How to check the XIRR of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout?

You can track the exact XIRR and portfolio overlapping of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Q: How to check portfolio overlap for Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 0.72

Risk: Moderate

Other Scheme - FoF Domestic

Plan: Regular

Benchmark: 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI

Inception: 05-01-2026

Exit Load: Nil

Fund Size:₹76.09 Cr

Performance

FundN/A

Cat. Avg.21.18%

FundN/A

Cat. Avg.16.73%

FundN/A

Cat. Avg.18.54%

FundN/A

Cat. Avg.13.04%

10Y

FundN/A

Cat. Avg.11.24%

Fund2.51%

Cat. Avg.13.65%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	Val (Cr)	% Assets
1	Sundaram Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	15.05	15.82%
2	Axis Treasury Advantage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	12.52	13.16%
3	Invesco India Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	10.03	10.55%
4	Edelweiss Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	10.03	10.55%
5	Tata Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	10.03	10.55%
6	Sundaram Short Duration Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	10.02	10.53%
7	Sundaram Money Market Fund-Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	10.01	10.53%
8	Cash and Other Net Current Assets	CASH	Others	Others	7.49	7.88%
9	HDFC Short Term Debt Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	5.00	5.26%
10	ICICI Prudential Short Term Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units	2.51	2.63%

Similar Funds

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NAV / Fund Size

₹157.04₹43,690.03 Cr

Incep: 24-05-2010

Large & Mid Cap FundVery High RiskEquity

3.82%

3.18%

13.31%

12.16%

18.69%

Fund Details

Mirae Asset Large & Midcap Fund - Regular Plan - Growth

NAV / Fund Size₹157.04₹43,690.03 Cr

Large & Mid Cap FundVery High RiskEquity

3.82%

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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NAV / Fund Size

₹40.54₹13,124.62 Cr

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Small Cap FundVery High RiskEquity

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Fund Details

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹40.54₹13,124.62 Cr

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20.75%

Sundaram Mid Cap Fund Regular Plan - Growth

Sundaram Mutual Fund

Expense Ratio: 1.72

NAV / Fund Size

₹1,493.51₹13,342.03 Cr

Incep: 24-06-2002

Mid Cap FundVery High RiskEquity

7.61%

7.97%

20.63%

18.23%

15.68%

Fund Details

Sundaram Mid Cap Fund Regular Plan - Growth

NAV / Fund Size₹1,493.51₹13,342.03 Cr

Mid Cap FundVery High RiskEquity

7.61%

7.97%

20.63%

18.23%

15.68%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	25000	25307	+1.2%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Feb, 26	1 L.	1.03 L.	+2.5%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.