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Jul 24, 2026


Category Others
AUM (Cr.) 68.60
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 0.61
Sharpe Ratio 38.01
Beta Ratio 0.00
Fund Manager S Bharath
Inception Date Jan 12, 2026
Risk Level Moderate

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 the Asset management Company or by the Trustees.

Invest Now
60% CRISIL Short Duration Debt A-II Index + 40% Nifty 50 Arbitrage TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Income Plus Arbitrage Active FoF - Reg (G) 0.46 2.93 0 0 0 3.14
Benchmark - 60% CRISIL Short Duration Debt A-II Index + 40% Nifty 50 Arbitrage TRI 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX -0.03 -2.48 19.8 18.69 13.31 13.05
Category Rank 1/2 6/2 2/2 2/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Tata Nifty India Digital ETF Fund of Fund (IDCW) RI 12.9077 0.56 -10.74 9.95 0.00 102.88 0.48 5,000.00 invest
Tata Nifty India Digital ETF Fund of Fund (IDCW) 12.9077 0.56 -10.74 9.95 0.00 102.88 0.48 5,000.00 invest
Tata Nifty India Digital ETF Fund of Fund (G) 12.9077 0.56 -10.74 9.95 0.00 102.88 0.48 5,000.00 invest
BHARAT Bond ETF FOF - April 2032 (IDCW) 13.5021 0.47 4.68 7.63 0.00 4,345.68 0.03 100.00 invest
Groww Nifty India Internet ETF FOF - Reg (IDCW) 9.5545 -1.13 -9.46 0.00 0.00 12.73 0.69 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Indian Mutual Funds-Sundaram Arbitrage Fund - Dire Jun 30, 2026 16.16 23.56 0.83
Indian Mutual Funds-Sundaram Short Duration Fund - Jun 30, 2026 8.87 12.93 -35.24
Indian Mutual Funds-Nippon India Corporate Bond Fu Jun 30, 2026 8.07 11.76 0.00
Indian Mutual Funds-Sundaram Money Market Fund - D Jun 30, 2026 7.53 10.98 0.00
Indian Mutual Funds-Bandhan Short Duration Fund - Jun 30, 2026 7.19 10.48 1.99
Indian Mutual Funds-Invesco India Arbitrage Fund - Jun 30, 2026 5.17 7.54 0.95
Indian Mutual Funds-AXIS Corporate Bond Fund - Dir Jun 30, 2026 5.05 7.36 0.00
Indian Mutual Funds-Tata Arbitrage Fund - Direct ( Jun 30, 2026 4.67 6.81 0.95
Net CA & Others-Net CA & Others Jun 30, 2026 4.04 5.89 0.00
Reverse Repo-TREPS Jun 30, 2026 1.53 2.23 1,006.95

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Income Plus Arbitrage Active FoF - Reg (G)
Contact Person
S Bharath
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com