Sundaram Income Plus Arbitrage Active FoF - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is SUNDARAM ARBITRAGE FUND DIRECT GROWTH with a portfolio weight of 23.63% .
The fund currently owns more than 12 stocks.
The top 10 holdings account for 99.50% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.35% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
23.63%
|
||
| 2 |
14.66%
|
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| 3 |
12.93%
|
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| 4 |
11.00%
|
||
| 5 |
10.46%
|
||
| 6 |
10.26%
|
||
| 7 |
7.56%
|
||
| 8 |
6.83%
|
||
| 9 |
1.43%
|
||
| 10 |
0.74%
|
||
| 11 |
0.47%
|
||
| 12 |
0.03%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Sundaram Income Plus Arbitrage Active FoF - Direct Plan is managed by SUNDARAM .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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