Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW)

FoFs Domestic

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NAV
10.10(0.01%)
Fund Size (CR)
₹76.17
Expense Ratio
0.42
Scheme Type
Active Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹500
Minimum SIP Investment
₹250
Minimum Withdrawal
₹500
Exit Load
0%
Return Since Launch
1.01%

Absolute Return: 1.01%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

Nifty Short Duration Debt Index (60%) + Nifty 50 Arbitrage Index (TRI) (40%)

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	March 10, 2026	10006.04	0.06%	-	-2.38%	44/510
1 Month	February 17, 2026	10026.40	0.26%	-	-1.44%	166/490
3 Month	-	-	-	-	-	-/-
6 Month	-	-	-	-	-	-/-
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	January 12, 2026	10100.90	1.01%	1.01%	15.53%	416/514

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	February 2, 2026	20,000	20071.13	0.36%	0.36%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.04%

Standard Deviation

0.01%

Beta

0.04%

Sharpe Ratio

0.55%

Treynor's Ratio

0.00%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW)	76.17	0.26%	-	-	-	-
SBI Silver ETF Fund of Fund - Direct (G)	4212.82	9.70%	25.73%	99.64%	150.81%	-
SBI Silver ETF Fund of Fund - Direct (IDCW)	4212.82	9.70%	25.73%	99.64%	150.81%	-
HDFC Silver ETF Fund of Fund - Direct (G)	4734.74	10.06%	25.06%	97.11%	147.96%	53.73%
Kotak Silver ETF Fund of Fund - Direct (G)	993.19	9.30%	25.56%	98.15%	147.94%	-
Nippon India Silver ETF FOF - Direct (G)	4719.87	9.48%	24.59%	96.10%	147.06%	53.19%

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Small Cap Fund	Equity	Very High	11.25%	3	₹3,306.19
Sundaram Fin Serv Opportunities	Equity	Very High	13.98%	4	₹1,684.47
Sundaram Balanced Advantage Fund	Hybrid	High	5.64%	3	₹1,694.61
Sundaram Large Cap Fund	Equity	Very High	4.75%	3	₹3,244.86
Sundaram Services Fund	Equity	Very High	8.45%	0	₹4,613.83
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	12.25%	0	₹31.88
Sundaram Low Duration Fund	Debt	Moderate	6.97%	5	₹469.75
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	10.2%	3	₹134.59
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	10.01%	0	₹13.09
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	12.2%	0	₹21.52
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	10.03%	0	₹28.69
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	9.57%	0	₹70.30
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	9.19%	0	₹33.85
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	21.41%	0	₹157.45
Sundaram Overnight Fund	Debt	Low	5.49%	3	₹1,116.94
Sundaram Consumption Fund	Equity	Very High	-1%	2	₹1,457.55
Sundaram Arbitrage Fund	Hybrid	Moderately Low	7.13%	2	₹334.80
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	9.86%	0	₹33.55
Sundaram Equity Savings Fund	Hybrid	Moderate	6.23%	0	₹1,181.74
Sundaram Aggressive Hybrid Fund	Hybrid	High	5.62%	3	₹8,141.79
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	17.67%	0	₹3,344.30
Sundaram Income Plus Arbitrage Active FoF	Other	Moderate	0%	0	₹76.17
Sundaram Corporate Bond Fund	Debt	Moderately Low	6.81%	3	₹626.56
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	3.35%	2	₹19.65
Sundaram Mid Cap Fund	Equity	Very High	14.36%	4	₹13,235.50
Sundaram Banking & PSU Fund	Debt	Moderately Low	6.78%	3	₹281.42
Sundaram Money Market Fund	Debt	Low	7.04%	3	₹2,334.48
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	6.85%	4	₹1,907.34
Sundaram Focused Fund	Equity	Very High	4.38%	3	₹1,055.51
Sundaram Value Fund	Equity	Very High	6.17%	0	₹1,392.01
Sundaram Business Cycle Fund	Equity	Very High	-0.34%	0	₹1,617.88
Sundaram ELSS Tax Saver Fund	Equity	Very High	6.37%	3	₹1,348.88
Sundaram Dividend Yield Fund	Equity	Very High	7.69%	0	₹894.28
Sundaram Flexi Cap Fund	Equity	Very High	7.5%	3	₹2,058.70
Sundaram Large and Mid Cap Fund	Equity	Very High	8.99%	2	₹6,867.64
Sundaram Short Duration Fund	Debt	Moderate	7.23%	3	₹200.63
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹1,014.49
Sundaram Multi Cap Fund	Equity	Very High	6.97%	2	₹2,826.95
Sundaram Infrastructure Advantage Fund	Equity	Very High	16.29%	2	₹963.88
Sundaram Liquid Fund	Debt	Moderate	6.33%	4	₹6,220.88
Sundaram Medium Duration Fund	Debt	Moderate	5.77%	1	₹35.08

News

Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the following schemes, With effect from 16 March 2026.

Change in Fund Manager:

Scheme Name	Existing Fund Manager	New Fund Manager
Sundaram Business Cycle Fund	FM1 - Mr. Bharath S FM2 - Mr. Dwijendra Srivastava (FI Portion) FM3 - Mr. Sandeep Agarwal (FI Portion) FM4 - Mr. Shalav Saket (Overseas Securities)	FM1 - Mr. Madanagopal Ramu FM2 - Mr. Dwijendra Srivastava (FI Portion) FM3 - Mr. Sandeep Agarwal (FI Portion) FM4 - Mr. Shalav Saket (Overseas Securities)
Sundaram Large and Mid Cap Fund	FM1- Mr. Bharath S FM2- Mr. Shalav Saket (Overseas Securities)	FM1- Mr. Madanagopal Ramu FM2- Mr. Shalav Saket (Overseas Securities)

Scheme Name

Existing Fund Manager

New Fund Manager

Sundaram Business Cycle Fund

FM1 - Mr. Bharath S

FM2 - Mr. Dwijendra Srivastava (FI Portion)

FM3 - Mr. Sandeep Agarwal (FI Portion)

FM4 - Mr. Shalav Saket (Overseas Securities)

FM1 - Mr. Madanagopal Ramu

FM2 - Mr. Dwijendra Srivastava (FI Portion)

FM3 - Mr. Sandeep Agarwal (FI Portion)

FM4 - Mr. Shalav Saket (Overseas Securities)

Sundaram Large and Mid Cap Fund

FM1- Mr. Bharath S

FM2- Mr. Shalav Saket (Overseas Securities)

FM1- Mr. Madanagopal Ramu

FM2- Mr. Shalav Saket (Overseas Securities)

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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 March 2026 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Sundaram Mutual Fund announces change in fund manager under its schemes

Sundaram Mutual Fund has announced change in fund manager under the following schemes, With effect from 27 February 2026.

Change in Fund Manager:

Scheme Name (s)	Existing Fund Manager	New Fund Manager
Sundaram Business Cycle Fund	Ratish Varier Dwijendra Srivastava Sandeep Agarwal Shalav Saket (Overseas Securities)	Bharath S Dwijendra Srivastava Sandeep Agarwal Shalav Saket (Overseas Securities)
Sundaram Consumption Fund	Ratish Varier Shalav Saket (Overseas Securities)	Anuj Bansal Rohit Seksaria Shalav Saket (Overseas Securities)
Sundaram Multi Cap Fund	Ratish Varier Shalav Saket (Overseas Securities)	Bharath S Shalav Saket (Overseas Securities)
Sundaram Mid Cap Fund	Bharath S Ratish Varier Shalav Saket (Overseas Securities)	Bharath S Shalav Saket (Overseas Securities)

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Fund House Details & Investment Objective

Date of Incorporation

January 5, 2026

Total AUM (Cr)

₹76.17

Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) is an FoFs Domestic-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in January 5, 2026, this fund is managed by S Bharath. With assets under management (AUM) worth ₹76.17 (Cr), as of March 17, 2026, Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) is categorized as a FoFs Domestic within its segment. The fund has generated a return of 1.01% since its launch.
The current NAV of Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) is ₹10.1, as on March 17, 2026. The fund's benchmark index is Nifty Short Duration Debt Index (60%) + Nifty 50 Arbitrage Index (TRI) (40%). You can invest in Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹250 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 0.35% in Debt and 99.65% in cash and cash equivalents.

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