Insufficient historyDirect · GrowthToo thin to judge
Sundaram Income Plus Arbitrage Active FoF
Sundaram Mutual FundOther Scheme - FoF Domestic0.8 years
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.
- NAV
- 10.4377
- 28 Oct 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹55.65 Cr
- 30 Sept 2026
- Volatility
- Low
- 0.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 28 Oct 2026
Stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Prefer peers if · Compare Aditya Birla Sun Life Income Plus Arbitrage Active FOF - it has enough history to inspect beside this fund.
Buy checklist
History depth
Fail
0.8 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
Pass
0.34% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -0.2%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Bharath S · 0.8 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+5.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +5.5%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -0.2%
- Worst peak-to-trough
- Current
- -0.0%
- Below last peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +53%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 4 days
- 30 recovered episodes
- Longest recovery
- 13 days
- Trough to prior peak
10 Sept 2026 – 23 Sept 2026
Trough 15 Sept 2026 · recovered in 8 days
-0.2%
21 Oct 2026 – open
Trough 22 Oct 2026 · not recovered
-0.1%
11 May 2026 – 1 Jun 2026
Trough 22 May 2026 · recovered in 10 days
-0.1%
23 Sept 2026 – 5 Oct 2026
Trough 29 Sept 2026 · recovered in 6 days
-0.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
100
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 10 holdings · top 10 are 100.0%.
- Top 5
- 88.8%
- Top 10
- 100.0%
- Largest holding
- 36.7%
- Effective holdings
- 4.8
Principal Arbitrage Fund Direct-Growth
Unspecified
36.7%
Sundaram Short Term Fund Direct-Growth
Unspecified
16.1%
Sundaram Money Market Fund Direct - Growth
Unspecified
13.8%
Bandhan Short Term Fund Direct-Growth
Unspecified
13.0%
Reliance Medium Term Fund Direct-Growth
Unspecified
9.2%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +4.7%
- 3Y
- +7.1%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.37
- 3Y win
- +11%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -1.0%
- 3Y
- +11.2%
- Vol
- 10.3%
- Max DD
- -29.0%
- Sharpe
- 0.46
- 3Y win
- +56%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
Bandhan Conservative Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -0.6%
- 3Y
- +6.9%
- Vol
- 3.5%
- Max DD
- -9.8%
- Sharpe
- 0.65
- 3Y win
- +26%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
BHARAT Bond ETF FOF - April 2033
Edelweiss Mutual Fund
- 1Y
- +1.0%
- 3Y
- +6.7%
- Vol
- 4.4%
- Max DD
- -4.3%
- Sharpe
- 0.19
- 3Y win
- 0%
- Lower TER
Caveat: Higher volatility · Deeper drawdown
BHARAT Bond FOF- April 2031
Edelweiss Mutual Fund
- 1Y
- +1.8%
- 3Y
- +6.9%
- Vol
- 3.2%
- Max DD
- -3.8%
- Sharpe
- -0.06
- 3Y win
- 0%
- Lower TER
Caveat: Higher volatility · Deeper drawdown