How to check the XIRR of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth

Q: How to check portfolio overlap for Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 0.42

Risk: Moderate

Other Scheme - FoF Domestic

Plan: Direct

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

Inception: 05-01-2026

Exit Load: Nil

Fund Size:₹76.09 Cr

Performance

FundN/A

Cat. Avg.7.15%

FundN/A

Cat. Avg.15.34%

FundN/A

Cat. Avg.18.72%

FundN/A

Cat. Avg.12.38%

10Y

FundN/A

Cat. Avg.11.51%

Fund3.79%

Cat. Avg.12.46%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

No available Data

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Top Sectors

No available Data

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Asset Class

Market Cap

No available Data

Top Sectors

No available Data

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Sundaram Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		16.16	23.56%
2	Sundaram Short Duration Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		8.87	12.93%
3	Nippon India Corporate Bond Fund - Direct Plan Growth Plan	Mutual Fund	Mutual Fund Units	Mutual Fund Units		8.07	11.76%
4	Sundaram Money Market Fund-Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		7.53	10.98%
5	Bandhan Short Duration Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		7.19	10.48%
6	Invesco India Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		5.17	7.54%
7	Axis Corporate Bond Fund - Direct Plan - Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		5.05	7.36%
8	Tata Arbitrage Fund - Direct Growth	Mutual Fund	Mutual Fund Units	Mutual Fund Units		4.67	6.81%
9	Cash and Other Net Current Assets	CASH	Others	Others		4.04	5.89%
10	TREPS	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo	5.42%	1.53	2.23%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	40000	40656	+1.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Feb, 26	1 L.	1.04 L.	+3.8%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.