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Fund Overview of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW
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₹55.7 CrAUM
-
₹10.48NAV
-
0.31%Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
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.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.03% | NA | NA |
| 6 Months | 3.01% | NA | NA |
As on Thu Nov 05, 2026
Asset Allocation of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW
debt instruments
63.91%other assets or cash equivalents
36.29%Large Cap: 72.31%
Mid Cap: 24.57%
Small Cap: 3.12%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Launched on 12 Jan 2026, the fund aims Capital appreciation over long term, Investment in Units of Arbitrage and Debt schemes. It manages assets worth ₹55.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.31%.
About FundAbout Sundaram Income Plus Arbitrage Active FOF Direct-IDCW
The portfolio allocation consists of 63.91% in debt instruments, 36.29% in other assets or cash equivalents.it has delivered a return of 0.00% in the last year, a total return since inception of 4.75%.
Choosing the right best sip plan plays a vital part in financial planning.
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW Fund Details
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Compare Mutual Funds
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW Fund Returns Comparison
Compare Sundaram Income Plus Arbitrage Active FOF Direct-IDCW with other mutual funds in the same category
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW
Franklin India Income Plus Arbitrage Active FOF Direct-Growth
Franklin India Income Plus Arbitrage Active FOF Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Franklin India Income Plus Arbitrage Active FOF Direct-Growth  |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹142 | 0.31% | 1.06% | 5.81% | 12.88% | 10.44% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹2,647 | 0.37% | 0.72% | 5.12% | 8.95% | 10.12% |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹142 | 0.29% | 0.98% | 5.47% | 12.12% | 9.57% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | 0.65% | 0.93% | 5.97% | 9.33% | 9.53% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹2,647 | 0.35% | 0.64% | 4.79% | 8.39% | 9.42% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Income Plus Arbitrage Active FOF Direct-Growth
|
₹56 | 0.42% | 1.03% | 3.01% | - | - |
|
Sundaram Income Plus Arbitrage Active FOF Regular-Growth
|
₹56 | 0.40% | 0.97% | 2.88% | - | - |
|
Sundaram Income Plus Arbitrage Active FOF Regular-IDCW
|
₹56 | 0.40% | 0.97% | 2.88% | - | - |
growth is based on 1-month returns of the fundsSundaram Income Plus Arbitrage Active FOF Direct-IDCW Calculator
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Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Kotak Income Plus Arbitrage Omni FOF Direct-Growth |
₹7,896 | ₹13.32 | 7.48% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-Growth |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Regular-IDCW |
₹7,896 | ₹13.24 | 7.28% | - | - |
| Kotak Income Plus Arbitrage Omni FOF Direct-IDCW |
₹7,896 | ₹13.32 | 7.48% | - | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF-Growth |
₹3,294 | ₹67.41 | 8.97% | 8.94% | 8.68% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹3,294 | ₹72.57 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹3,294 | ₹56.12 | 9.33% | 9.53% | 9.26% |
| ICICI Prudential Income Plus Arbitrage Omni FOF-IDCW |
₹3,294 | ₹51.72 | 8.97% | 8.94% | 8.68% |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹2,647 | ₹41.56 | 8.39% | 9.42% | 10.61% |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹2,647 | ₹46.01 | 8.95% | 10.12% | 11.41% |
View More
Top funds are based on Fund AUM
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Principal Arbitrage Fund Direct-growth | Unspecified | 36.71% | ₹20.43 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 36.71% | ₹20.43 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 36.71% | ₹20.43 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 36.71% | ₹20.43 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 28.80% | ₹19.40 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 29.65% | ₹19.35 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 28.39% | ₹18.83 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 22.96% | ₹16.30 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 22.96% | ₹16.30 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 22.96% | ₹16.30 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 22.96% | ₹16.30 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 23.56% | ₹16.16 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 23.56% | ₹16.16 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 23.56% | ₹16.16 Cr |
| Sundaram Short Term Fund Direct-growth | Unspecified | 21.16% | ₹16.12 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 23.79% | ₹16.03 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 23.43% | ₹15.29 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 22.94% | ₹15.21 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 19.86% | ₹15.13 Cr |
| Principal Arbitrage Fund Direct-growth | Unspecified | 15.82% | ₹15.05 Cr |
View More
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Franklin India Income Plus Arbitrage Active FOF Direct-Growth |
₹25.56 | 12.88% | 10.44% | - |
| Franklin India Income Plus Arbitrage Active FOF Direct-IDCW |
₹23.43 | 12.88% | 10.44% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-Growth |
₹46.01 | 8.95% | 10.12% | - |
| HDFC Income Plus Arbitrage Active FOF Direct-IDCW |
₹40.41 | 8.95% | 10.12% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-Growth |
₹22.57 | 12.12% | 9.57% | - |
| Franklin India Income Plus Arbitrage Active FOF Regular-IDCW |
₹20.84 | 12.12% | 9.57% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-Growth |
₹72.57 | 9.33% | 9.53% | - |
| ICICI Prudential Income Plus Arbitrage Omni FOF Direct-IDCW |
₹56.12 | 9.33% | 9.53% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-Growth |
₹41.56 | 8.39% | 9.42% | - |
| HDFC Income Plus Arbitrage Active FOF Regular-IDCW |
₹36.42 | 8.39% | 9.42% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Income Plus Arbitrage Active FOF Direct-IDCW
What is the current AUM of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW?
As of Wed Sep 30, 2026, Sundaram Income Plus Arbitrage Active FOF Direct-IDCW manages assets worth ₹55.7 crore
How has Sundaram Income Plus Arbitrage Active FOF Direct-IDCW performed recently?
- 3 Months: 1.03%
- 6 Months: 3.01%
What is the long-term performance of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW?
- Since Inception: 4.75%
What is the portfolio composition of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW?
Equity: -0.20%, Debt: 63.91%, Others: 36.29%.
What is the market-cap allocation of Sundaram Income Plus Arbitrage Active FOF Direct-IDCW?
Large Cap: 72.31%, Mid Cap: 24.57%, Small Cap: 3.12%.
Which are the top companies Sundaram Income Plus Arbitrage Active FOF Direct-IDCW has invested in?
- Principal Arbitrage Fund Direct-Growth – 36.71% of the fund's portfolio
- Principal Arbitrage Fund Direct-Growth – 36.71% of the fund's portfolio
- Principal Arbitrage Fund Direct-Growth – 36.71% of the fund's portfolio
- Principal Arbitrage Fund Direct-Growth – 36.71% of the fund's portfolio
- Sundaram Money Market Fund Direct - Growth – 28.80% of the fund's portfolio
Which are the major sectors Sundaram Income Plus Arbitrage Active FOF Direct-IDCW focuses on?
- Unspecified – 523.19% of the fund's portfolio
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