Mutual Funds

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

10.09 +0.01
NAV(₹) as on 2/3/2026

0.05%
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: ₹ 95.12 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 31/1/2026		100.00 %

TOP HOLDINGS

Sundaram Arbitrage Fund - Direct Growth

15.82 %

Axis Treasury Advantage Fund - Direct Growth

13.16 %

Invesco India Arbitrage Fund - Direct Growth

10.55 %

Edelweiss Arbitrage Fund - Direct Growth

10.55 %

Tata Arbitrage Fund - Direct Growth

10.55 %

Sundaram Short Duration Fund - Direct Growth

10.53 %

Sundaram Money Market Fund-Direct Plan - Growth

10.53 %

Cash & Cash Equivalent

7.88 %

HDFC Short Term Debt Fund - Direct Growth

5.26 %

ICICI Prudential Short Term Fund - Direct Growth

2.63 %

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 (27/2/2026)	10.09
Net Assets (Rs Crores)	9,511.88
Scheme Returns(%)(Absolute)	0.87
B'mark Returns(%)(Absolute)	NA
Category Rank	92/106

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 \| 10.38 +0.00	4/7/2025	₹ 20.64	-	-	-	5.68%
Mahindra Manulife Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.12 +0.01	5/12/2025	₹ 26.51	-	-	-	5.00%
Groww Multi Asset Omni FOF-Reg(G) FoFs (Domestic) - Hybrid \| Very High \| 9.95 +-0.03	22/12/2025	₹ 72.99	-	-	-	-2.77%
Sundaram Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.09 +0.01	12/1/2026	₹ 95.12	-	-	-	6.86%
Baroda BNP Paribas Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.42 +0.00	23/5/2025	₹ 100.12	-	-	-	5.36%
Union Income Plus Arbitrage Active FOF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.23 +0.00	12/6/2025	₹ 100.86	-	-	-	3.23%
Baroda BNP Paribas Multi Asset Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| High \| 11.49 +0.13	30/5/2025	₹ 131.97	-	-	-	19.74%
Axis Income Plus Arbitrage Passive FOF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.17 +0.00	12/11/2025	₹ 153.19	-	-	-	5.63%
Edelweiss Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Low to Moderate \| 10.32 +0.00	18/7/2025	₹ 173.84	-	-	-	5.08%
UTI Income Plus Arbitrage Active FoF-Reg(G) FoFs (Domestic) - Hybrid \| Moderate \| 10.56 +0.00	4/4/2025	₹ 220.13	-	-	-	6.12%

Mutual Funds

No Data

No Data

ALLOCATION BY SECTOR

TOP STOCKS HOLDINGS