Sundaram Income Plus Arbitrage Active FoF - Reg (IDCW)
Last Updated NAV Date: 13 May 2026
3 Year Returns
N/A
NAV (₹)
10.1695
1 Day NAV Change
-0.02%
Fund Details
| Min. SIP Amount | ₹ 250 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 65.27 Cr |
| Expense Ratio | 0.58% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 12 Jan 2026 |
| Fund Age | 0 Yrs |
Exit Load
Nil
Fund’s 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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
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Select Duration
Yrs
1 Yr
30 Yrs
Expected Rate of Return
12%
8%
30%
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: N/A| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 100.00% | ₹ 65.271 |
Stock Holdings
Last Updated: 30 Apr 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Sundaram Money Market Fund - Direct (G) | 29.65% | ₹ 19.354 | Mutual Fund Units | |
| Sundaram Arbitrage Fund - Direct (G) | 23.43% | ₹ 15.292 | Mutual Fund Units | |
| Sundaram Short Duration Fund - Direct (G) | 20.93% | ₹ 13.663 | Mutual Fund Units | |
| Bandhan Bond Fund - STP - Direct (G) | 10.77% | ₹ 7.029 | Mutual Fund Units | |
| Invesco India Arbitrage Fund - Direct (G) | 7.84% | ₹ 5.115 | Mutual Fund Units | |
| Tata Arbitrage Fund - Direct (G) | 7.08% | ₹ 4.624 | Mutual Fund Units | |
| TREPS | 0.27% | ₹ 0.177 | Debt Others | |
| Net CA & Others | 0.03% | ₹ 0.018 | Debt Others |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at moderate risk
Risk Scale
AMC Information
Sundaram Mutual Fund
Funds Managed
40
Assets Managed
₹ 74,954.10 Cr
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Managing Director
Anand Radhakrishnan
Chief Executive Officer
Anand Radhakrishnan
Compliance Officer
P Sundararajan
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