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Fund Overview of Sundaram Income Plus Arbitrage Active Fof Direct-idcw
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₹10.10NAV
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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-idcw
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%.
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Fund Details
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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
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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-idcw
What is the long-term performance of Sundaram Income Plus Arbitrage Active Fof Direct-idcw?
- Since Inception: 0.95%
What is the portfolio composition of Sundaram Income Plus Arbitrage Active Fof Direct-idcw?
Equity: -0.09%, Debt: 62.92%, Others: 37.17%.
What is the market-cap allocation of Sundaram Income Plus Arbitrage Active Fof Direct-idcw?
Large Cap: 71.72%, Mid Cap: 25.87%, Small Cap: 2.41%.
Which are the top companies Sundaram Income Plus Arbitrage Active Fof Direct-idcw 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-idcw focuses on?
- Unspecified – 200.00% of the fund's portfolio
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Past performance may not be indicative of future results.
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^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.
