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Sundaram Income Plus Arbitrage Active FoF

Sundaram Income Plus Arbitrage Active FoF

An open-ended fund of funds investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes.

NAV as on

Returns since inception

Date of Inception

Total AUM

Risk Metric

Understanding the Sundaram Income Plus Arbitrage Active FoF

The Sundaram Income Plus Arbitrage Active Fund of Funds blends the stability of actively managed debt funds with the tax efficiency of arbitrage strategies, all within one thoughtfully constructed portfolio.

The fund will allocate 60-65% to actively managed debt-oriented funds, 35-40% to arbitrage funds, and up to 5% in money market securities creating a balanced structure that aims to deliver steady income potential while keeping volatility in check .

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Why this combination works?

Debt and arbitrage strategies behave differently across market conditions.

Debt Funds

Aim to generate regular income and capture opportunities across interest-rate cycles

Arbitrage Funds

Fully hedged equity positions, benefitting from price inefficiencies while limiting market risk

Because these strategies respond differently to market movements, the combination helps smoothen returns and reduce overall portfolio volatility.

Why Invest in the Sundaram Income Plus Arbitrage Active FoF?

Rate Cycle Uncertainty

Built to smoothen returns through rising and falling interest rate environments.

Tax Efficiency

12.5% LTCG, if held for min. 2 years & equity + debt exposure is 35-65% range

Active Management

Allocation to debt and arbitrage is adjusted based on market conditions

Low Volatility

Likely to exhibit lower volatility by combining debt and arbitrage funds

Fund Details

Scheme Type

Fund of Funds

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.

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.

Benchmark

Tier I 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI

Tier II NA

Special Facilities

SIP/SWP/STP/IDCW Transfer Facility (DSO)/Pledge

Options

Growth, Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Plans

Regular, Direct

Minimum Investment

₹5000/-, SIP available - ₹250 monthly (Refer SID for more details)

Minimum Additional Purchase

₹500/-& multiples of Re.1/- thereafter

Fund Managers

Mr. Bharath S, Mr. Sandeep Agarwal, Mr. Kumaresh Ramakrishnan

Entry Load : Nil

Exit Load : Nil

Fund Managers

Fund Related Documents

Portfolio

One Sheeter

Application Form

SIP - NACH

SID

KIM

Product Label

This product is suitable for investors who are seeking*

Capital appreciation over long terms
Investment in Units of Arbitrage and Debt schemes

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Mid cap stock prices are subject to more volatility than other stock prices.

Past performance may or may not be sustained in futures.

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