Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth
Sundaram Asset Management Company Limited · Direct Plan · Growth
Fund overview
NIL
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹5,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹5,000 | ₹5,283 | +283 |
| 3 Years | ₹5,000 | ₹5,899 | +899 |
| 5 Years | ₹5,000 | ₹6,586 | +1,586 |
Calculated using the fund's annualised return since inception (5.7% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
8 securitiesTop 10 holdings make up 99.9% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Sundaram Arbitrage Fund - Direct Growth | Mutual Fund Units | — | 36.71% |
| Sundaram Short Term Fund - Direct Growth | Mutual Fund Units | — | 16.08% |
| Sundaram Money Market Fund-Direct Plan - Growth | Mutual Fund Units | — | 13.76% |
| Bandhan Short Term Fund - Direct Growth | Mutual Fund Units | — | 13.03% |
| Nippon India Corporate Bond Fund - Direct Plan Growth Plan | Mutual Fund Units | — | 9.19% |
| Tata Arbitrage Fund - Direct Growth | Mutual Fund Units | — | 4.48% |
| Axis Corporate Bond Fund - Direct Plan - Growth | Mutual Fund Units | — | 3.74% |
| TREPS | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 2.37% |
| Sundaram Ultra Short Term Fund - Direct - Growth | Mutual Fund Units | — | 0.58% |
| Cash/Bank/Net Current Assets/(Liabilities) | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 0.06% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹56 Cr
Equity sector allocation
Total Value
₹54 Cr
Exit load, stamp duty & tax
12-Jan-26
NIL
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment objective
The Scheme Shall Seek To Generate Long-Term Capital Appreciation By Investing In Units Of Debt Oriented Mutual Fund Schemes And Arbitrage Mutual Fund Schemes.
Fund house
Sundaram Asset Management Company Limited
Frequently asked questions
What is the NAV of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?
The NAV of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth is ₹10.44 as of 19 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?
The expense ratio charged by Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth is 0.34%.
What is the Min. SIP of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?
The minimum SIP investment in Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth is ₹250 per month.
What is the Min. Lumpsum of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?
The minimum lumpsum investment in Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth is ₹5,000.
What is the Exit Load of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?
The exit load for Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth is: NIL
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