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Sundaram Mutual Fund

Sundaram Income Plus Arbitrage Active FoF Direct Growth

NAV on 11 Nov 2026

10.4935

Return calculator

Monthly Investment
Time Period
₹0.10 Lac
Bank Ac
₹0.10 Lac
Fixed Deposit
₹0.10 Lac
This Fund
Total Investment₹ 10,000.00
Total Gains₹ 59.72

Total Value₹ 10,059.72
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in FoFs Domestic

1 M
0.60%
0.04%
3 M
-3.44%
1.14%
6 M
-2.33%
3.06%
This FundvsCategory Avg

Stock Holdings

NameWeightage
Sundaram Money Market Dir GrSundaram Money Market Dir Gr
28.80%
Sundaram Arbitrage Dir GrSundaram Arbitrage Dir Gr
23.79%
Sundaram Shrt Dur Dir GrSundaram Shrt Dur Dir Gr
20.33%
Bandhan Short Duration Dir GrBandhan Short Duration Dir Gr
10.46%
Invesco India Arbitrage Dir GrInvesco India Arbitrage Dir Gr
7.60%
Tata Arbitrage Dir GrTata Arbitrage Dir Gr
6.87%
Sundaram Ultra Shrt Dur Dir GrSundaram Ultra Shrt Dur Dir Gr
1.93%
TrepsTreps
0.21%
Cash And Other Net Current AssetsCash And Other Net Current Assets
0.00%

Asset Allocation

Equity
1.00%
Debt
37.56%
Cash
62.36%
Other
0.23%

Sector Allocation

Other
100.00%

Risk-O-Meter

Investors understand that their principal will be at

Moderate Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 250

Min Lumpsum

₹ 5,000

AUM

₹ 55.59 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.34%

Inception Date

12 Jan 2026

Exit Load

No charges for withdrawal

Fund Manager

Name

Kumaresh Ramakrishnan

Qualification

Engineering from Mumbai University. MBA(NMIMS)

Name

S Bharath

Qualification

B.Com, MBA, ICWA

Name

Sandeep Agarwal

Qualification

B.Com., ACA & CS.

AMC Information

Sundaram Mutual Fund

AUM (cr).

₹75,029.64

Funds Managed

32

AMC Age

30 Yrs

Date of Incorporation

26 Feb 1996

Phone

044-2858 3362/3367

Address

Sundaram Towers, 2nd Floor,, 46 White Road, Royapettah,, Chennai 600 014