Sundaram Income Plus Arbitrage Active FoF Fund

Sundaram Income Plus Arbitrage Active FoF Fund is a hybrid fund. This fund was started on 12 January, 2026. The fund is managed by Kumaresh Ramakrishnan, Sandeep Agarwal, S. Bharath. This fund gives you the benefit of diversification.

1. Sundaram Income Plus Arbitrage Active FoF Fund has ₹76 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Sundaram Income Plus Arbitrage Active FoF Fund has given a CAGR return of 1.10% since inception.

Sundaram Income Plus Arbitrage Active FoF Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Government, Basic Materials, Energy, Consumer Defensive, Utilities, Consumer Cyclical, Industrial, Communication, Health, Tech, Real Estate.

As it is a fund of funds mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Income Plus Arbitrage Active FoF Fund has no lock in period.