- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Income Plus Arbitrage Active Fof Direct-growth
Fund Overview of Sundaram Income Plus Arbitrage Active Fof Direct-growth
-
₹10.10NAV
-
0.42%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Asset Allocation
debt instruments
62.92%other assets or cash equivalents
37.17%Launched on 12 Jan 2026, the fund aims Capital appreciation over long term, Investment in Units of Arbitrage and Debt schemes. The expense ratio stands at 0.42%.About Sundaram Income Plus Arbitrage Active Fof Direct-growth
The portfolio allocation consists of 62.92% in debt instruments, 37.17% in other assets or cash equivalents.it has delivered a return of 0.00% in the last year, a total return since inception of 0.95%.
To take better investment decisions it is useful to also review best sip plan that align with long-term goals.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth  |
₹1,387 | 0.17% | 1.11% | 6.37% | 11.74% | 10.50% |
| ICICI Prudential Income Plus Arbitrage Omni Fof-growth |
₹1,387 | 0.16% | 1.07% | 6.12% | 11.25% | 9.85% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹1,238 | 0.02% | 0.95% | 6.25% | 7.41% | 6.27% |
Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth  |
₹1,238 | -0.01% | 0.86% | 5.98% | 7.08% | 5.90% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y ReturnsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth |
₹1,387 | ₹69.77 | 11.74% | 10.50% | 9.62% |
| ICICI Prudential Income Plus Arbitrage Omni Fof-growth |
₹1,387 | ₹64.88 | 11.25% | 9.85% | 9.03% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹1,238 | ₹41.00 | 7.41% | 6.27% | 7.29% |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth |
₹1,238 | ₹38.72 | 7.08% | 5.90% | 6.82% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Principal Short Term Income Fund Direct-growth | Unspecified | 21.16% | ₹16.12 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 19.86% | ₹15.13 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 15.82% | ₹15.05 Cr |
| Axis Treasury Advantage Fund Direct-growth | Unspecified | 13.16% | ₹12.52 Cr |
| Invesco India Arbitrage Fund Direct-growth | Unspecified | 10.55% | ₹10.03 Cr |
| Edelweiss Arbitrage Fund Direct-growth | Unspecified | 10.55% | ₹10.03 Cr |
| Tata Arbitrage Fund Direct - Growth | Unspecified | 10.55% | ₹10.03 Cr |
| Principal Short Term Income Fund Direct-growth | Unspecified | 10.53% | ₹10.02 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 10.53% | ₹10.01 Cr |
| Cash/net Current Assets | Unspecified | 7.88% | ₹7.49 Cr |
| Tata Arbitrage Fund Direct - Growth | Unspecified | 9.28% | ₹7.07 Cr |
| Axis Treasury Advantage Fund Direct-growth | Unspecified | 6.67% | ₹5.08 Cr |
| Invesco India Arbitrage Fund Direct-growth | Unspecified | 6.65% | ₹5.06 Cr |
| Hdfc Short Term Opportunities Direct Plan-growth | Unspecified | 6.62% | ₹5.04 Cr |
| Icici Prudential Short-term Direct Plan-growth | Unspecified | 6.62% | ₹5.04 Cr |
| Reliance Medium Term Fund Direct-growth | Unspecified | 6.60% | ₹5.02 Cr |
| Axis Corporate Bond Fund Direct-growth | Unspecified | 6.58% | ₹5.02 Cr |
| Hdfc Short Term Opportunities Direct Plan-growth | Unspecified | 5.26% | ₹5.00 Cr |
| Cash/net Current Assets | Unspecified | 5.93% | ₹4.52 Cr |
| Icici Prudential Short-term Direct Plan-growth | Unspecified | 2.63% | ₹2.51 Cr |
| Repo | Unspecified | 2.54% | ₹2.41 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 2.70% | ₹2.06 Cr |
| Sundaram Flexible Fund Flexible Income Plan Regular Direct-growth | Unspecified | 0.99% | ₹0.75 Cr |
| Repo | Unspecified | 0.35% | ₹0.26 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Income Plus Arbitrage Omni Fof Direct-growth |
₹69.77 | 11.74% | 10.50% | - |
| ICICI Prudential Income Plus Arbitrage Omni Fof-growth |
₹64.88 | 11.25% | 9.85% | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Direct-growth |
₹41.00 | 7.41% | 6.27% | - |
| Aditya Birla Sun Life Income Plus Arbitrage Active Fof Regular-growth |
₹38.72 | 7.08% | 5.90% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Income Plus Arbitrage Active Fof Direct-growth
What is the long-term performance of Sundaram Income Plus Arbitrage Active Fof Direct-growth?
- Since Inception: 0.95%
What is the portfolio composition of Sundaram Income Plus Arbitrage Active Fof Direct-growth?
Equity: -0.09%, Debt: 62.92%, Others: 37.17%.
What is the market-cap allocation of Sundaram Income Plus Arbitrage Active Fof Direct-growth?
Large Cap: 71.72%, Mid Cap: 25.87%, Small Cap: 2.41%.
Which are the top companies Sundaram Income Plus Arbitrage Active Fof Direct-growth has invested in?
- Principal Short Term Income Fund Direct-Growth – 21.16% of the fund's portfolio
- Principal Arbitrage Fund Direct-Growth – 19.86% of the fund's portfolio
- Principal Arbitrage Fund Direct-Growth – 15.82% of the fund's portfolio
- Axis Treasury Advantage Fund Direct-Growth – 13.16% of the fund's portfolio
- Invesco India Arbitrage Fund Direct-Growth – 10.55% of the fund's portfolio
Which are the major sectors Sundaram Income Plus Arbitrage Active Fof Direct-growth focuses on?
- Unspecified – 200.00% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
