Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Fund House: Sundaram Mutual Fund
Category: Fund of Funds-Income Plus Arbitrage
Status: Open Ended Schemes
Launch Date: 05-01-2025
Minimum Investment: 500.0
Asset Class: Debt
Minimum Topup: 5000.0
Benchmark: 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Total Assets: 0.0 As on ()
Expense Ratio: 0.0% As on ()
Turn over: 81.00% | Exit Load: NIL
NAV as on 14-01-2026
10.0062
-5.0E-4
CAGR Since Inception
0.0%
60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI 7.38%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout | - | - | - | - | - |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | 7.22 | 9.18 | 8.09 | 8.21 | 4.8 |
Funds Manager
S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan
RETURNS CALCULATORS for Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF Fund Reg IDCW Payout | 05-01-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Income Plus Arbitrage Active FOF Gr | 05-11-2014 | 14.07 | 12.76 | 13.26 | 13.21 | 7.95 |
| Axis Income Plus Arbitrage Active FOF Reg Gr | 05-01-2020 | 8.33 | 8.21 | 7.63 | 6.31 | 0.0 |
| ABSL Income Plus Arbitrage Active FOF Reg Plan Gr | 01-12-2006 | 7.27 | 7.45 | 7.24 | 5.94 | 6.98 |
| Kotak Income Plus Arbitrage Omni FOF Reg Plan Gr | 17-11-2022 | 6.99 | 7.99 | 7.89 | 0.0 | 0.0 |
| Bandhan Income Plus Arbitrage Active FOF Reg Plan Gr | 13-09-2004 | 6.83 | 7.22 | 7.09 | 5.65 | 6.95 |
| ICICI Pru Income Plus Arbitrage Omni FOF Gr | 18-12-2003 | 6.52 | 9.04 | 11.01 | 9.95 | 9.06 |
| DSP Income Plus Arbitrage Omni FoF Reg Plan Gr | 21-08-2014 | 6.22 | 9.07 | 9.29 | 5.71 | 8.02 |
| HSBC Income Plus Arbitrage Active FOF Gr | 30-04-2014 | 5.97 | 6.86 | 7.26 | 5.54 | 6.42 |
| HDFC Income Plus Arbitrage Active FOF Reg Gr | 06-02-2012 | 2.78 | 6.24 | 11.91 | 12.45 | 12.06 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout | - | - | - | - | - | - |
| Fund of Funds-Income Plus Arbitrage | - | - | - | - | - | - |