Mutual Funds

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

10.17 +0.00
NAV(₹) as on 15/5/2026

0.02%
1D

-
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 0.58	Launch Date: 12 Jan 2026
Exit Load: NIL	AUM: ₹ 65.27 Crs
Lock-in: Nil	Investing Style: NA
Portfolio Price To Book Value: NA	Min. Investment: SIP : ₹ 250.00 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 30/4/2026		100.00 %

TOP HOLDINGS

Sundaram Money Market Fund-Direct Plan - Growth

29.65 %

Sundaram Arbitrage Fund - Direct Growth

23.43 %

Sundaram Short Duration Fund - Direct Growth

20.93 %

Bandhan Short Duration Fund - Direct Growth

10.77 %

Invesco India Arbitrage Fund - Direct Growth

7.84 %

Tata Arbitrage Fund - Direct Growth

7.08 %

Tri-Party Repo (TREPS)

0.27 %

Cash & Cash Equivalent

0.03 %

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 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 \| 10.19 +0.00	5/12/2025	₹ 18.6	-	-	-	4.37%
Mirae Asset Income plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.43 +0.00	4/7/2025	₹ 21.68	-	-	-	4.98%
HDFC Income Plus Arbitrage Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.09 +0.00	12/3/2026	₹ 30.2	-	-	-	5.31%
Sundaram Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.17 +0.00	12/1/2026	₹ 65.27	-	-	-	5.09%
Union Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.23 +-0.01	12/6/2025	₹ 65.49	-	-	-	2.51%
Baroda BNP Paribas Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.48 +0.00	23/5/2025	₹ 70.66	-	-	-	4.94%
Groww Multi Asset Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Very High \| 10.02 +-0.08	22/12/2025	₹ 76.14	-	-	-	0.39%
Axis Income Plus Arbitrage Passive FOF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.27 +0.00	12/11/2025	₹ 97.46	-	-	-	5.39%
Baroda BNP Paribas Multi Asset Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderately High \| 11.24 +-0.06	30/5/2025	₹ 125.01	-	-	-	12.90%
UTI Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.61 +0.00	4/4/2025	₹ 185.99	4.86%	-	-	5.50%

Mutual Funds

No Data

No Data

ALLOCATION BY SECTOR

TOP STOCKS HOLDINGS