Sundaram Income Plus Arbitrage Active FoF Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Income Plus Arbitrage Active FoF Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹69 Cr

Lock In Period

N/A

Expense Ratio

0.63

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Sundaram Income Plus Arbitrage Active FoF Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.36-1.1717.42
6M3.053.7929.94
1Y0.005.2581.73
3Y0.0028.18261.45

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
View allocation % by

1. Sundaram Arbitrage Fund - Direct Growth23.63%
2. Nippon India Corporate Bond Fund - Direct Plan Growth Plan14.66%
3. Sundaram Short Duration Fund - Direct Growth12.93%
4. Sundaram Money Market Fund-Direct Plan - Growth11.00%
5. Bandhan Short Duration Fund - Direct Growth10.46%
6. Axis Corporate Bond Fund - Direct Plan - Growth10.26%
7. Invesco India Arbitrage Fund - Direct Growth7.56%
8. Tata Arbitrage Fund - Direct Growth6.83%
9. Bandhan Dynamic Bond Fund - Direct Plan - Growth1.43%
10. TREPS0.74%
11. Sundaram Ultra Short Duration Fund - Direct - Growth0.47%
12. Cash & Other Net Current Assets0.03%
No Data Found
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About Fund Sundaram Income Plus Arbitrage Active FoF Growth

Sundaram Income Plus Arbitrage Active FoF Growth managed by Sundaram Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹69 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.63. 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
Tata Income Plus Arbitrage Active FOF Growth0268 CR0.58
Nippon India Income Plus Arbitrage Omni Fund of Fund Growth00 CR
Sundaram Income Plus Arbitrage Active FoF Growth068 CR0.63
Franklin India Life Stage Fund of Funds - 20s Plan Growth010 CR1.38
Fund Name1Y3Y
This FundTata Income Plus Arbitrage Active FOF Growth5.44660
This FundNippon India Income Plus Arbitrage Omni Fund of Fund Growth00
This FundSundaram Income Plus Arbitrage Active FoF Growth00
This FundFranklin India Life Stage Fund of Funds - 20s Plan Growth4.757349.5845

Sundaram Income Plus Arbitrage Active FoF Growth 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 0.63. 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 : 0.36%
  • 6 Months : 3.05%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Sundaram Income Plus Arbitrage Active FoF Growth are updated daily based on NAV of ₹ 10.3979 as on Sep 10,2026. 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 ₹69 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.