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Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout

Sundaram · Arbitrage
Low
₹10.28
Current NAV
25 Jun 2026
7.6%
1Y Return
6.1%
3Y CAGR
6.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.11).
  • Very large asset base (AUM: ₹17,160 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.11%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.11
Sharpe Ratio
1.31
Beta
5.11
Alpha
1.23
Sortino
Fund Details
Fund House Sundaram
Category Arbitrage
AUM ₹17160 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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