Sundaram Income Plus Arbitrage Active FOF - Regular Plan - Growth
Sundaram Mutual Fund
₹10.41 (-0.03%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
0.00% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.38%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Fund of Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,028
Invested ₹1,000
▲+2.79%1 year
₹1,000
Invested ₹1,000
▲+0.00%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to ModerateThis fund
- Moderate
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Short Duration Debt A-II TR INR |
| Weighting | 60% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.00% | — | — | — |
| Cumulative returns (%) | +0.00% | — | — | — |
Fund Manager
| Manager | Sandeep Agarwal |
|---|---|
| Role | Manager |
| Manager Tenure | 0.72 yrs |
About Fund
| Date of Incorporation | 12 Jan 2026 |
|---|---|
| Fund House | Sundaram Mutual Fund |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Sundaram Arbitrage Dir Gr | 22.96% |
| Nippon India Corporate Bd Dir Gr | 14.24% |
| Sundaram Short Term Dir Gr | 12.58% |
| Sundaram Money Market Dir Gr | 10.73% |
| Bandhan Short Term Dir Gr | 10.18% |
| Axis Corporate Bond Dir Gr | 9.96% |
| Invesco India Arbitrage Dir Gr | 7.37% |
| Tata Arbitrage Dir Gr | 6.66% |
| Bandhan Dynamic Term Dir Gr | 1.40% |
| Sundaram Ultra Short Term Dir Gr | 0.45% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.