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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Income Plus Arbitrage Active FoF Direct Growth
NAV: 22 Oct '26
₹10.43
Min. for SIP
₹250
Fund size (AUM)
₹55.65 Cr
Expense ratio
0.34%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,042 | +0.28% | |
| 6 months | ₹30,000 | ₹30,310 | +1.03% |
Holdings (10)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Principal Arbitrage Fund Direct-Growth | Unspecified | Mutual Fund | 36.71% |
| Sundaram Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 16.08% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 13.76% |
| Bandhan Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 13.03% |
| Reliance Medium Term Fund Direct-Growth | Unspecified | Mutual Fund | 9.19% |
| Tata Arbitrage Fund Direct - Growth | Unspecified | Mutual Fund | 4.48% |
| Axis Corporate Bond Fund Direct-Growth | Unspecified | Mutual Fund | 3.74% |
| Repo | Unspecified | Repo | 2.37% |
| Sundaram Ultra Short Term Fund Direct-Growth | Unspecified | Mutual Fund | 0.58% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.06% |
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +0.2% | +1.0% | +2.6% | +4.3% |
| Category average (Hybrid Income plus Arbitrage) | -- | +0.7% | +2.5% | +65.5% |
| Rank (Hybrid Income plus Arbitrage) | -- | 5 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Check past data
Fund management
SASandeep AgarwalJan 2026 - PresentView details
SA
Sandeep Agarwal
Jan 2026 - Present
View details
KRKumaresh RamakrishnanJan 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jan 2026 - Present
View details
BSBharath SJan 2026 - PresentView details
BS
Bharath S
Jan 2026 - Present
View details
About Sundaram Income Plus Arbitrage Active FoF Direct Growth
Sundaram Income Plus Arbitrage Active FoF Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 22 Oct 2026 is ₹10.43.
The Sundaram Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes.
Fund benchmark--
Fund house
Rank (total assets)#17 in India
Total AUM₹77,566.02 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,