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Sundaram Income Plus Arbitrage Active FoF Direct Growth
Low to Moderate Risk
NAV: 20 Feb '26
₹10.08
Min. for SIP
₹250
Fund size
₹95.12 Cr
Expense ratio
0.42%
Holdings (9)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sundaram Arbitrage Fund Direct-Growth | NA | Mutual Fund | 15.82% |
| Axis Treasury Advantage Fund Direct-Growth | NA | Mutual Fund | 13.16% |
| Invesco India Arbitrage Fund Direct-Growth | NA | Mutual Fund | 10.55% |
| Edelweiss Arbitrage Fund Direct-Growth | NA | Mutual Fund | 10.55% |
| Tata Arbitrage Fund Direct - Growth | NA | Mutual Fund | 10.55% |
| Sundaram Short Duration Fund Direct-Growth | NA | Mutual Fund | 10.53% |
| NA | NA | Mutual Fund | 10.53% |
| HDFC Short Term Debt Fund Direct Plan-Growth | NA | Mutual Fund | 5.26% |
| ICICI Prudential Short Term Fund Direct Plan-Growth | NA | Mutual Fund | 2.63% |
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 | +0.6% | -- | -- | +0.8% |
| Category average (null null) | -- | -- | -- | -- |
| Rank (null null) | -- | -- | -- | -- |
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Franklin India Mid Cap Fund Direct Growth | +12.70% | +22.97% | 12,223.43 | |
Nippon India Small Cap Fund Direct Growth | +11.10% | +21.76% | 65,812.16 | |
Franklin India Small Cap Fund Direct Growth | +8.57% | +19.96% | 12,763.51 | |
HDFC Small Cap Fund Direct Growth | +12.37% | +19.36% | 36,940.54 | |
Franklin India Technology Fund Direct Growth | -7.11% | +17.18% | 1,937.75 | |
| Compare | ||||
Fund management
KRKumaresh RamakrishnanJan 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jan 2026 - Present
View details
BSBharath S.Jan 2026 - PresentView details
BS
Bharath S.
Jan 2026 - Present
View details
SASandeep AgarwalJan 2026 - PresentView details
SA
Sandeep Agarwal
Jan 2026 - Present
View details
About Sundaram Income Plus Arbitrage Active FoF Direct Growth
Sundaram Income Plus Arbitrage Active FoF Direct Growth is a NA Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Kumaresh Ramakrishnan 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 ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹10.08.
The Sundaram Income Plus Arbitrage Active FoF Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
;
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 benchmarkNA
Fund house
Rank (total assets)#17 in India
Total AUM₹75,674.20 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,