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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹66 Cr

Lock In Period

N/A

Expense Ratio

0.65

Benchmark

NIFTY Short Duration Debt Index A-II

Exit Load

Nil

Summary

Latest details for Sundaram Income Plus Arbitrage Active FoF Growth include a ₹10.1565 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹250. The Sundaram Income Plus Arbitrage Active FoF Growth AUM is ₹66 Cr, with a lock-in of N/A years, expense ratio of 0.65%, and benchmark NIFTY Short Duration Debt Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.57% returns, against a category average of 0.95% and a category best of 19.38%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.570.9519.38
6M0.001.7561.37
1Y0.005.81155.94
3Y0.0014.48261.81

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-03-31
View allocation % by

1. Sundaram Money Market Fund-Direct Plan - Growth28.39%
2. Sundaram Arbitrage Fund - Direct Growth22.94%
3. Sundaram Short Duration Fund - Direct Growth20.49%
4. Invesco India Arbitrage Fund - Direct Growth7.68%
5. Bandhan Short Duration Fund - Direct Growth7.53%
6. Tata Arbitrage Fund - Direct Growth6.94%
7. Sundaram Liquid Fund - Direct Growth4.30%
8. Axis Treasury Advantage Fund - Direct Growth1.64%
9. TREPS0.11%
10. Cash & Other Net Current Assets-0.01%

About Fund

Sundaram Income Plus Arbitrage Active FoF Growth managed by Sundaram Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹66 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.65. Under the expert guidance of Kumaresh Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundGroww Nifty Capital Markets ETF FOF Growth010.52 CR0.6
This FundMotilal Oswal Developed Market Ex US ETFs Overseas Equity PassiveFOF Growth035.52 CR0.55
This FundSundaram Income Plus Arbitrage Active FoF Growth066.33 CR0.65
This FundKotak Silver ETF Fund of Fund Growth0891.43 CR0.7
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth52067.54 CR0.45
Fund Name1Y3Y
This FundGroww Nifty Capital Markets ETF FOF Growth00
This FundMotilal Oswal Developed Market Ex US ETFs Overseas Equity PassiveFOF Growth43.02230
This FundSundaram Income Plus Arbitrage Active FoF Growth00
This FundKotak Silver ETF Fund of Fund Growth152.3954215.0699
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth53.3451257.6399

FAQs

Sundaram Income Plus Arbitrage Active FoF Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Income Plus Arbitrage Active FoF Growth is 0.65. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Income Plus Arbitrage Active FoF Growth’s fund performance is as follows:
  • 1 Month : 0.57%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Income Plus Arbitrage Active FoF Growth are updated daily based on NAV of ₹ 10.1565 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in Sundaram Income Plus Arbitrage Active FoF Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Income Plus Arbitrage Active FoF Growth is ₹66 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Income Plus Arbitrage Active FoF Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500