Sundaram Income Plus Arbitrage Active FoF Regular Growth

Fund Overview

Fund Size

₹95 Cr

Expense Ratio

0.72%

ISIN

INF903JA1MC4

Minimum SIP

₹500

Exit Load

No Charges

Inception Date

12 Jan 2026

About this fund

Sundaram Income Plus Arbitrage Active FoF Regular Growth is a Fund of Funds mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 1 months and 18 days, having been launched on 12-Jan-26.
As of 27-Feb-26, it has a Net Asset Value (NAV) of ₹10.09, Assets Under Management (AUM) of 95.12 Crores, and an expense ratio of 0.72%.

Sundaram Income Plus Arbitrage Active FoF Regular Growth has given a CAGR return of 0.87% since inception.
The fund's asset allocation comprises around -0.13% in equities, 26.39% in debts, and 73.63% in cash & cash equivalents.
You can start investing in Sundaram Income Plus Arbitrage Active FoF Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.87%

— (Cat Avg.)

Portfolio Summaryas of 31st January 2026

Equity	₹-0.12 Cr	-0.13%
Debt	₹25.1 Cr	26.39%
Others	₹70.14 Cr	73.74%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Sundaram Arbitrage Dir Gr	Mutual Fund - Open End	₹15.05 Cr	15.82%
Axis Treasury Advantage Dir Gr	Mutual Fund - Open End	₹12.52 Cr	13.16%
Invesco India Arbitrage Dir Gr	Mutual Fund - Open End	₹10.03 Cr	10.55%
Edelweiss Arbitrage Fund Dir Gr	Mutual Fund - Open End	₹10.03 Cr	10.55%
Tata Arbitrage Dir Gr	Mutual Fund - Open End	₹10.03 Cr	10.55%
Sundaram Shrt Dur Dir Gr	Mutual Fund - Open End	₹10.02 Cr	10.53%
Sundaram Money Market Dir Gr	Mutual Fund - Open End	₹10.01 Cr	10.53%
Cash And Other Net Current Assets	Cash - Collateral	₹7.49 Cr	7.88%
HDFC S/T Debt Dir Gr	Mutual Fund - Open End	₹5 Cr	5.26%
ICICI Pru Short Term Dir Gr	Mutual Fund - Open End	₹2.51 Cr	2.63%
Treps	Cash - Repurchase Agreement	₹2.41 Cr	2.54%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Instruments	Amount	Holdings
Mutual Fund - Open End	₹85.21 Cr	89.59%
Cash - Collateral	₹7.49 Cr	7.88%
Cash - Repurchase Agreement	₹2.41 Cr	2.54%

Risk & Performance Ratios

Fund Managers

Kumaresh Ramakrishnan

Since January 2026

S. Bharath

Since January 2026

Sandeep Agarwal

Since January 2026

Additional Scheme Detailsas of 31st January 2026

ISIN

INF903JA1MC4

Expense Ratio

0.72%

Exit Load

No Charges

Fund Size

₹95 Cr

Age

1 month

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

NIFTY 50 Arbitrage TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Fund of Funds Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
ICICI Prudential Diversified Equity All Cap Active FOF Regular Growth Very High Risk	-	1.0%	-	-
ICICI Prudential Diversified Equity All Cap Active FOF Direct Growth Very High Risk	-	1.0%	-	-
Kotak Multi Factor Passive FOF Regular Growth Very High Risk	-	0.0%	-	-
Kotak Multi Factor Passive FOF Direct Growth Very High Risk	-	0.0%	-	-
HDFC Income Plus Arbitrage Omni FOF Direct Growth High Risk	-	1.0%	-	-
HDFC Income Plus Arbitrage Omni FOF Regular Growth High Risk	-	1.0%	-	-
Motilal Oswal Multi Factor Passive Fund of Funds Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Multi Factor Passive Fund of Funds Regular Growth Very High Risk	-	1.0%	-	-
Groww BSE Hospitals ETF FOF Direct Growth Very High Risk	-	0.0%	-	-
Groww BSE Hospitals ETF FOF Regular Growth Very High Risk	-	0.0%	-	-
DSP Multi Asset Omni Fund of Funds Direct Growth Very High Risk	-	0.0%	-	-
DSP Multi Asset Omni Fund of Funds Regular Growth Very High Risk	-	0.0%	-	-
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.4%	0.0%	₹95.12 Cr	-
Sundaram Income Plus Arbitrage Active FoF Regular Growth Low to Moderate Risk	0.7%	0.0%	₹95.12 Cr	-
Groww Multi Asset Omni FOF Direct Growth Very High Risk	0.0%	0.0%	₹72.99 Cr	-
Groww Multi Asset Omni FOF Regular Growth Very High Risk	1.2%	0.0%	₹72.99 Cr	-
Axis Multi-Asset Active FoF Regular Growth Very High Risk	1.2%	1.0%	₹1421.65 Cr	-
Axis Multi-Asset Active FoF Direct Growth Very High Risk	0.1%	1.0%	₹1421.65 Cr	-
Mahindra Manulife Income Plus Arbitrage Active FOF Regular Growth Moderate Risk	0.7%	0.0%	₹26.51 Cr	-
Mahindra Manulife Income Plus Arbitrage Active FOF Direct Growth Moderate Risk	0.2%	0.0%	₹26.51 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Regular Growth Low to Moderate Risk	0.4%	0.0%	₹147.81 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Low to Moderate Risk	0.0%	0.0%	₹147.81 Cr	-
Groww Nifty Capital Markets ETF FOF Direct Growth Very High Risk	0.1%	0.0%	₹10.35 Cr	-
Groww Nifty Capital Markets ETF FOF Regular Growth Very High Risk	0.6%	0.0%	₹10.35 Cr	-
HDFC Diversified Equity All Cap Active FOF Direct Growth Very High Risk	0.2%	1.0%	₹1899.55 Cr	-
HDFC Diversified Equity All Cap Active FOF Regular Growth Very High Risk	1.3%	1.0%	₹1899.55 Cr	-
Union Diversified Equity All Cap Active FOF Regular Growth Very High Risk	1.3%	1.0%	₹189.82 Cr	-
Union Diversified Equity All Cap Active FOF Direct Growth Very High Risk	0.5%	1.0%	₹189.82 Cr	-
SBI Dynamic Asset Allocation Active FoF Regular Growth High Risk	1.3%	1.0%	₹2360.02 Cr	-
SBI Dynamic Asset Allocation Active FoF Direct Growth High Risk	0.3%	1.0%	₹2360.02 Cr	-
Mirae Asset Multi Factor Passive FOF Direct Growth Very High Risk	0.1%	0.0%	₹19.72 Cr	-
Mirae Asset Multi Factor Passive FOF Regular Growth Very High Risk	0.6%	0.0%	₹19.72 Cr	-
Edelweiss Multi Asset Omni Fund of Fund Direct Growth Very High Risk	0.2%	1.0%	₹424.82 Cr	-
Edelweiss Multi Asset Omni Fund of Fund Regular Growth Very High Risk	1.5%	1.0%	₹424.82 Cr	-
Zerodha Multi Asset Passive FoF Direct Growth Very High Risk	0.2%	0.0%	₹125.25 Cr	-
Edelweiss Income Plus Arbitrage Active Fund of Funds Direct Growth Low to Moderate Risk	0.0%	0.0%	₹173.84 Cr	-
Edelweiss Income Plus Arbitrage Active Fund of Funds Regular Growth Low to Moderate Risk	0.3%	0.0%	₹173.84 Cr	-
Invesco India Income Plus Arbitrage Active Fund of Fund Direct Growth Moderate Risk	0.0%	0.0%	₹239.64 Cr	-
Invesco India Income Plus Arbitrage Active Fund of Fund Regular Growth Moderate Risk	0.4%	0.0%	₹239.64 Cr	-
Mirae Asset Income plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	0.3%	0.0%	₹19.71 Cr	-
Mirae Asset Income plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	0.1%	0.0%	₹19.71 Cr	-
Groww Nifty India Internet ETF Very High Risk	0.4%	-	₹23.87 Cr	-
Groww Nifty India Internet ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹9.59 Cr	-
Groww Nifty India Internet ETF FOF Regular Growth Very High Risk	0.7%	0.0%	₹9.59 Cr	-
Nippon India Income Plus Arbitrage Active Fund of Fund Direct Growth Moderate Risk	0.4%	0.0%	₹623.45 Cr	-
Nippon India Income Plus Arbitrage Active Fund of Fund Regular Growth Moderate Risk	0.7%	0.0%	₹623.45 Cr	-
Union Income Plus Arbitrage Active FOF Direct Growth Low to Moderate Risk	0.1%	0.0%	₹100.86 Cr	-
Union Income Plus Arbitrage Active FOF Regular Growth Low to Moderate Risk	0.4%	0.0%	₹100.86 Cr	-
Baroda BNP Paribas Multi Asset Active Fund of Funds Regular Growth High Risk	0.1%	1.0%	₹131.97 Cr	-
Baroda BNP Paribas Multi Asset Active Fund of Funds Regular Growth High Risk	1.0%	1.0%	₹131.97 Cr	-

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹75,582 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.4%	0.0%	₹95.12 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	0.6%	1.0%	₹1001.85 Cr	-
Sundaram Business Cycle Fund Direct Growth Very High Risk	0.6%	1.0%	₹1679.75 Cr	7.8%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.4%	1.0%	₹3264.25 Cr	24.3%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.2%	0.0%	₹29.08 Cr	16.1%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	18.8%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	1.3%	0.0%	₹71.08 Cr	15.4%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	1.2%	-	₹32.03 Cr	18.8%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	1.2%	0.0%	₹21.50 Cr	18.9%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.3%	0.0%	₹33.87 Cr	15.6%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	1.2%	0.0%	₹34.23 Cr	14.8%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹2797.58 Cr	16.4%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.0%	1.0%	₹900.40 Cr	14.5%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹7933.61 Cr	11.9%
Sundaram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹6214.71 Cr	6.4%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹462.81 Cr	7.3%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.7%	0.0%	₹1195.20 Cr	9.2%
Sundaram Focused Fund Direct Growth Very High Risk	1.2%	0.0%	₹1055.78 Cr	8.0%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.5%	0.0%	₹130.81 Cr	18.2%
Sundaram Short Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹197.74 Cr	7.6%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹1838.47 Cr	7.0%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.5%	0.0%	₹1348.11 Cr	14.0%
Sundaram Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	1.0%	₹1705.37 Cr	10.5%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3267.54 Cr	10.4%
Sundaram Services Fund Direct Growth Very High Risk	0.7%	1.0%	₹4672.48 Cr	14.0%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹2050.72 Cr	15.0%
Sundaram Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹2062.23 Cr	7.2%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.1%	1.0%	₹35.08 Cr	6.2%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.6%	0.0%	₹916.59 Cr	27.0%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.8%	0.0%	₹1675.68 Cr	23.5%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹370.97 Cr	7.3%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹6735.29 Cr	19.0%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.5%	1.0%	₹159.45 Cr	18.5%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹758.13 Cr	7.4%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	0.8%	0.0%	₹19.77 Cr	5.5%
Sundaram Small Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3285.08 Cr	19.2%
Sundaram Diversified Equity Direct Growth Very High Risk	1.7%	0.0%	₹1389.10 Cr	13.8%
Sundaram Consumption Fund Direct Growth Very High Risk	1.2%	0.0%	₹1460.62 Cr	3.2%
Sundaram Mid Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹12917.24 Cr	23.3%
Sundaram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹998.09 Cr	5.6%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹354.54 Cr	7.0%

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What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Regular Growth?

The NAV of Sundaram Income Plus Arbitrage Active FoF Regular Growth, as of 27-Feb-2026, is ₹10.09.

What is the portfolio composition of Sundaram Income Plus Arbitrage Active FoF Regular Growth?

The fund's allocation of assets is distributed as -0.13% in equities, 26.39% in bonds, and 73.63% in cash and cash equivalents.

Who manages the Sundaram Income Plus Arbitrage Active FoF Regular Growth?

The fund managers responsible for Sundaram Income Plus Arbitrage Active FoF Regular Growth are:-

Kumaresh Ramakrishnan
S. Bharath
Sandeep Agarwal

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Income Plus Arbitrage Active FoF Regular Growth

Fund Overview