Sundaram Income Plus Arbitrage Active FoF Direct Growth

Sundaram Income Plus Arbitrage Active FoF Direct Growth
Moderate Risk
Launch date05 Jan 2026
Allotment date12 Jan 2026
End date08 Jan 2026
NAV₹10.00
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Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹250
Fund managementKumaresh Ramakrishnan
Jan 2026 - Present
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Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining PGIM India Mutual Fund he has worked with DWS AMC, Societe Generale and CARE.
Bharath S.
Jan 2026 - Present
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Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram ELSS Tax Saver Fund Direct
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Multi Factor Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sandeep Agarwal
Jan 2026 - Present
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Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Sundaram Money Market Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Multi Factor Fund Direct Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Multi Asset Allocation Fund Direct Growth
Sundaram Business Cycle Fund Direct Growth
Sundaram Overnight Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹76,948.12Cr
Date of Incorporation26 Feb 1996
    Sundaram Income Plus Arbitrage Active FoF Direct Growth is a NA 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 ₹76,948 Cr and     the Latest NAV as of 05 Jan 2026 is ₹10.00.  

    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 ObjectiveThe 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 benchmarkNA
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Technology Fund Direct Growth
NA
-2.1%25.5%1,956.54
Franklin India Mid Cap Fund Direct Growth
3
3.9%23.8%12,911.38
Nippon India Small Cap Fund Direct Growth
4
-2.0%22.7%68,571.85
HDFC Small Cap Fund Direct Growth
4
2.0%21.5%38,020.31
Franklin India Small Cap Fund Direct Growth
3
-5.1%21.4%13,529.48

Rank (total assets)	#17 in India
Total AUM	₹76,948.12Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NA

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Technology Fund Direct Growth	NA	-2.1%	25.5%	1,956.54
Franklin India Mid Cap Fund Direct Growth	3	3.9%	23.8%	12,911.38
Nippon India Small Cap Fund Direct Growth	4	-2.0%	22.7%	68,571.85
HDFC Small Cap Fund Direct Growth	4	2.0%	21.5%	38,020.31
Franklin India Small Cap Fund Direct Growth	3	-5.1%	21.4%	13,529.48