Sundaram Mutual FundCash Plus (Arbitrage + Debt)Direct plan, growth

Sundaram Income Plus Arbitrage Active FoF

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Five years of daily NAVs. Risk-free rate 6.5% a year.

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	+0.2%	+1.5%	+3.0%	—	—	—	—	—	+3.9%
60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI	—	—	—	—	—	—	—	—	—
Cash Plus (Arbitrage + Debt) average	0.1%	1.6%	3.0%	3.9%	5.8%	8.8%	8.0%	8.4%	6.1%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund house: Sundaram Mutual Fund
Category: Debt · Cash Plus (Arbitrage + Debt)
SEBI classification: Other / FoFs (Overseas/Domestic)
Benchmark: 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Launch date: 13 Jan 2026 (0.7 years)
Structure: Open Ended · FoF
Plans and options: Direct Growth, Regular Growth
Fund manager: Kumaresh Ramakrishnan
Minimum SIP: ₹250
Minimum lumpsum: ₹5,000 (then ₹500)
Exit load: None
Lock-in: None
Riskometer: Low to Moderate (benchmark Moderate)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903JA1LZ7
ISIN, Regular Growth: INF903JA1MC4
Scheme code: 154123, 154127

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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