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Jan 12, 2026


Category

Others

AUM (Cr.)

0.00

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.72

Sharpe Ratio

0.00

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.

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Income Plus Arbitrage Active FoF - Reg (IDCW) RI 0 0 0 0 0 0
Benchmark 0 0 0 0 0 0
Category Average - BEST ETFS/INDEX -0.13 25.04 42.91 23.11 15.34 18.75
Category Rank 6/2 1/2 1/2 1/2 1/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Silver ETF Fund of Fund - Regular (G) 34.9582 3.15 162.22 0.00 0.00 1,157.43 0.60 100.00 invest
SBI Silver ETF Fund of Fund - Regular (G) 28.0527 3.08 164.45 0.00 0.00 4,779.20 0.64 5,000.00 invest
SBI Silver ETF Fund of Fund - Regular (IDCW) 28.0539 3.08 164.47 0.00 0.00 4,779.20 0.64 5,000.00 invest
HDFC Silver ETF Fund of Fund - Regular (G) 43.2591 2.95 161.26 55.54 0.00 5,811.22 0.60 100.00 invest
Edelweiss Silver ETF Fund of Fund - Regular (G) 11.1860 -3.17 0.00 0.00 0.00 141.20 0.59 100.00 invest

Asset Allocation

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-Tata Arbitrage Fund - Direct ( Jan 31, 2026 10.03 10.55 0.00
Indian Mutual Funds-Sundaram Money Fund - Direct ( Jan 31, 2026 10.01 10.53 0.00
Indian Mutual Funds-Invesco India Arbitrage Fund - Jan 31, 2026 10.03 10.55 0.00
Indian Mutual Funds-HDFC Short Term Debt Fund - Di Jan 31, 2026 5.00 5.26 0.00
Indian Mutual Funds-Sundaram Short Duration Fund - Jan 31, 2026 10.02 10.53 0.00
Net CA & Others-Net CA & Others Jan 31, 2026 7.49 7.88 0.00
Indian Mutual Funds-ICICI Pru Short Term Fund - Di Jan 31, 2026 2.51 2.63 0.00
Indian Mutual Funds-AXIS Treasury Advantage Fund - Jan 31, 2026 12.52 13.16 0.00
Indian Mutual Funds-Sundaram Arbitrage Fund - Dire Jan 31, 2026 15.05 15.83 0.00
Indian Mutual Funds-Edelweiss Arbitrage Fund - Dir Jan 31, 2026 10.03 10.55 0.00

latest news

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

Feb 27, 2026 10:43

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 February 2026 as the record date for ...

Feb 13, 2026 11:19

Sundaram Mutual Fund hereby announces a change in Key Personnel. The details of the change are as under:

Notice is hereby given that Mr. Siddarth Mohta has been appointed as Associ...

Jan 22, 2026 11:35

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the followi...

Jan 22, 2026 10:32

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 23 January 2026 as the record date for t...

Jan 21, 2026 10:19

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 16 January 2026 as the record date for t...

Jan 14, 2026 10:57

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Income Plus Arbitrage Active FoF - Reg (IDCW) RI
Contact Persone : 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