Mutual Funds

Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Sundaram Mutual FundFund of FundsHigh Risk
₹10.31+0.01 (+0.05%)

NAV as on 2026-07-17 · Equity · Fund of Funds

AUM

₹69 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.58%

Risk

High

Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
₹10.31+0.05%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+6.0%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.01
₹10.31

100% from 52W low

Fund Information

Fund of FundsEquitySince 13-01-2026

Fund House

Sundaram Mutual Fund

Category

Equity - Fund of Funds

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash63.0%
Other0.2%

Market Cap Split

Top Holdings

10 stocks
Weight1M Change
1

Sundaram Money Market Dir Gr

29.65%+2.1%
2

Sundaram Arbitrage Dir Gr

23.43%0.0%
3

Sundaram Shrt Dur Dir Gr

20.93%0.0%
4

Bandhan Short Duration Dir Gr

10.77%+39.8%
5

Invesco India Arbitrage Dir Gr

7.84%0.0%
6

Tata Arbitrage Dir Gr

7.08%0.0%
7

TREPS (Cash)

0.27%0.0%
8

Cash And Other Net Current Assets

0.03%0.0%
9

Sundaram Liquid Dir Gr

0.00%-100.0%
10

Axis Treasury Advantage Dir Gr

0.00%-100.0%

Fundamentals

P/E Ratio

19.96

Cat avg: 23.12

P/B Ratio

2.64

Cat avg: 3.23

Dividend Yield

1.46%

Cat avg: 1.44%

Price/Sale

2.52

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Sundaram Inc Pl Arbtrg Act FoF Reg IDCWP690.58---
Tata Multi Sector Passive FOF Reg IDCW-P-----
ICICI Pru Dyn Ast Allc Act FOF IDCWP28,5181.84+2.6%+10.8%+10.3%
ICICI Pru Agrsv Hyb Act FOF IDCW-P9,2652.09-1.5%+13.9%+13.2%
Kotak Inc Pl Arbtrg Omni FOF Reg IDCW-P7,7300.68+5.6%+7.7%-
HDFC Multi-Asset Active FoF Reg IDCW-P5,9381.10+6.3%+13.2%+12.5%
ICICI Pru Inc pls Arbtrg Omni FOF IDCW-P3,0400.54+6.2%+9.4%+8.8%
Nippon India Mlt-Asst Omni FoF Reg IDCWP2,7731.42+8.0%+16.8%+14.9%
HDFC Dvrs Eq All Cap Act FOF Reg IDCW-P2,5451.23---
Kotak Multi Asset Omni FOF Reg IDCW-P2,5221.64+7.4%+14.9%+14.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹69 Cr
Expense Ratio0.58%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings11

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.