Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
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
1Y
FundN/A
Cat. Avg.31.51%
2Y
FundN/A
Cat. Avg.21.06%
3Y
FundN/A
Cat. Avg.20.60%
5Y
FundN/A
Cat. Avg.13.55%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund1.30%
Cat. Avg.16.31%
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
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Market Cap
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Top Sectors
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sundaram Arbitrage Fund - Direct Growth | 15.05 | 15.82% |
| 2 | Axis Treasury Advantage Fund - Direct Growth | 12.52 | 13.16% |
| 3 | Invesco India Arbitrage Fund - Direct Growth | 10.03 | 10.55% |
| 4 | Edelweiss Arbitrage Fund - Direct Growth | 10.03 | 10.55% |
| 5 | Tata Arbitrage Fund - Direct Growth | 10.03 | 10.55% |
| 6 | Sundaram Short Duration Fund - Direct Growth | 10.02 | 10.53% |
| 7 | Sundaram Money Market Fund-Direct Plan - Growth | 10.01 | 10.53% |
| 8 | Cash and Other Net Current Assets | 7.49 | 7.88% |
| 9 | HDFC Short Term Debt Fund - Direct Growth | 5.00 | 5.26% |
| 10 | ICICI Prudential Short Term Fund - Direct Growth | 2.51 | 2.63% |
Similar Funds
Sundaram Liquid Fund (Formerly Known As Principal Cash Management Fund) Regular Plan Principal Units
NAV / Fund Size₹1,274.12₹6,797.83 Cr
Liquid FundLow to Moderate RiskDebt
7.11%
7.17%
6.91%
-
6.46%
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 15000 | 15090 | +0.6% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 11 Feb, 26 | 1 L. | 1.01 L. | +1.3% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.