Mutual Funds

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

10.09 -0.01
NAV(₹) as on 23/3/2026

-0.09%
1D

-
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 0.72	Launch Date: 12 Jan 2026
Exit Load: NIL	AUM: ₹ 76.17 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 28/2/2026		100.00 %

TOP HOLDINGS

Sundaram Short Duration Fund - Direct Growth

21.16 %

Sundaram Arbitrage Fund - Direct Growth

19.86 %

Tata Arbitrage Fund - Direct Growth

9.28 %

Axis Treasury Advantage Fund - Direct Growth

6.67 %

Invesco India Arbitrage Fund - Direct Growth

6.65 %

HDFC Short Term Debt Fund - Direct Growth

6.62 %

ICICI Prudential Short Term Fund - Direct Growth

6.62 %

Nippon India Corporate Bond Fund - Direct Plan Growth Plan

6.60 %

Axis Corporate Bond Fund - Direct Plan - Growth

6.58 %

Cash & Cash Equivalent

5.93 %

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 (20/3/2026)	10.10
Net Assets (Rs Crores)	7,617.36
Scheme Returns(%)(Absolute)	0.98
B'mark Returns(%)(Absolute)	NA
Category Rank	82/110

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
Mirae Asset Income plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.37 +-0.01	4/7/2025	₹ 21.31	-	-	-	5.18%
Mahindra Manulife Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.12 +-0.01	5/12/2025	₹ 24.39	-	-	-	4.03%
Groww Multi Asset Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Very High \| 9.02 +-0.33	22/12/2025	₹ 76.15	-	-	-	-39.25%
Sundaram Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.09 +-0.01	12/1/2026	₹ 76.17	-	-	-	4.66%
Baroda BNP Paribas Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.40 +-0.01	23/5/2025	₹ 80.07	-	-	-	4.83%
Union Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.17 +-0.03	12/6/2025	₹ 91.74	-	-	-	2.25%
Axis Income Plus Arbitrage Passive FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.19 +0.00	12/11/2025	₹ 109.18	-	-	-	5.16%
Baroda BNP Paribas Multi Asset Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| High \| 10.71 +-0.29	30/5/2025	₹ 129.48	-	-	-	8.70%
Edelweiss Income Plus Arbitrage Omni FoF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.32 +-0.01	18/7/2025	₹ 196.76	-	-	-	4.79%
UTI Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.54 +-0.01	4/4/2025	₹ 210.08	-	-	-	5.56%

Mutual Funds

No Data

No Data

ALLOCATION BY SECTOR

TOP STOCKS HOLDINGS