SCHEME OVERVIEW

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

Category: Fund of Funds-Income Plus Arbitrage
Launch Date: 05-01-2025
Asset Class: Debt
Benchmark: 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 5000.0
Total Assets: 0 Cr As on ()
Turn over:
NAV as on 13-01-2026

10.0067

0.01 (0.067%)

CAGR Since Inception

0.0%

60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI 7.38%

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

Scheme Performance (%) Data as on - 14-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout - - - - -
Benchmark - - - - -
Fund of Funds-Income Plus Arbitrage 7.47 9.19 8.08 8.15 4.83

Yearly Performance (%)

Nav Movement

Fund Managers

S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan

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 AMC

RETURNS CALCULATOR for Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout - - - - - -
Fund of Funds-Income Plus Arbitrage - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout 05-01-2025 0.0 0.0 0.0 0.0 0.0
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 14.03 12.79 13.28 13.21 7.96
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth Option 05-01-2020 8.44 8.25 7.66 6.31 0.0
Aditya Birla Sun Life Income Plus Arbitrage Active FOF- Regular Plan - Growth Option 01-12-2006 7.33 7.49 7.27 5.92 6.97
Kotak Income Plus Arbitrage Omni FOF-Regular Plan-Growth 17-11-2022 7.2 8.03 7.91 0.0 0.0
Bandhan Income Plus Arbitrage Active FOF - Regular Plan - Growth 13-09-2004 7.07 7.29 7.1 5.65 6.95
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth 18-12-2003 6.8 9.08 10.99 9.93 8.98
DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth 21-08-2014 6.76 9.1 9.31 5.77 7.88
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 6.1 6.9 7.29 5.53 6.41
HDFC Income Plus Arbitrage Active FOF - Growth Option 06-02-2012 3.5 6.36 11.88 12.35 11.87

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)