What is the current price / NAV of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The current NAV of Sundaram Income Plus Arbitrage Active FoF(IDCW) is ₹10.09, as of 4th March 2026.What are the top 5 sectoral holdings of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The top sectors Sundaram Income Plus Arbitrage Active FoF(IDCW) has invested in are as follows:- Others | 97.46%
- Miscellaneous | 2.54%
What are the top 5 holdings of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The top 5 holdings for Sundaram Income Plus Arbitrage Active FoF(IDCW) are as follows:- Sundaram Arbitrage Fund - Direct Growth | 15.82%
- Axis Treasury Advantage Fund - Direct Growth | 13.16%
- Invesco India Arbitrage Fund - Direct Growth | 10.55%
- Edelweiss Arbitrage Fund - Direct Growth | 10.55%
- Tata Arbitrage Fund - Direct Growth | 10.55%
What is the asset allocation of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The asset allocation for Sundaram Income Plus Arbitrage Active FoF(IDCW) is as follows:- Mutual Funds | 89.59%
- Cash & Equivalents | 10.41%
What is the AUM of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The AUM (i.e. assets under management) of Sundaram Income Plus Arbitrage Active FoF(IDCW) is ₹95.12 Cr as of 4th March 2026.What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The expense ratio of Sundaram Income Plus Arbitrage Active FoF(IDCW) Plan is 0.42 as of 4th March 2026.What is the volatility or standard deviation of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The volatility or standard deviation for the Sundaram Income Plus Arbitrage Active FoF(IDCW) is 0.42
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The Sharpe ratio for the Sundaram Income Plus Arbitrage Active FoF(IDCW) is 7.63
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Sundaram Income Plus Arbitrage Active FoF(IDCW)?
The Sortino Ratio for the Sundaram Income Plus Arbitrage Active FoF(IDCW) is 1.07
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
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S
Sundaram Income Plus Arbitrage Active FoF(IDCW) Direct IDCW
IDCW
₹10.090.03% (-0.00)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
LowStay at ease, amongst the lower risk funds
Cost
AvgMarket standard costs, nothing exciting
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Sundaram Income Plus Arbitrage Active FoF(IDCW) Performance & Key Metrics
Sundaram Income Plus Arbitrage Active FoF(IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.42 | — | 7.63 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.42 | 6.99 | 2.19 |
Sundaram Income Plus Arbitrage Active FoF(IDCW) Scheme InfoSundaram Income Plus Arbitrage Active FoF(IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About FoFs (Domestic) - Hybrid
About FoFs (Domestic) - Hybrid
These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.
Sundaram Income Plus Arbitrage Active FoF(IDCW) Peers
Sundaram Income Plus Arbitrage Active FoF(IDCW) Peers & Comparison
Comparing 3 mutual funds from
OtherFoFs (Domestic) - Hybrid
OtherFoFs (Domestic) - Hybrid
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF(IDCW) | — | — | — |
| ICICI Pru Dynamic Asset Allocation Active FOF(IDCW-Payout) | 12.87% | 11.47% | 10.46% |
| Kotak Income Plus Arbitrage Omni FOF(IDCW) | 7.37% | 8.12% | 7.94% |
| HDFC Multi-Asset Active FOF(IDCW Reinv) | 17.33% | 17.44% | 15.78% |
Sundaram Income Plus Arbitrage Active FoF(IDCW) Returns Comparison
Compare Sundaram Income Plus Arbitrage Active FoF(IDCW) with any MF, ETF, stock or indexCompare Sundaram Income Plus Arbitrage Active FoF(IDCW) with any MF, ETF, stock or index
Sundaram Income Plus Arbitrage Active FoF(IDCW)
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Sundaram Income Plus Arbitrage Active FoF(IDCW) Asset Allocation
Sundaram Income Plus Arbitrage Active FoF(IDCW) Asset Allocation
Actual
Target
Jan 2026
Jan 2026
Sundaram Income Plus Arbitrage Active FoF(IDCW) Sector Distribution
Sundaram Income Plus Arbitrage Active FoF(IDCW) Sector Distribution
Jan 2026
Sundaram Income Plus Arbitrage Active FoF(IDCW) Sector Weightage
Sundaram Income Plus Arbitrage Active FoF(IDCW) Sector Weightage
Others
Others as a % of total holdings for last six quarters
Sundaram Income Plus Arbitrage Active FoF(IDCW) Current Holdings
Sundaram Income Plus Arbitrage Active FoF(IDCW) Current Holdings
Others
- ConstituentHolding Weight3M Change
- Sundaram Arbitrage Fund - Direct Growth3M change : 15.82 %
Holdings
15.82 %
15.82 % - Axis Treasury Advantage Fund - Direct Growth3M change : 13.16 %
Holdings
13.16 %
13.16 % - Invesco India Arbitrage Fund - Direct Growth3M change : 10.55 %
Holdings
10.55 %
10.55 %
AMC Profile of Sundaram Income Plus Arbitrage Active FoF(IDCW)
AMC Profile of Sundaram Income Plus Arbitrage Active FoF(IDCW)
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
41
Total AUM
₹ 75,502.49 Cr.
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Details
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Details
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Profile
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Profile
S. Bharath
AUM: ₹38,284.29 Cr.
|
Exp: 7.11yrs
Sandeep Agarwal
AUM: ₹27,187.32 Cr.
|
Exp: —
Kumaresh Ramakrishnan
AUM: ₹95.12 Cr.
|
Exp: 16yrs
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Performance (0)
Sundaram Income Plus Arbitrage Active FoF(IDCW) Manager Performance (0)
Other: FoFs (Domestic) - Hybrid
Sundaram Income Plus Arbitrage Active FoF(IDCW) Tax Implications
Sundaram Income Plus Arbitrage Active FoF(IDCW) Tax Implications
Let’s calculate your returns after tax
Investment frequency
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Monthly Investment Amt. (₹)
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CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Simulated
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
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Sundaram Income Plus Arbitrage Active FoF(IDCW) Review & Opinions
Sundaram Income Plus Arbitrage Active FoF(IDCW) Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%