Sundaram Income Plus Arbitrage Active FoF IDCW Payout Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Income Plus Arbitrage Active FoF IDCW Payout Direct Plan

NAV
₹10.0995
+0.01%
(16 Mar)
AUM
76 Cr
TER
0.42%
Risk
Low to Moderate Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+142.9%
+142.9%
+142.7%
+142.7%
NA
3Y
+51.7%
+51.7%
+51.5%
+51.5%
NA
5Y
NA
NA
NA
NA
NA
ALL
+50.8%
+50.8%
+38.3%
+38.3%
+1.0%
VOL
33.9%
33.9%
33.4%
33.4%
0.5%
TER
0.1%
0.1%
0.7%
0.7%
0.4%
AUM
₹1,253 Cr
₹1,253 Cr
₹1,431 Cr
₹1,431 Cr
₹76 Cr
INFO
1.50
1.50
1.15
1.15
1.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Income Plus Arbitrage Active FoF IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Sundaram Shrt Dur Dir Gr
21.2%
Sundaram Arbitrage Dir Gr
19.9%
Tata Arbitrage Dir Gr
9.3%
Axis Treasury Advantage Dir Gr
6.7%
Invesco India Arbitrage Dir Gr
6.6%
HDFC S/T Debt Dir Gr
6.6%
ICICI Pru Short Term Dir Gr
6.6%
Nippon India Corporate Bd Dir Gr
6.6%
Axis Corporate Bond Dir Gr
6.6%
Cash And Other Net Current Assets
5.9%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.
Fund manager(s)
Kumaresh Ramakrishnan
S. Bharath
Sandeep Agarwal

FAQs