Sundaram Income Plus Arbitrage Active FoF - Growth - Regular Plan

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  • (-0.02%)Nav, as on 20-02-2026

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  • Net Change on 20-02-2026

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty 50 Arbitrage - TRI N/A N/A N/A N/A N/A N/A
Nifty Short Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Dynamic Asset Allocation Active FOF - Growth Dec 18, 2003 11.42 13.48 12.08 1.30 28,837.02
ICICI Prudential Income plus Arbitrage Omni FOF - Growth Dec 18, 2003 7.07 10.97 9.88 0.18 2,607.57
Kotak Multi Asset Omni FOF - Growth Aug 09, 2004 21.39 19.94 18.11 1.07 2,397.56
HDFC Income Plus Arbitrage Active FOF - Regular Growth Feb 06, 2012 5.55 12.04 11.89 0.33 2,263.90
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option Feb 08, 2021 20.32 21.05 17.87 1.10 2,136.98

Fund Holdings as on 31-January-2026

  • Sundaram Arbitrage Fund - Direct Growth

  • Axis Treasury Advantage Fund - Direct Growth

  • Invesco India Arbitrage Fund - Direct Growth

  • Edelweiss Arbitrage Fund - Direct Growth

  • Tata Arbitrage Fund - Direct Growth

  • Sundaram Short Duration Fund - Direct Growth

  • Sundaram Money Market Fund-Direct Plan - Growth

  • Cash and Other Net Current Assets

  • HDFC Short Term Debt Fund - Direct Growth

  • ICICI Prudential Short Term Fund - Direct Growth

  • TREPS

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  • Miscellaneous

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Fund Manager

  • Education:B.E. (Mumbai University)., MBA (MMS)
  • Experience:16 Years
  • Basic Details:Mr. Kumaresh Ramakrishnan has over 16 years of work experience in the Indian Fixed Income markets. In Deutsche Asset Management (India) Private Limited he is a Head - Fixed Income from January 2011 onwards. Prior to this he held various positions in Societe Generale (SG) and Credit Analysis & Research Ltd.
  • Funds Managed:
  • Sundaram Income Plus Arbitrage Active FoF
  • Sundaram Income Plus Arbitrage Active FoF

  • Cash

  • MFU

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About Sundaram Income Plus Arbitrage Active FoF

Scheme Analysis

Sundaram Income Plus Arbitrage Active FoF is a FoFs (Domestic) - Hybrid fund and belongs to Sundaram Mutual Fund. It was launched on 12-Jan-2026 and currently has an AUM of ₹95.12 crore. Sundaram Income Plus Arbitrage Active FoF is benchmarked against Nifty 50 Arbitrage - TRI as primary index and Nifty Short Duration Debt Index as secondary index.

The NAV of Sundaram Income Plus Arbitrage Active FoF ended down ₹0(-0.02%)yesterday to ₹10.0727.

Among its top 3 holdings the fund has exposure to Sundaram Arbitrage Fund - Direct Growth, and

The Sundaram Income Plus Arbitrage Active FoF is managed by Kumaresh Ramakrishnan and S. Bharath.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156