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: 2/5 — ranked #18 of 23 in category.
Fund basics
| Category | Hybrid: Fof Domestic Income Plus Arbitrage |
|---|---|
| NAV | ₹10.42 (as of 2026-10-21) |
| AUM | ₹71 Cr |
| Expense ratio | 0.56% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| Standard deviation | 0.00% |
|---|---|
| Max drawdown | −0.18% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 31.7% of NIFTY Multi Asset - Equity : Arbitrage : REITs/InvITs (50:40:10) Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
- Sundaram Arbitrage Fund - Direct Growth — 36.7%
- Sundaram Short Term Fund - Direct Growth — 16.1%
- Sundaram Money Market Fund-Direct Plan - Growth — 13.8%
- Bandhan Short Term Fund - Direct Growth — 13.0%
- Nippon India Corporate Bond Fund - Direct Plan Growth Plan — 9.2%
- Tata Arbitrage Fund - Direct Growth — 4.5%
- Axis Corporate Bond Fund - Direct Plan - Growth — 3.7%
- TREPS — 2.4%
- Sundaram Ultra Short Term Fund - Direct - Growth — 0.6%
- Cash and Other Net Current Assets — 0.1%
Top sectors
Not disclosed.
Calendar-year track record
No calendar-year history.