| Launch date | 05 Jan 2026 |
| Allotment date | 12 Jan 2026 |
| End date | 08 Jan 2026 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.35%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
--
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹250 |
Fund management
Kumaresh RamakrishnanJan 2026 - PresentView details
Bharath S.Jan 2026 - PresentView details
Sandeep AgarwalJan 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹67,021.82Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Income Plus Arbitrage Active FoF Direct Growth is a -- Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Kumaresh Ramakrishnan is the Current Fund Manager of Sundaram Income Plus Arbitrage Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 15 Apr 2026 is ₹10.16. The Sundaram Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000. ;
Investment 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. ;
| Fund benchmark | -- |
|---|
Fund house contact details
Peer Comparison
| Fund name | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Franklin India Mid Cap Fund Direct Growth | 3 | 6.3% | 21.8% | 10,899.40 |
Nippon India Small Cap Fund Direct Growth | 4 | 8.7% | 21.4% | 61,808.85 |
Franklin India Small Cap Fund Direct Growth | 3 | 6.6% | 19.4% | 11,724.35 |
HDFC Small Cap Fund Direct Growth | 4 | 8.8% | 18.1% | 33,724.28 |
Franklin India Technology Fund Direct Growth | -- | 1.4% | 17.0% | 1,556.24 |