Sundaram Income Plus Arbitrage Active FoF
- NAV as on 24 Sep 2026
- ₹10.39-0.09%1 day
- Return since launch
- 4.0%
- 52-week range
- ₹10.01 — ₹10.40
- AUM
- ₹70.99 Cr
Sundaram Income Plus Arbitrage Active FoF is a Tax Efficient Income hybrid fund from Sundaram Mutual Fund with ₹70.99 Cr under management, launched in 2026. The expense ratio is 0.63% and the SEBI riskometer reading is Low to Moderate.
Performance
Sundaram Income Plus Arbitrage Active FoF NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +4.0% against +3.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 0.3% | 0.0 pts | 0.2% | 0.3% |
| 3M | 1.1% | +0.2 pts | 0.9% | 0.9% |
| 6M | 3.0% | 0.0 pts | 3.0% | 3.0% |
Since launch (5 Jan 2026): 4.0%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
0.59%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 0.56%
- Brokerage
- 0.00%
- Transaction charges
- 0.00%
- Statutory levies
- 0.03%
- Exit load
- 0%
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NA
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at low to moderate risk — typically short duration debt schemes.
Portfolio
Sundaram Income Plus Arbitrage Active FoF portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Debt63.9%
- Other36.3%
Market cap split
- Large73.2%
- Mid23.6%
- Small3.1%
- P/E
- 18.45
- P/B
- 2.53
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund Direct-Growth | Unclassified | 22.96% | ₹16.30 Cr | +23.79% | +19.86% | — |
| Nippon India Corporate Bond Fund Direct-Growth | Unclassified | 14.24% | ₹10.11 Cr | — | +6.60% | — |
| Sundaram Short Term Fund Direct-Growth | Unclassified | 12.58% | ₹8.93 Cr | +20.33% | +21.16% | — |
| Sundaram Money Market Fund Direct - Growth | Unclassified | 10.73% | ₹7.62 Cr | +28.80% | +2.70% | — |
| Bandhan Short Term Fund Direct-Growth | Unclassified | 10.18% | ₹7.22 Cr | +10.46% | — | — |
| Axis Corporate Bond Fund Direct-Growth | Unclassified | 9.96% | ₹7.07 Cr | — | +6.58% | — |
| Invesco India Arbitrage Fund Direct-Growth | Unclassified | 7.37% | ₹5.23 Cr | +7.60% | +6.65% | — |
| Tata Arbitrage Fund Direct - Growth | Unclassified | 6.66% | ₹4.72 Cr | +6.87% | +9.28% | — |
| Others | Others | 3.48% | ₹2.47 Cr | -0.01% | +11.86% | — |
| Bandhan Dynamic Term Fund Direct-Growth | Unclassified | 1.40% | ₹0.99 Cr | — | — | — |
| Sundaram Ultra Short Term Fund Direct-Growth | Unclassified | 0.45% | ₹0.32 Cr | +1.93% | — | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Sundaram Arbitrage Fund Direct-Growth | 23.63% | 22.96% | -0.67% |
| Nippon India Corporate Bond Fund Direct-Growth | 14.66% | 14.24% | -0.43% |
| Sundaram Short Term Fund Direct-Growth | 12.93% | 12.58% | -0.35% |
| Axis Corporate Bond Fund Direct-Growth | 10.26% | 9.96% | -0.30% |
| Bandhan Short Term Fund Direct-Growth | 10.46% | 10.18% | -0.28% |
| Sundaram Money Market Fund Direct - Growth | 11.00% | 10.73% | -0.26% |
| Invesco India Arbitrage Fund Direct-Growth | 7.56% | 7.37% | -0.18% |
| Tata Arbitrage Fund Direct - Growth | 6.83% | 6.66% | -0.17% |
| Others | 0.03% | -0.05% | -0.08% |
| Bandhan Dynamic Term Fund Direct-Growth | 1.43% | 1.40% | -0.04% |
| Sundaram Ultra Short Term Fund Direct-Growth | 0.47% | 0.45% | -0.01% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,975 Cr | 0.50% | 5.3% | 7.1% | 8.6% |
 ICICI Prudential Income Plus Arbitrage Omni FoF | ₹3,278 Cr | 0.26% | 5.8% | 7.2% | 8.9% |
 HDFC Income Plus Arbitrage Active FoF | ₹2,626 Cr | 0.34% | 5.1% | 5.3% | 8.9% |
 Axis Income Plus Arbitrage Omni FoF | ₹2,234 Cr | 0.54% | 5.3% | 6.7% | 6.9% |
 DSP Income Plus Arbitrage Omni FoF | ₹1,593 Cr | 0.86% | 4.5% | 6.5% | 7.3% |
 Franklin India Income Plus Arbitrage Active FoF | ₹143 Cr | 0.51% | 5.8% | 9.6% | 10.8% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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.
Fund managers
- Bharath SMr. Bharath is a B Com (H), MBA and ICWA.Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
- Kumaresh RamakrishnanMr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.
- Sandeep AgarwalMr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months3.01% absolute | ₹60,000 | ₹61,806 | 3.01% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.