Sundaram Income Plus Arbitrage Active FoF
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.
Growthvine rating: 1/5 — ranked #22 of 22 in category.
Fund basics
| Category | Hybrid: Fof Domestic Income Plus Arbitrage |
|---|---|
| NAV | ₹10.36 (as of 2026-08-21) |
| AUM | ₹69 Cr |
| Expense ratio | 0.59% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| Standard deviation | 0.00% |
|---|---|
| Max drawdown | -0.14% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 29.9% of NIFTY Multi Asset - Equity : Arbitrage : REITs/InvITs (50:40:10) Index's upside and -1.9% of its downside.
Market cap allocation
Concentration
Top holdings
- Sundaram Arbitrage Fund - Direct Growth — 23.6%
- Nippon India Corporate Bond Fund - Direct Plan Growth Plan — 14.7%
- Sundaram Short Duration Fund - Direct Growth — 12.9%
- Sundaram Money Market Fund-Direct Plan - Growth — 11.0%
- Bandhan Short Duration Fund - Direct Growth — 10.5%
- Axis Corporate Bond Fund - Direct Plan - Growth — 10.3%
- Invesco India Arbitrage Fund - Direct Growth — 7.6%
- Tata Arbitrage Fund - Direct Growth — 6.8%
- Bandhan Dynamic Bond Fund - Direct Plan - Growth — 1.4%
- TREPS — 0.7%
Top sectors
Not disclosed.
Calendar-year track record
No calendar-year history.