Sundaram Income Plus Arbitrage Active FoF Growth

Sundaram Income Plus Arbitrage Active FoF Growth

1M
All
NAV: 23 Apr '26
₹10.16
Min. for SIP
₹250
Fund size (AUM)
₹66.33 Cr
Expense ratio
0.61%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,072
+0.48%

Holdings (8)

NameSectorInstrumentsAssets
----Mutual Fund28.39%
Sundaram Arbitrage Fund Direct-Growth--Mutual Fund22.94%
Sundaram Short Duration Fund Direct-Growth--Mutual Fund20.49%
Invesco India Arbitrage Fund Direct-Growth--Mutual Fund7.68%
Bandhan Short Duration Fund Direct-Growth--Mutual Fund7.53%
Tata Arbitrage Fund Direct - Growth--Mutual Fund6.94%
Sundaram Liquid Direct-Growth--Mutual Fund4.30%
Axis Treasury Advantage Fund Direct-Growth--Mutual Fund1.64%

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+1.4%+1.4%--+1.5%
Category average (null null)--------
Rank (null null)88----

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

--
Check past data

Fund management

KR
Kumaresh Ramakrishnan
Jan 2026 - Present
View details

Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining PGIM India Mutual Fund he has worked with DWS AMC, Societe Generale and CARE.

BS
Bharath S.
Jan 2026 - Present
View details

About Sundaram Income Plus Arbitrage Active FoF Growth

Sundaram Income Plus Arbitrage Active FoF Growth is a -- 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹10.16. The Sundaram Income Plus Arbitrage Active FoF Growth is rated 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 house

Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,