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Scheme Information
Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR
as of 22 May 2026, 16:37 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Moderate Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Sundaram Money Market Dir Gr | - | FO | 28.39% |
| Sundaram Arbitrage Dir Gr | - | FO | 22.94% |
| Sundaram Shrt Dur Dir Gr | - | FO | 20.49% |
| Invesco India Arbitrage Dir Gr | - | FO | 7.67% |
| Bandhan Short Duration Dir Gr | - | FO | 7.53% |
| Tata Arbitrage Dir Gr | - | FO | 6.94% |
| Sundaram Liquid Dir Gr | - | FO | 4.30% |
| Axis Treasury Advantage Dir Gr | - | FO | 1.64% |
| Treps | - | CR | 0.11% |
| Cash And Other Net Current Assets | - | CA | 0.00732% |
| HDFC S/T Debt Dir Gr | - | FO | - |
| ICICI Pru Short Term Dir Gr | - | FO | - |
| Nippon India Corporate Bd Dir Gr | - | FO | - |
| Axis Corporate Bond Dir Gr | - | FO | - |
| Sundaram Corp Bond Dir Gr | - | FO | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Debt
33.18%
Cash
66.72%
Others
0.16%
Equity sector allocation
Basic Materials
2.11%
Communication Services
0.79%
Consumer Cyclical
1.83%
Consumer Defensive
1.86%
Energy
1.61%
Financial Services
11.34%
Healthcare
0.6%
Industrials
1.81%
Real Estate
0.2%
Technology
0.21%
Utilities
1.13%
Others
76.51%
Fund House Contact Details
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.94%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.93%
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.18%
23.94%
3Y Returns
+23.67%
About Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Kumaresh Ramakrishnan
Risk Profile
Moderate Risk
Expense Ratio
0.65%
Fund Size
₹66.33 Cr
FAQ's
What is the expense ratio of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
What is the AUM (Assets Under Management) of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
What are the top stock holdings of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
The Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Sundaram Money Market Dir Gr | 28.39% |
| Sundaram Arbitrage Dir Gr | 22.94% |
| Sundaram Shrt Dur Dir Gr | 20.49% |
| Invesco India Arbitrage Dir Gr | 7.67% |
| Bandhan Short Duration Dir Gr | 7.53% |
| Tata Arbitrage Dir Gr | 6.94% |
| Sundaram Liquid Dir Gr | 4.30% |
| Axis Treasury Advantage Dir Gr | 1.64% |
| Treps | 0.11% |
| Cash And Other Net Current Assets | 0.01% |
| HDFC S/T Debt Dir Gr | - |
| ICICI Pru Short Term Dir Gr | - |
| Nippon India Corporate Bd Dir Gr | - |
| Axis Corporate Bond Dir Gr | - |
| Sundaram Corp Bond Dir Gr | - |
In which sectors has Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR invested in?
The Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 2.11% |
| Communication Services | 0.79% |
| Consumer Cyclical | 1.83% |
| Consumer Defensive | 1.86% |
| Energy | 1.61% |
| Financial Services | 11.34% |
| Healthcare | 0.60% |
| Industrials | 1.81% |
| Real Estate | 0.20% |
| Technology | 0.21% |
| Utilities | 1.13% |
What is the risk level of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
Who are the fund managers of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
Is there a minimum SIP amount to invest in Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
Can I invest in Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR both in SIP and lump sum?
How to invest in Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR?
The exit load of Sundaram Inc Pl Arbtrg Act FoF Reg IDCWR is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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