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Fund of Funds-Income Plus Arbitrage
Sundaram Mutual Fund
Sundaram Mutual Fund · Fund of Funds-Income Plus Arbitrage

Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth

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 AMC

DebtBenchmark · 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRITER · 0.58%Inception · 05-01-2025
NAV
10.17
+0.00% · as of 14-05-2026
Since inception
1.63%
CAGR
Benchmark (inception)
7.29%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
0.58%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +1.63% CAGR vs benchmark +7.29%.

Portfolio

Where the money is invested

Top holdings

Sundaram Money Market Fund-Direct Plan - Growth28.39%
Sundaram Arbitrage Fund - Direct Growth22.94%
Sundaram Short Duration Fund - Direct Growth20.49%
Invesco India Arbitrage Fund - Direct Plan - Growth Option7.68%
Bandhan Short Duration Fund - Direct Plan - Growth7.53%
TATA ARBITRAGE FUND6.94%
Sundaram Liquid Fund - Direct Growth4.30%
Axis Treasury Advantage Fund - Direct Growth1.64%
TREPS0.11%
Cash and Other Net Current Assets-0.01%

Sector allocation

Not available.
Riskometer
LowVery High
Moderate

What if you'd SIP'd here?

@ 1.6% p.a.
₹10,000
10 years
Projected value
₹13,04,148
Invested: ₹12,00,000
Gained: ₹1,04,148
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
S
S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154127
ISIN (Growth)
INF903JA1MC4
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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