sundaram income plus arbitrage active fof

Sundaram Income Plus Arbitrage Active FoF Direct-Growth

Hybrid: Income plus Arbitrage - Growth (Open ended)

Sundaram Income Plus Arbitrage Active FoF Direct-GrowthNAV: 10.33 as on 06 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: ModerateCategory: Hybrid: Income plus Arbitrage

NAV: ₹10.33+0.04%

07 Jul 2026

1 Week returns: 0.27 %

Category rank: 18/14

1 Month returns: 1.10 %

Category rank: 20/14

1 Year CAGR: -

Category rank: -

3 Years CAGR: -

Category rank: -

5 Years CAGR: -

Category rank: -

52 week high/low

₹10.01

₹10.33

AUM

67.36

Expense Ratio

0.37

Inception

1768780.00

Max Drawdown

-0.00

Return 1M

1.10

Return YTD

Return 1Y

Return 3Y

Return 5Y

Alpha

Sharpe

Key Talking Points

Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.

Positive

Not enough talking points with positive stance

Negative

Not enough talking points with negative stance

Neutral

Not enough performance data

Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis

Scheme Overview

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.

Scheme Category Overview →

Plan Variants

Sundaram Income Plus Arbitrage Active FoF Direct-IDCW

Fund Managers

Kumaresh Ramakrishnan

Since: 5 Jan 2026

View details

Education

Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).

Past Experience

Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.

Funds managed (16)

1.Sundaram Medium Duration Fund9 Jun 2026 – Present

2.Sundaram Aggressive Hybrid Fund9 Jun 2026 – Present

3.Sundaram Liquid Fund9 Jun 2026 – Present

4.Sundaram Low Duration Fund9 Jun 2026 – Present

5.Sundaram Short Duration Fund9 Jun 2026 – Present

6.Sundaram Ultra Short Duration Fund9 Jun 2026 – Present

7.Sundaram Balanced Advantage Fund9 Jun 2026 – Present

8.Sundaram Equity Savings Fund9 Jun 2026 – Present

9.Sundaram Conservative Hybrid Fund9 Jun 2026 – Present

10.Sundaram Banking & PSU Fund9 Jun 2026 – Present

11.Sundaram Corporate Bond Fund9 Jun 2026 – Present

12.Sundaram Arbitrage Fund9 Jun 2026 – Present

13.Sundaram Money Market Fund9 Jun 2026 – Present

14.Sundaram Overnight Fund9 Jun 2026 – Present

15.Sundaram Multi Asset Allocation Fund9 Jun 2026 – Present

16.Sundaram Income Plus Arbitrage Active FoF5 Jan 2026 – Present

Bharath S

Since: 5 Jan 2026

View details

Education

Mr. Bharath is a B Com (H), MBA and ICWA.

Past Experience

Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Funds managed (8)

1.Sundaram Mid Cap Fund24 Feb 2021 – Present

2.Sundaram Aggressive Hybrid Fund1 Jan 2022 – Present

3.Sundaram Balanced Advantage Fund1 Jan 2022 – Present

4.Sundaram ELSS Tax Saver Fund2 Jun 2025 – Present

5.Sundaram Conservative Hybrid Fund16 May 2022 – Present

6.Sundaram Flexi Cap Fund1 Jul 2024 – Present

7.Sundaram Multi-Factor Fund2 Jul 2025 – Present

8.Sundaram Income Plus Arbitrage Active FoF5 Jan 2026 – Present

Sandeep Agarwal

Since: 5 Jan 2026

View details

Education

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Past Experience

Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Funds managed (14)

1.Sundaram Medium Duration Fund2 Jan 2013 – Present

2.Sundaram Value Fund11 May 2026 – Present

3.Sundaram Liquid Fund16 May 2022 – Present

4.Sundaram Low Duration Fund16 May 2022 – Present

5.Sundaram Short Duration Fund1 Jan 2022 – Present

6.Sundaram Ultra Short Duration Fund1 Jan 2022 – Present

7.Sundaram Banking & PSU Fund16 May 2022 – Present

8.Sundaram Corporate Bond Fund13 May 2013 – Present

9.Sundaram Money Market Fund12 Sep 2018 – Present

10.Sundaram Overnight Fund15 Mar 2019 – Present

11.Sundaram Flexi Cap Fund9 Jun 2026 – Present

12.Sundaram Business Cycle Fund5 Jun 2024 – Present

13.Sundaram Multi-Factor Fund2 Jul 2025 – Present

14.Sundaram Income Plus Arbitrage Active FoF5 Jan 2026 – Present

Key Scheme Details

Inception

18 Jan 2026

Expense Ratio

0.37%

AUM

₹67.36 Cr

Lock in

No lock in

Taxation

Others

Min. Investment

₹5,000

Min. Addl Investment

Min. SIP Investment

₹250

Exit load

AMC Overview

Sundaram Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.

AUM Analysis

AUM distribution as on date:

May 31, 2026

Total AUM: ₹ 77,804 Cr

Equity

₹ 48,002 Cr

Hybrid

₹ 15,109 Cr

Debt

₹ 14,693 Cr

	Dec 31, 2021	Jan 31, 2022	Feb 28, 2022	Mar 31, 2022	Apr 30, 2022	May 31, 2022	Jun 30, 2022	Jul 31, 2022	Aug 31, 2022	Sep 30, 2022	Oct 31, 2022	Nov 30, 2022	Dec 31, 2022	Jan 31, 2023	Feb 28, 2023	Mar 31, 2023	Apr 30, 2023	May 31, 2023	Jun 30, 2023	Jul 31, 2023	Aug 31, 2023	Sep 30, 2023	Oct 31, 2023	Nov 30, 2023	Dec 31, 2023	Jan 31, 2024	Feb 29, 2024	Mar 31, 2024	Apr 30, 2024	May 31, 2024	Jun 30, 2024	Jul 31, 2024	Aug 31, 2024	Sep 30, 2024	Oct 31, 2024	Nov 30, 2024	Dec 31, 2024	Jan 31, 2025	Feb 28, 2025	Mar 31, 2025	Apr 30, 2025	May 31, 2025	Jun 30, 2025	Jul 31, 2025	Aug 31, 2025	Sep 30, 2025	Oct 31, 2025	Nov 30, 2025	Dec 31, 2025	Jan 31, 2026	Feb 28, 2026	Mar 31, 2026	Apr 30, 2026	May 31, 2026
equity	30,545 Cr	30,214 Cr	28,854 Cr	29,955 Cr	29,539 Cr	28,261 Cr	26,940 Cr	29,603 Cr	30,661 Cr	31,760 Cr	32,544 Cr	32,828 Cr	31,914 Cr	31,124 Cr	30,714 Cr	30,266 Cr	31,041 Cr	31,977 Cr	33,034 Cr	34,240 Cr	34,457 Cr	34,654 Cr	33,641 Cr	36,262 Cr	38,389 Cr	38,615 Cr	39,006 Cr	39,180 Cr	40,585 Cr	40,872 Cr	43,516 Cr	46,389 Cr	47,248 Cr	48,488 Cr	45,841 Cr	46,037 Cr	46,073 Cr	43,570 Cr	39,842 Cr	42,685 Cr	44,157 Cr	45,809 Cr	47,456 Cr	47,504 Cr	46,848 Cr	47,292 Cr	49,257 Cr	49,590 Cr	49,320 Cr	47,679 Cr	48,108 Cr	42,792 Cr	47,599 Cr	48,002 Cr
hybrid	5,118 Cr	5,094 Cr	4,984 Cr	5,100 Cr	5,055 Cr	4,982 Cr	4,876 Cr	5,114 Cr	5,187 Cr	5,111 Cr	5,222 Cr	5,334 Cr	5,219 Cr	5,139 Cr	5,067 Cr	5,044 Cr	5,152 Cr	5,293 Cr	5,474 Cr	5,680 Cr	5,765 Cr	5,937 Cr	5,920 Cr	6,198 Cr	6,514 Cr	8,456 Cr	8,700 Cr	8,938 Cr	9,214 Cr	9,322 Cr	9,763 Cr	10,124 Cr	10,392 Cr	10,745 Cr	10,555 Cr	10,714 Cr	10,820 Cr	10,693 Cr	10,326 Cr	10,887 Cr	11,378 Cr	11,711 Cr	12,087 Cr	12,342 Cr	12,473 Cr	12,911 Cr	13,508 Cr	13,980 Cr	14,221 Cr	14,473 Cr	14,717 Cr	13,780 Cr	14,959 Cr	15,109 Cr
debt	8,440 Cr	8,128 Cr	8,257 Cr	7,209 Cr	6,446 Cr	6,255 Cr	6,569 Cr	6,784 Cr	7,101 Cr	6,607 Cr	6,812 Cr	8,026 Cr	7,893 Cr	8,624 Cr	8,779 Cr	7,891 Cr	8,700 Cr	8,781 Cr	8,371 Cr	9,444 Cr	9,338 Cr	7,974 Cr	9,316 Cr	9,814 Cr	8,077 Cr	9,714 Cr	10,451 Cr	8,110 Cr	9,965 Cr	10,776 Cr	10,111 Cr	9,964 Cr	9,802 Cr	9,621 Cr	11,706 Cr	11,861 Cr	11,110 Cr	11,267 Cr	12,057 Cr	10,604 Cr	11,512 Cr	12,842 Cr	11,943 Cr	12,357 Cr	14,129 Cr	13,572 Cr	14,093 Cr	13,378 Cr	12,595 Cr	13,522 Cr	13,193 Cr	10,450 Cr	12,966 Cr	14,693 Cr
commodities	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Total	44,104 Cr	43,436 Cr	42,095 Cr	42,265 Cr	41,040 Cr	39,498 Cr	38,384 Cr	41,500 Cr	42,950 Cr	43,477 Cr	44,577 Cr	46,189 Cr	45,025 Cr	44,887 Cr	44,561 Cr	43,201 Cr	44,892 Cr	46,051 Cr	46,879 Cr	49,365 Cr	49,560 Cr	48,566 Cr	48,877 Cr	52,274 Cr	52,980 Cr	56,785 Cr	58,157 Cr	56,229 Cr	59,764 Cr	60,969 Cr	63,390 Cr	66,477 Cr	67,443 Cr	68,853 Cr	68,102 Cr	68,612 Cr	68,003 Cr	65,530 Cr	62,225 Cr	64,176 Cr	67,047 Cr	70,361 Cr	71,486 Cr	72,203 Cr	73,451 Cr	73,776 Cr	76,858 Cr	76,948 Cr	76,137 Cr	75,674 Cr	76,017 Cr	67,022 Cr	75,524 Cr	77,804 Cr

AMC Details

AMC

Sundaram Mutual Fund

CEO

Anand Radhakrishnan(Managing Director)

CIO

Ravi Gopalakrishnan(Chief Investment Officer-Equity)

IRO

P Sundararajan

Trustee

Sundaram Trustee Company Ltd.

Phone

1860-425-7237

Website

http://www.sundarammutual.com

Address

Sundaram Towers No. 46,,1st& 2nd Floor,, Whites Road,, Royapettah, Chennai

Frequently Asked Questions

What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The current NAV (Net Asset Value) of Sundaram Income Plus Arbitrage Active FoF Direct-Growth is ₹ 10.3261 as of 1783382. NAV is declared at the end of each business day after market close and reflects the per-unit value of the fund after deducting expenses.

What is the AUM of Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The Assets Under Management (AUM) of Sundaram Income Plus Arbitrage Active FoF Direct-Growth is ₹ 67.36 Cr in the Hybrid: Income plus Arbitrage category. A larger AUM generally reflects higher investor confidence. For mid and small cap funds, very large AUM can sometimes limit agility in portfolio positioning.

What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The expense ratio of Sundaram Income Plus Arbitrage Active FoF Direct-Growth is 0.37%. This annual fee is deducted daily from the NAV — over Sundaram Income Plus Arbitrage Active FoF Direct-Growth's history, the fund has delivered a since-inception CAGR of 3.25% after expenses. Direct plans always carry a lower expense ratio than Regular plans — the difference in expense ratio directly adds to your NAV growth over time.

Who is the fund manager of Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The fund manager details for Sundaram Income Plus Arbitrage Active FoF Direct-Growth are available in the Scheme Overview section. The fund is managed by Sundaram Mutual Fund. Fund manager experience and tenure are important qualitative factors when evaluating a mutual fund.

What is the benchmark of Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The benchmark index for Sundaram Income Plus Arbitrage Active FoF Direct-Growth is shown in the Scheme Overview section. Fund performance is compared against this benchmark to assess the fund manager's alpha generation.

When was Sundaram Income Plus Arbitrage Active FoF Direct-Growth launched?

The launch (inception) date of Sundaram Income Plus Arbitrage Active FoF Direct-Growth is available in the Scheme Overview section. A longer track record spanning multiple bull and bear market cycles is an important criterion when evaluating a mutual fund.

What is the minimum investment in Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The minimum SIP and lumpsum investment details for Sundaram Income Plus Arbitrage Active FoF Direct-Growth are available in the Scheme Overview section. SIPs let you invest a fixed amount regularly, averaging your purchase cost over time and reducing market timing risk.

What is the exit load on Sundaram Income Plus Arbitrage Active FoF Direct-Growth?

The exit load on Sundaram Income Plus Arbitrage Active FoF Direct-Growth is 0.00%. Exit load is charged on redemption to discourage early withdrawal. Always factor in the exit load when comparing the net redemption value.

What category does Sundaram Income Plus Arbitrage Active FoF Direct-Growth belong to?

Sundaram Income Plus Arbitrage Active FoF Direct-Growth belongs to the Hybrid: Income plus Arbitrage category of mutual funds. SEBI has classified mutual funds into well-defined categories to help investors choose based on risk appetite and investment horizon. The maximum historical drawdown of Sundaram Income Plus Arbitrage Active FoF Direct-Growth has been -0.00%, reflecting its worst peak-to-trough decline.

Is Sundaram Income Plus Arbitrage Active FoF Direct-Growth a direct or regular plan?

Sundaram Income Plus Arbitrage Active FoF Direct-Growth is available in both Direct and Regular plan variants. Direct plans always offer a lower expense ratio — the savings from no distributor commission compound meaningfully over a long investment horizon.

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Dec 31, 2021

Jan 31, 2022

Feb 28, 2022

Mar 31, 2022

Apr 30, 2022

May 31, 2022

Jun 30, 2022

Jul 31, 2022

Aug 31, 2022

Sep 30, 2022

Oct 31, 2022

Nov 30, 2022

Dec 31, 2022

Jan 31, 2023

Feb 28, 2023

Mar 31, 2023

Apr 30, 2023

May 31, 2023

Jun 30, 2023

Jul 31, 2023

Aug 31, 2023

Sep 30, 2023

Oct 31, 2023

Nov 30, 2023

Dec 31, 2023

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Feb 29, 2024

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May 31, 2024

Jun 30, 2024

Jul 31, 2024

Aug 31, 2024

Sep 30, 2024

Oct 31, 2024

Nov 30, 2024

Dec 31, 2024

Jan 31, 2025

Feb 28, 2025

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Apr 30, 2025

May 31, 2025

Jun 30, 2025

Jul 31, 2025

Aug 31, 2025

Sep 30, 2025

Oct 31, 2025

Nov 30, 2025

Dec 31, 2025

Jan 31, 2026

Feb 28, 2026

Mar 31, 2026

Apr 30, 2026

May 31, 2026

equity

30,545 Cr

30,214 Cr

28,854 Cr

29,955 Cr

29,539 Cr

28,261 Cr

26,940 Cr

29,603 Cr

30,661 Cr

31,760 Cr

32,544 Cr

32,828 Cr

31,914 Cr

31,124 Cr

30,714 Cr

30,266 Cr

31,041 Cr

31,977 Cr

33,034 Cr

34,240 Cr

34,457 Cr

34,654 Cr

33,641 Cr

36,262 Cr

38,389 Cr

38,615 Cr

39,006 Cr

39,180 Cr

40,585 Cr

40,872 Cr

43,516 Cr

46,389 Cr

47,248 Cr

48,488 Cr

45,841 Cr

46,037 Cr

46,073 Cr

43,570 Cr

39,842 Cr

42,685 Cr

44,157 Cr

45,809 Cr

47,456 Cr

47,504 Cr

46,848 Cr

47,292 Cr

49,257 Cr

49,590 Cr

49,320 Cr

47,679 Cr

48,108 Cr

42,792 Cr

47,599 Cr

48,002 Cr

hybrid

5,118 Cr

5,094 Cr

4,984 Cr

5,100 Cr

5,055 Cr

4,982 Cr

4,876 Cr

5,114 Cr

5,187 Cr

5,111 Cr

5,222 Cr

5,334 Cr

5,219 Cr

5,139 Cr

5,067 Cr

5,044 Cr

5,152 Cr

5,293 Cr

5,474 Cr

5,680 Cr

5,765 Cr

5,937 Cr

5,920 Cr

6,198 Cr

6,514 Cr

8,456 Cr

8,700 Cr

8,938 Cr

9,214 Cr

9,322 Cr

9,763 Cr

10,124 Cr

10,392 Cr

10,745 Cr

10,555 Cr

10,714 Cr

10,820 Cr

10,693 Cr

10,326 Cr

10,887 Cr

11,378 Cr

11,711 Cr

12,087 Cr

12,342 Cr

12,473 Cr

12,911 Cr

13,508 Cr

13,980 Cr

14,221 Cr

14,473 Cr

14,717 Cr

13,780 Cr

14,959 Cr

15,109 Cr

debt

8,440 Cr

8,128 Cr

8,257 Cr

7,209 Cr

6,446 Cr

6,255 Cr

6,569 Cr

6,784 Cr

7,101 Cr

6,607 Cr

6,812 Cr

8,026 Cr

7,893 Cr

8,624 Cr

8,779 Cr

7,891 Cr

8,700 Cr

8,781 Cr

8,371 Cr

9,444 Cr

9,338 Cr

7,974 Cr

9,316 Cr

9,814 Cr

8,077 Cr

9,714 Cr

10,451 Cr

8,110 Cr

9,965 Cr

10,776 Cr

10,111 Cr

9,964 Cr

9,802 Cr

9,621 Cr

11,706 Cr

11,861 Cr

11,110 Cr

11,267 Cr

12,057 Cr

10,604 Cr

11,512 Cr

12,842 Cr

11,943 Cr

12,357 Cr

14,129 Cr

13,572 Cr

14,093 Cr

13,378 Cr

12,595 Cr

13,522 Cr

13,193 Cr

10,450 Cr

12,966 Cr

14,693 Cr

commodities

Total

44,104 Cr

43,436 Cr

42,095 Cr

42,265 Cr

41,040 Cr

39,498 Cr

38,384 Cr

41,500 Cr

42,950 Cr

43,477 Cr

44,577 Cr

46,189 Cr

45,025 Cr

44,887 Cr

44,561 Cr

43,201 Cr

44,892 Cr

46,051 Cr

46,879 Cr

49,365 Cr

49,560 Cr

48,566 Cr

48,877 Cr

52,274 Cr

52,980 Cr

56,785 Cr

58,157 Cr

56,229 Cr

59,764 Cr

60,969 Cr

63,390 Cr

66,477 Cr

67,443 Cr

68,853 Cr

68,102 Cr

68,612 Cr

68,003 Cr

65,530 Cr

62,225 Cr

64,176 Cr

67,047 Cr

70,361 Cr

71,486 Cr

72,203 Cr

73,451 Cr

73,776 Cr

76,858 Cr

76,948 Cr

76,137 Cr

75,674 Cr

76,017 Cr

67,022 Cr

75,524 Cr

77,804 Cr