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FoFs (Overseas/Domestic) · Other

Sundaram Income Plus Arbitrage Active FoF

Sundaram Asset Management Company Ltd
Benchmark
60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Riskometer
Low to Moderate
Size
₹56 cr
Allotted
Not on record
Holdings as of
Not on record

Sundaram Income Plus Arbitrage Active FoF is a fofs (overseas/domestic) fund of Sundaram Asset Management Company Ltd with ₹56 cr under management. Its direct plan charges 0.34% a year.

Has Sundaram Income Plus Arbitrage Active FoF beaten its benchmark?

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month+0.30% −3.60% —
3 months+1.12% −5.03% —
6 months+2.80% −1.83% —
1 year— −4.06% —
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 13 Jan 2026
———
Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among FoFs (Overseas/Domestic) funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2026 to 13 Oct 2026
50100150
Fund 104Nifty 500 TRI 96

₹100 put in at the start of Jan 2026 would be ₹104 on 13 Oct 2026, against ₹96 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Sundaram Income Plus Arbitrage Active FoF cost?

0.34% a year on the direct plan, 0.59% on the regular plan; 73 of 94 funds in its category charge less.

Direct plan
0.34% a year
Category median 0.20%
Regular plan
0.59% a year
Category median 0.58%
Gap
0.25 points
for the same holdings
73 of 94 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Other Scheme - FoF Domestic

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Income Plus Arbitrage Active FoF?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does Sundaram Income Plus Arbitrage Active FoF hold?

10 holdings as of None; the ten largest are 97.6% of the fund.

Mix

Holdings as of None
Equity0.0%Debt0.0%Cash2.4%Other97.6%
Holdings
10
0 shares
Top ten
97.6%
of the fund
Effective holdings
Not on record
spread, as if equal-weighted
Matched to our table
Not on record
of the equity

Five largest

% of fund
Not on record

Five largest industries

% of fund
Not on record

How does Sundaram Income Plus Arbitrage Active FoF score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Income Plus Arbitrage Active FoF run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF?

0.34% a year on the direct plan and 0.59% on the regular plan (expense report, Oct 2026).

Inside the app

See Sundaram Income Plus Arbitrage Active FoF beside your own funds in Valarth

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ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
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Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
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Sundaram Income Plus Arbitrage Active FoF in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
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