
Sundaram Income Plus Arbitrage Active FoF Fund Direct - Growth
Sundaram Income Plus Arbitrage Active FoF Fund Direct - Growth
as on 17 Jul 2026
Sundaram Income Plus Arbitrage Active FoF Fund Direct - Growth is a mutual fund scheme launched on 12 Jan 2026. Investors can begin their investment journey with a minimum SIP of ₹250 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹68.60 crores, and the current NAV stands at ₹10.3262 as of 17 Jul 2026. The expense ratio of the fund is 0.33%.
NAV ₹ 10.3262 (+0.05%)
NAV
NIFTY50
NAV
NIFTY50
NAV ₹ 10.3262 (+0.05%)
CompareReturns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
6M
₹ 3.02 L
3.50%
₹ 3.07 L
8.00%
₹ 3.03 L
3.17%
Total Investment
₹ 3,00,000
Returns
₹ 2,786 (3.17%)
Maturity Value
₹ 3,02,786
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 68.60 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹68.60 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 250.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 68.60
Expense Ratio
0.33%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
12 Jan 2026
Fund Age
0 Yrs
Benchmark
Nifty Short Duration Debt Index (60%) + Nifty 50
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- No charges for withdrawal
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Kumaresh Ramakrishnan | Engineering from Mumbai University. MBA(NMIMS) |
| S Bharath | B.Com, MBA, ICWA |
| Sandeep Agarwal | B.Com., ACA & CS. |
Fund 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.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
No. of Schemes
33
Total AUM
₹ 76,654.44 Cr
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Contact Details
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
Sorry, No Data Available at this Moment!
FAQs
When was Sundaram Income Plus Arbitrage Active FoF Fund launched?
What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Fund?
What is the AUM of Sundaram Income Plus Arbitrage Active FoF Fund?
What is the rate of return of Sundaram Income Plus Arbitrage Active FoF Fund?
- In the past 1Y: 0.00%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF Fund?
What is exit load of Sundaram Income Plus Arbitrage Active FoF Fund?
What is the portfolio of Sundaram Income Plus Arbitrage Active FoF Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Sundaram Income Plus Arbitrage Active FoF Fund?
Who is the fund manager Sundaram Income Plus Arbitrage Active FoF Fund?
What is the minimum investment required in Sundaram Income Plus Arbitrage Active FoF Fund?
How to invest in Sundaram Income Plus Arbitrage Active FoF Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



