Sundaram Income Plus Arbitrage Active FoF is a mutual fund run by Sundaram Mutual Fund. On 30-09-2026, it managed ₹56 Cr of investors' money.
NAV (Direct plan)
₹10.44
▼ 0.02% · 29-10-2026
NAV (Regular plan)
₹10.41
▼ 0.02% · 29-10-2026
Expense ratio
0.34%Direct0.59%Regular
0.34%
A year
Riskometer
Low to Moderate
Set by the fund house
6 month return
2.7%Direct2.5%Regular
2.7%
Total
Sundaram Income Plus Arbitrage Active FoF NAV Today
NAV on 29-10-2026: Direct Plan Growth ₹10.44 (down 0.02% that day); Regular Plan Growth ₹10.41 (down 0.02% that day).
This fund (Direct plan)
₹10.4356
Sundaram Income Plus Arbitrage Active FoF Returns
Returns as on 29-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
Trailing returns
Period
1M
3M
6M
1Y
3Y
5Y
10Y
This fund (Direct)
+0.26%
+0.89%
+2.68%
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This fund (Regular)
+0.24%
+0.82%
+2.55%
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Category average
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Best in category
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Worst in category
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Rank in category
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No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds. This fund's benchmark is 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI. Returns of that index are not available to us.
Sundaram Income Plus Arbitrage Active FoF Expense Ratio and Costs
What each plan charges a year, in force from 16-09-2026
Plan
Base expense ratio
Brokerage
Transaction costs
Levies and GST
Total expense ratio
Direct
0.32%
0.00%
0.00%
0.02%
0.34%
Regular
0.56%
0.00%
0.00%
0.03%
0.59%
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.
Sundaram Income Plus Arbitrage Active FoF Asset Allocation
Asset allocation as on 30-09-2026
What the fund holds
100.0%Cash and others
Asset
Fund
Cash and others
100.0%
Sundaram Income Plus Arbitrage Active FoF Portfolio Holdings
As on 30-09-2026 · 8 holdings · from the fund house's monthly portfolio
Holdings
Sector
Weight%
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%
Sundaram Ultra Short Term Fund - Direct - Growth
0.58%
Sundaram Income Plus Arbitrage Active FoF Portfolio Overlap
Funds with the most similar portfolios, across every fund house and category
Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.
Sundaram Income Plus Arbitrage Active FoF Overview
Fund facts from the scheme summary document, as on 16-10-2026
Expense ratio (Direct)
0.34%
Expense ratio (Regular)
0.59%
Category
Fund of Funds
Risk
Low to Moderate
Launch date
12-01-2026
Minimum additional investment
₹500
AUM
₹55.65 Cr (30-09-2026)
Lock in
None
Scheme code (Direct)
154123
ISIN (Direct)
INF903JA1LZ7
Scheme code (Regular)
154127
ISIN (Regular)
INF903JA1MC4
NAV history
From 13-01-2026, 0.8 years
Benchmark
60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Minimum investment
Regular Plan & Direct Plan Options: For first investment – Rs. 5000/- and multiples of Re.1/- thereafter
Exit load
NIL
Tax on Sundaram Income Plus Arbitrage Active FoF returns
How the gain is taxed depends on what the fund holds. A fund with 65% or more in Indian stocks is taxed as an equity fund: 20% within 1 year, 12.5% after, on gains above ₹1.25 lakh a year.
A fund with 65% or more in debt is taxed at your slab rate. Any other fund: your slab rate within 2 years, 12.5% after.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.
Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.
All plans and options
Plan
Option
NAV
As on
direct
Growth
₹10.4356
29-10-2026
direct
Income Distribution Cum Capital Withdrawal IDCW
₹10.4356
29-10-2026
regular
Growth
₹10.4139
29-10-2026
regular
Income Distribution Cum Capital Withdrawal IDCW
₹10.4139
29-10-2026
About Sundaram Income Plus Arbitrage Active FoF
Sundaram Income Plus Arbitrage Active FoF is a mutual fund from Sundaram Mutual Fund. Its category is Fund of Funds. It was launched on 12-01-2026. Its benchmark is 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI. At the end of September 2026 it held 8 securities.
Fund Manager
S. Bharath
Fund manager of Sundaram Income Plus Arbitrage Active FoF
Sandeep Agarwal
Fund manager of Sundaram Income Plus Arbitrage Active FoF
Kumaresh Ramakrishnan
Fund manager of Sundaram Income Plus Arbitrage Active FoF
Frequently Asked Questions for Sundaram Income Plus Arbitrage Active FoF
What is the current NAV of Sundaram Income Plus Arbitrage Active FoF?
The Direct plan NAV is ₹10.4356. The Regular plan NAV is ₹10.4139, as on 29-10-2026.
What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF?
The Direct plan charges 0.34% a year. The Regular plan charges 0.59% a year. This is the figure the fund house reported to AMFI, in force from 16-09-2026.
What is the AUM of Sundaram Income Plus Arbitrage Active FoF?
Sundaram Income Plus Arbitrage Active FoF managed ₹55.65 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.
What are the top holdings of Sundaram Income Plus Arbitrage Active FoF?
At the end of September 2026 the largest holdings were 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%). The fund held 8 securities in all.
How do I invest in Sundaram Income Plus Arbitrage Active FoF?
Through Sundaram Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least Regular Plan & Direct Plan Options: For first investment – Rs. 5000/- and multiples of Re.1/- thereafter. You can invest once or through a monthly SIP.
Who is the fund manager of Sundaram Income Plus Arbitrage Active FoF?
S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan.
What is the exit load of Sundaram Income Plus Arbitrage Active FoF?
NIL
Does Sundaram Income Plus Arbitrage Active FoF have a lock-in period?
No. You can redeem your units on any business day. An exit load may still apply.
Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.
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