Sundaram Income Plus Arbitrage Active FoF - Direct Plan

Regular
Direct

1 Year Absolute Returns

-

NAV (₹) on 27 Mar 2026

10.10

1 Day NAV Change

0.03%

Risk Level

Moderate Risk

Rating

-

Sundaram Income Plus Arbitrage Active FoF - Direct Plan is a Debt mutual fund categorized under Fund of Funds, offered by Sundaram Asset Management Company Ltd.. Launched on 05 Jan 2026, investors can ... Read more

NAV History

Fund Details

Min. SIP Amount
₹250
Inception Date
05 Jan 2026
Min. Lumpsum Amount
₹ 5,000
Fund Age
0 Yrs
AUM
₹ 76.17 Cr.
Benchmark
NIFTY Short Duration Debt Index A-II
Expense Ratio
0.42%
Scheme Type
Open Ended
Exit Load
Nil%

Asset Allocation

AUM

₹ 76.17 Cr

Equity
93.73%
Money Market & Cash
6.28%

Sector Holdings

Sectors Weightage
Mutual Fund Units 93.73%
Cash 5.93%
Treps/Reverse Repo 0.35%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Sundaram Short Duration Fund - Direct Growth 21.16% ₹ 16.12 Others
Sundaram Arbitrage Fund - Direct Growth 19.86% ₹ 15.13 Others
Tata Arbitrage Fund - Direct Growth 9.28% ₹ 7.07 Others
Axis Treasury Advantage Fund - Direct Growth 6.67% ₹ 5.08 Others
Invesco India Arbitrage Fund - Direct Growth 6.65% ₹ 5.06 Others
HDFC Short Term Debt Fund - Direct Growth 6.62% ₹ 5.04 Others
ICICI Prudential Short Term Fund - Direct Growth 6.62% ₹ 5.04 Others
Nippon India Corporate Bond Fund - Direct Plan Growth Plan 6.60% ₹ 5.02 Others
Axis Corporate Bond Fund - Direct Plan - Growth 6.58% ₹ 5.02 Others
Cash & Other Net Current Assets 5.93% ₹ 4.52 Others
Sundaram Money Market Fund-Direct Plan - Growth 2.70% ₹ 2.06 Others
Sundaram Corporate Bond Fund - Direct - Growth 0.99% ₹ 0.75 Others
TREPS 0.35% ₹ 0.26 Others

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns - - - -
Category returns 15.45% 21.02% 33.44% 46.66%

Fund 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.

AMC Details

Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com

Top Funds from Others - Fund of Funds

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
ICICI Prudential Dynamic Asset Allocation Active FOF -...
Fund of Funds Direct
3.61% 32.69% 39.87% ₹28,755 0.26%
High
ICICI Prudential Dynamic Asset Allocation Active FOF -...
Fund of Funds Direct
3.61% 32.69% 39.87% ₹28,755 0.26%
High
DSP Income Plus Arbitrage Omni FoF
Fund of Funds Regular
4.83% 31.75% 33.97% ₹1,539 0.91%
Moderate
Bandhan Conservative Hybrid Passive FOF - Direct Plan
Fund of Funds Direct
5.02% 30.26% 42.99% ₹6 0.10%
Moderately High
ICICI Prudential Income Plus Arbitrage Omni FOF - Direct...
Fund of Funds Direct
6.36% 28.64% 28.24% ₹2,825 0.03%
Moderately High
ICICI Prudential Income Plus Arbitrage Omni FOF - Direct...
Fund of Funds Direct
6.36% 28.64% 28.24% ₹2,825 0.03%
Moderately High
Bandhan Conservative Hybrid Passive FOF
Fund of Funds Regular
4.53% 28.26% 39.00% ₹6 0.30%
Moderately High
ICICI Prudential Dynamic Asset Allocation Active FOF
Fund of Funds Regular
2.53% 27.59% 29.61% ₹28,755 1.31%
High
ICICI Prudential Dynamic Asset Allocation Active FOF
Fund of Funds Regular
2.53% 27.59% 29.61% ₹28,755 1.31%
High
PGIM India Global Equity Opportunities Fund of Fund -...
International/ Global Direct
-19.10% 27.15% 76.63% ₹1,511 1.44%
Very High

Top Funds from Sundaram Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Sundaram Financial Services Opportunities Fund - Direct Plan
Sector Direct
-4.27% 31.07% 36.78% ₹1,684 0.76%
Very High
Sundaram Financial Services Opportunities Fund - Direct Plan
Sector Direct
-4.27% 31.07% 36.78% ₹1,684 0.76%
Very High
Sundaram Small Cap Fund
MidsmallCap Regular
-3.90% 30.20% 42.22% ₹3,306 1.94%
Very High
Sundaram Small Cap Fund
MidsmallCap Regular
-3.90% 30.20% 42.22% ₹3,306 1.94%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-6.24% 29.94% 39.61% ₹135 0.52%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-6.24% 29.94% 39.61% ₹135 0.52%
Very High
Sundaram NIFTY 100 Equal Weight Fund - Direct Plan
Index Direct
-6.24% 29.94% 39.61% ₹135 0.52%
Very High
Sundaram Balanced Advantage Fund
Hybrid Regular
-1.12% 29.73% 44.10% ₹1,695 2.06%
Moderately High
Sundaram NIFTY 100 Equal Weight Fund
Index Regular
-6.72% 28.03% 36.51% ₹135 1.08%
Very High
Sundaram NIFTY 100 Equal Weight Fund
Index Regular
-6.72% 28.03% 36.51% ₹135 1.08%
Very High

FAQs

What is the current NAV of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth?

The current Net Asset Value (NAV) of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth is ₹10.10 as of 27 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth?

The Assets Under Management (AUM) of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth is ₹76.17 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth?

Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth has delivered returns of 0.00% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth?

Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth has a risk rating of 'Moderate' as per the SEBI Riskometer. This indicates the fund is suitable for investors with balanced risk appetite. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth?

The minimum lumpsum investment required for Sundaram Income Plus Arbitrage Active FoF - Direct Plan Growth is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹250, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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