Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Expense Ratio: 0.72
Risk: Moderate
Other Scheme - FoF Domestic
Plan: Regular
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
1Y
FundN/A
Cat. Avg.6.57%
2Y
FundN/A
Cat. Avg.15.12%
3Y
FundN/A
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund3.61%
Cat. Avg.11.44%
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
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Market Cap
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Top Sectors
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Asset Class
Market Cap
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sundaram Arbitrage Fund - Direct Growth | 16.16 | 23.56% |
| 2 | Sundaram Short Duration Fund - Direct Growth | 8.87 | 12.93% |
| 3 | Nippon India Corporate Bond Fund - Direct Plan Growth Plan | 8.07 | 11.76% |
| 4 | Sundaram Money Market Fund-Direct Plan - Growth | 7.53 | 10.98% |
| 5 | Bandhan Short Duration Fund - Direct Growth | 7.19 | 10.48% |
| 6 | Invesco India Arbitrage Fund - Direct Growth | 5.17 | 7.54% |
| 7 | Axis Corporate Bond Fund - Direct Plan - Growth | 5.05 | 7.36% |
| 8 | Tata Arbitrage Fund - Direct Growth | 4.67 | 6.81% |
| 9 | Cash and Other Net Current Assets | 4.04 | 5.89% |
| 10 | TREPS | 1.53 | 2.23% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 40000 | 40623 | +1.6% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 11 Feb, 26 | 1 L. | 1.04 L. | +3.6% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP 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.