Income-oriented debt or money-market exposure
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.
Investors matching the scheme's duration and credit profile to their time horizon.
Interest-rate, credit, liquidity and reinvestment risk; debt funds are not fixed deposits.
How the money may be invested
Units of Liquid/Debt Oriented Mutual Fund Schemes: 35%-65% Units of Arbitrage Mutual Fund Schemes: 35%-65% Money Market Securities (including Tri Party Repo)#: 0%-5%
- SEBI category
- Hybrid FoF
- Fund type
- An open-ended fund of funds investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes
- Primary benchmark
- 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. S. Bharath; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Kumaresh Ramakrishnan
- Manager tenure on this scheme
- Since 05-Jan-2026
- Role / co-management
- Comanage
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Sundaram Income Plus Arbitrage Active FoF - Direct Plan - GROWTH | ₹10.3939 | 04 Sep 2026 |
| Sundaram Income Plus Arbitrage Active FoF - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹10.3939 | 04 Sep 2026 |
| Sundaram Income Plus Arbitrage Active FoF - Regular Plan - GROWTH | ₹10.3762 | 04 Sep 2026 |
| Sundaram Income Plus Arbitrage Active FoF - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal) | ₹10.3762 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 0.62%, Direct 0.37%
- Exit load
- NIL
- Minimum application
- Regular Plan & Direct Plan Options: For first investment – Rs. 5000/- and multiples of Re.1/- thereafter · multiples of 1
- SIP frequency
- SIP: Weekly, Monthly & Quarterly; STP: Daily, Weekly, Monthly, Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually
- Minimum SIP amount
- SIP: Monthly: Rs.250/-, Weekly: Rs. 1000/-, Quarterly: Rs.750/-; STP: Monthly: Rs.250/-, Quarterly: Rs.750/-, Daily & Weekly: Rs.1000/-; SWP: Monthly & Quarterly: Rs.500/-
- Minimum instalments
- Daily, Weekly, Monthly, Quarterly: 6 Instalments
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.