF - Growth | 18-12-2003 | 5.91 | 9.75 | 10.9 | 10.15 | 9.05 |
| HSBC Income Plus Arbitrage Active FOF - Growth | 30-04-2014 | 4.67 | 7.44 | 7.21 | 5.68 | 6.4 |
| DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth | 21-08-2014 | 3.82 | 10.67 | 9.59 | 6.21 | 7.47 |
| HDFC Income Plus Arbitrage Active FOF - Growth Option | 06-02-2012 | -0.73 | 7.69 | 11.59 | 13.12 | 11.6 |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Others
99.99%