Other FoFs (Domestic) Moderate Risk
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.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.53% | 1.19% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 5.1% |
| Category returns | 3.46% | -0.39% | 1.33% | 3.86% | 6.75% | 8.53% | 12.44% | 11.17% | 10.92% | 10.21% | N/A |
| Absolute returns | 0.14% | 0.82% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 1.7% |
| Rank within category | 32 | 8 | 39 | 36 | 28 | 26 | 26 | 25 | 23 | 20 | N/A |
| Total Schemes in Category | 45 | 43 | 38 | 35 | 27 | 25 | 25 | 24 | 22 | 19 | N/A |
| FoFs (Domestic) | 2026 |
|---|---|
| Yearly returns | N/A |
| Q1 returns | N/A |
| Q2 returns | 0.71% |
| Q3 Returns | N/A |
| Q4 Returns | N/A |
Expense ratio: 0.58%
Inclusive of GST
Exit load
NIL
| Alpha | -0.0500253 |
| Beta | 0.2403 |
| Sharpe Ratio | -0.667297 |
| Sortino Ratio | -1.24859 |
| R-Squared | 0.7535 |
| Tracking Error | 0.5947 |
| Downside Risk | 0.2857 |
| Std. Deviation (Annualised) | 0.7291 |
| FoFs (Domestic) | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Multi - Asset Omni FoF - Regular Plan - Growth | 7.91% | -1.52% | 2.8% | 7.69% | 13.12% | 19.52% | 17.06% | 0% | 17.4% | 2,236.42 | 1.10 | 0.42 | Very High |
| Aditya Birla Sun Life Multi-Asset Omni FOF - Regular Plan - Growth | 6.91% | -5.94% | 3.06% | 9.13% | 13.09% | 17.8% | 13.65% | 12.92% | 10.59% | 345.88 | 1.17 | 0.35 | Very High |
| Kotak Multi Asset Omni FOF - Growth | 6.01% | -5.01% | 0.5% | 7.41% | 12.85% | 17.33% | 16.81% | 15.02% | 15.98% | 2,274.14 | 1.07 | 0.37 | Very High |
| HSBC Multi Asset Active FOF - Regular Plan - Growth | 8.74% | -0.71% | 5.62% | 11.08% | 18.88% | 16.8% | 13.52% | 12.28% | 12.26% | 83.89 | 1.51 | 0.32 | Very High |
| ICICI Prudential Aggressive Hybrid Active FOF - Growth | 7.01% | -3.34% | -6.23% | -3.48% | 0.62% | 16.52% | 16% | 15.14% | 14.76% | 8,210.94 | 1.49 | 0.29 | Very High |
| HDFC Multi-Asset Active FOF - Regular Plan - Growth | 4.8% | -2.88% | -0.5% | 3.83% | 6.76% | 14.49% | 0% | 0% | 13.6% | 5,440.86 | 1.13 | 0.36 | Moderately High |
| Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth | 10.66% | 3.5% | 0.78% | 3.93% | 8.08% | 14.49% | 11.77% | 10.12% | 10.07% | 17.89 | 0.57 | 0.24 | High |
| ICICI Prudential Passive Multi-Asset Fund of Funds - Growth | 5.97% | -0.23% | 3.16% | 9.17% | 13.05% | 14.33% | 0% | 0% | 12.23% | 1,468.69 | 0.58 | 0.36 | High |
| Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Regular Plan - Growth | 4.56% | -0.97% | 2.52% | 7.1% | 12.82% | 13.97% | 10.9% | 0% | 11.01% | 72.10 | 0.47 | 0.39 | High |
| Sundaram Income Plus Arbitrage Active FoF - Regular Plan - Growth Current | 0.53% | 1.19% | 0% | 0% | 0% | 0% | 0% | 0% | 5.1% | 66.33 | 0.65 | -0.56 | Moderate |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Mutual Funds Units | 99.70% |
| Cash & Cash Equivalents and Net Assets | 0.30% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Others | 100.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Sundaram Money Market Fund-Direct Plan - Growth | Domestic Mutual Funds Units | 29.65% | |
| Sundaram Arbitrage Fund - Direct Growth | Domestic Mutual Funds Units | 23.43% | |
| Sundaram Short Duration Fund - Direct Growth | Domestic Mutual Funds Units | 20.93% | |
| Bandhan Short Duration Fund - Direct Growth | Domestic Mutual Funds Units | 10.77% | |
| Invesco India Arbitrage Fund - Direct Growth | Domestic Mutual Funds Units | 7.84% | |
| Tata Arbitrage Fund - Direct Growth | Domestic Mutual Funds Units | 7.08% | |
| TREPS | Cash & Cash Equivalents and Net Assets | 0.27% | |
| Cash and Other Net Current Assets | Cash & Cash Equivalents and Net Assets | 0.03% | |
| Total | 100.00% |
RETURNS
It is an Open ended scheme that primarily invests in FoFs (Domestic).
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.
The scheme benchmark is the Nifty 50 Arbitrage - TRI
It is classified as Moderate Risk, suitable for investors with a Moderate risk appetite.
Returns Delivered by the funds are as follows:
1-year: 0%
3-year: 0%
5-year: 0%
Top holdings include names such as:
The NAV is around ₹10.17 (approx.) for the Sundaram Income Plus Arbitrage Active FoF - Regular Plan - Growth.
The fund’s AUM is approximately ₹65 Cr.
The expense ratio for the Regular Plan is 0.58.
NIL.
Minimum SIP starts at ₹500.
The minimum lump sum investment is ₹5000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan
This fund is suitable for investors with a Moderate risk tolerance.
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