NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Franklin India Arbitrage Fund Growth for NRI [10.03]

Min Investment

5,000

Fund Size

141.35 Cr

Expense Ratio

1.1%

Exit Load

0.25%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.03

0.00%

NAV as on 17 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

NAV as on 17 Dec 24, 12:00 AM

low risk

arbitrage fund

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.07%p.a.

Since Inception

About Franklin India Arbitrage Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Franklin India Arbitrage Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Nov 2024, Franklin India Arbitrage Fund Growth is Arbitrage Fund fund of its category with 141.35 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.

  • Franklin India Arbitrage Fund Growth delivered 0.0% annual returns during the last year. It has delivered 0.1% average annual returns since the fund was launched.
  • Franklin India Arbitrage Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

Top 10 Holdings

182 DTB 17012025

7.02%

182 DTB 20022025

6.97%

Future on Marico Ltd

3.69%

Marico Ltd

3.67%

182 DTB 27022025

3.48%

Future on Bharti Airtel Ltd

3.03%

Future on Larsen & Toubro Ltd

3.02%

Bharti Airtel Ltd

3.01%

Larsen & Toubro Ltd

3.00%

Future on Reliance Industries Ltd

2.99%

Fund Managers

  1. Pallab Roy (Nov 2024 - Present)
  2. Yogik Pitti (Nov 2024 - Present)
  3. Rohan Maru (Dec 2024 - Present)
  4. Rajasa Kakulavarapu (Nov 2024 - Present)

Key Information

View Scheme Document

Franklin India Arbitrage Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Franklin India Arbitrage Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Franklin India Arbitrage Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Arbitrage Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions