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Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW)

FoFs Domestic • OPEN
NAV as of May 08, 2026
₹10.18
1 day change
Returns since inception
1.81%
CAGR
AUM (Fund size)
₹65 Cr
NAV: ₹ 10.18
as on May 08, 2026
Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW)

Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) Overview

AUM (Fund size) ₹ 65 Cr
Expense ratio 0.33 %
Exit load Nil
Plan type Direct Fund
Risk Moderate
Lock-in Period Nil
Benchmark Nifty Short Duration Debt Index (60%) + Nifty 50 Arbitrage Index (TRI) (40%)
Min. investment SIP: ₹250    Lumpsum: ₹5,000
Age 0 yrs 4 m since Jan 05, 2026
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

No Sector Data Available

Top Holdings

Sundaram Money Market Fund - Direct (G) 28.39%
Sundaram Arbitrage Fund - Direct (G) 22.94%
Sundaram Short Duration Fund - Direct (G) 20.49%
Invesco India Arbitrage Fund - Direct (G) 7.68%
Bandhan Bond Fund - STP - Direct (G) 7.53%
Tata Arbitrage Fund - Direct (G) 6.94%
Sundaram Liquid Fund - Direct (G) 4.30%
AXIS Treasury Advantage Fund - Direct (G) 1.64%
TREPS 0.11%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) N/A N/A N/A

Scheme Information

Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) was launched on 05/01/2026. The fund manages ₹65 Cr in assets. Its current expense ratio is 0.33%.

Fund Manager: S Bharath

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FAQs on Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW)

The current expense ratio of Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) is 0.33%.

The AUM of Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) is ₹65 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Income Plus Arbitrage Active FoF - Dir (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹10.18.

Minimum SIP starts from ₹250.

Redemption can be done via AMC website or your investment platform.

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