Sundaram Income Plus Arbitrage Active FoF Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

65 Cr

Lock In Period

N/A

Expense Ratio

0.58

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Summary

Sundaram Income Plus Arbitrage Active FoF Growth NAV is ₹10.1588 as of 26 May, 2026. Sundaram Income Plus Arbitrage Active FoF Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Sundaram Income Plus Arbitrage Active FoF Growth is ₹250. The AUM of Sundaram Income Plus Arbitrage Active FoF Growth is ₹65 Cr. The expense ratio of the fund is 0.58%, and its benchmark is NIFTY Short Duration Debt Index A-II. The current exit load of the fund is Nil. In the last 1M months, Sundaram Income Plus Arbitrage Active FoF Growth has delivered 0.06% returns.

Sundaram Income Plus Arbitrage Active FoF Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.06-0.8120.12
6M0.001.2974.29
1Y0.004.43168.66
3Y0.0013.23253.24

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-04-30
View allocation % by

1. Sundaram Money Market Fund-Direct Plan - Growth29.65%
2. Sundaram Arbitrage Fund - Direct Growth23.43%
3. Sundaram Short Duration Fund - Direct Growth20.93%
4. Bandhan Short Duration Fund - Direct Growth10.77%
5. Invesco India Arbitrage Fund - Direct Growth7.84%
6. Tata Arbitrage Fund - Direct Growth7.08%
7. TREPS0.27%
8. Cash & Other Net Current Assets0.03%

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 ₹65 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.58. 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 Name1Y3Y
This FundGroww Nifty Capital Markets ETF FOF Growth00
This FundGroww Multi Asset Omni FOF Growth00
This FundSundaram Income Plus Arbitrage Active FoF Growth00
This FundICICI Prudential Silver ETF FOF Growth162.6035245.1622
This FundUTI Silver ETF Fund of Fund Growth163.732249.4085

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 0.58. 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 : 0.06%
  • 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 ₹ 10.1588 as on May 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 ₹65 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.