Mutual Funds

Sundaram Income Plus Arbitrage Active FoF-Reg(G)
Other | Low to Moderate | FoFs (Domestic) - Hybrid

10.45 +0.01
NAV(₹) as on 5/11/2026

0.12%
1D

-
1Y

-
3Y

-
5Y

Sundaram Income Plus Arbitrage Active FoF-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 0.59	Launch Date: 12 Jan 2026
Exit Load: NIL	AUM: ₹ 55.65 Crs
Lock-in: Nil	Investing Style: NA
Portfolio Price To Book Value: NA	Min. Investment: SIP : ₹ 100.00 Lumpsum : ₹ 5,000.00
Scheme Benchmark: Nifty Short Duration Debt Index
Fund Manager: S. Bharath ,Sandeep Agarwal ,Kumaresh Ramakrishnan

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.

LATEST ASSET & PORTFOLIO ALLOCATION		Others
as on 30/9/2026		100.00 %

TOP HOLDINGS

Sundaram Arbitrage Fund - Direct Growth

36.71 %

Sundaram Short Term Fund - Direct Growth

16.08 %

Sundaram Money Market Fund-Direct Plan - Growth

13.76 %

Bandhan Short Term Fund - Direct Growth

13.03 %

Nippon India Corporate Bond Fund - Direct Plan Growth Plan

9.19 %

Tata Arbitrage Fund - Direct Growth

4.48 %

Axis Corporate Bond Fund - Direct Plan - Growth

3.74 %

Tri-Party Repo (TREPS)

2.37 %

Sundaram Ultra Short Term Fund - Direct - Growth

0.58 %

Cash & Cash Equivalent

0.06 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

No Data

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2025-26
NAV (31/3/2026)	10.10
Net Assets (Rs Crores)	6,633.37
Scheme Returns(%)(Absolute)	0.98
B'mark Returns(%)(Absolute)	NA
Category Rank	64/113

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Low to Moderate risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
Mahindra Manulife Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.48 +0.02	5/12/2025	₹ 10.52	-	-	-	4.80%
ICICI Pru Dynamic Asset Allocation Passive FOF(G) FoFs (Domestic) - Hybrid \| High \| 10.23 +0.23	15/9/2026	₹ 17.26	-	-	-	2.28%
Mirae Asset Income plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.70 +0.02	4/7/2025	₹ 18.82	4.85%	-	-	5.15%
Quant Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.09 +0.00	4/9/2026	₹ 54.94	-	-	-	0.94%
Union Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.51 +0.02	12/6/2025	₹ 55.11	4.01%	-	-	3.63%
Sundaram Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.45 +0.01	12/1/2026	₹ 55.65	-	-	-	4.53%
Groww Multi Asset Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Very High \| 10.26 +0.17	22/12/2025	₹ 74.52	-	-	-	2.59%
HDFC Income Plus Arbitrage Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderately High \| 10.45 +0.01	12/3/2026	₹ 33.06	-	-	-	4.58%
Kotak Multi Asset Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Very High \| 9.96 +0.16	27/4/2026	₹ 78.65	-	-	-	-0.40%
Baroda BNP Paribas Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.81 +0.02	23/5/2025	₹ 81.49	5.38%	-	-	5.49%

Mutual Funds

No Data

No Data

ALLOCATION BY SECTOR

TOP STOCKS HOLDINGS