Dhansaarthi mutual fund investment platform logo
Sundaram Inc Pl Arbtrg Act FoF Reg Gr logo

Sundaram Inc Pl Arbtrg Act FoF Reg Gr

FoF (Overseas/Domestic)Sundaram Mutual Fund

NAV

₹10.38

+0.03% today

AUM

₹68.86 Cr

Fund size

Expense

0.59%

Regular plan

Min SIP

₹250

per month

Min Lumpsum

₹5,000

one-time

Exit Load

0.0

on redemption

Fund snapshot

Category rank--
Risk-o-meterModerate Risk
BenchmarkNifty Short Duration Debt A-II TR INR (60%) + NIFTY 50 Arbitrage TR INR (40%)
Number of holdings0
Inception12 Jan 2026
Exit load0.0

Risk metrics

Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0

Capital gains tax

Hybrid

STCG · short-term

Slab Rate

Short-term gains taxed at slab rate

Non-equity-oriented hybrid fund gains are taxed at your income slab rate.

LTCG · long-term

Slab Rate

Long-term gains taxed at slab rate

Non-equity-oriented hybrid fund gains are taxed at your income slab rate.

Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as non-equity-oriented.

Fund managers

SB

Since Jan 2026

AUM managed

₹41,489.47Cr

Tenure

Since Jan 2026

Funds

11

About Sundaram Inc Pl Arbtrg Act FoF Reg Gr

Sundaram Inc Pl Arbtrg Act FoF Reg Gr is an open-ended FoF (Overseas/Domestic) mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.38 per unit and the scheme manages ₹68.86 Cr in assets under management. The fund charges an expense ratio of 0.59% and is benchmarked against Nifty Short Duration Debt A-II TR INR (60%) + NIFTY 50 Arbitrage TR INR (40%). SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.

Investment objective

The scheme shall seek to generate long-term capital appreciation by investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Regular Plan · Growth option · NAV as of 16 Sept 2026

Sundaram Inc Pl Arbtrg Act FoF Reg Gr returns

Trailing returns. Periods above one year are annualised (CAGR); one year and below are absolute.
PeriodFund
1 month+0.12%
3 months+1.34%
6 months+2.84%
1 year0.00%
3 years0.00%
5 years0.00%

Rolling returns

Average return across every rolling window of this length over the fund's history.
PeriodFund
1 month0.00%
3 months+1.87%
6 months+2.69%
1 year0.00%
3 years0.00%
5 years0.00%

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.

Sundaram Inc Pl Arbtrg Act FoF Reg Gr — frequently asked questions

What is the NAV of Sundaram Inc Pl Arbtrg Act FoF Reg Gr?

The latest net asset value (NAV) of Sundaram Inc Pl Arbtrg Act FoF Reg Gr is ₹10.38 per unit, +0.03% over the previous trading day. NAV is declared by the AMC at the end of every business day.

What is the expense ratio of Sundaram Inc Pl Arbtrg Act FoF Reg Gr?

Sundaram Inc Pl Arbtrg Act FoF Reg Gr charges an expense ratio of 0.59% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.

How risky is Sundaram Inc Pl Arbtrg Act FoF Reg Gr?

SEBI's riskometer classifies Sundaram Inc Pl Arbtrg Act FoF Reg Gr as Moderate Risk, which is typical for a FoF (Overseas/Domestic) scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.

What is the minimum investment in Sundaram Inc Pl Arbtrg Act FoF Reg Gr?

You can start a SIP in Sundaram Inc Pl Arbtrg Act FoF Reg Gr from ₹250 per month, and the minimum lumpsum investment is ₹5,000.

Who manages Sundaram Inc Pl Arbtrg Act FoF Reg Gr?

Sundaram Inc Pl Arbtrg Act FoF Reg Gr is managed by Sundaram Mutual Fund, holds ₹68.86 Cr in assets under management and invests across 0 holdings. This page covers the regular plan with the growth option.

Scheme identifiers

Scheme category
Hybrid
Scheme sub-category
FoF (Overseas/Domestic)
Plan
Regular plan
Option
Growth
ISIN
INF903JA1MC4
Scheme code
FS0000KISL

Frequently asked questions

What is a mutual fund screener?

Dropdown Icon

How to choose the best mutual funds using a screener?

Dropdown Icon

Which is the best mutual fund screener in India?

Dropdown Icon

What filters should I use in a mutual fund screener?

Dropdown Icon

How to compare mutual funds online?

Dropdown Icon

Can I find high return mutual funds using a screener?

Dropdown Icon