Sundaram Mutual Fund has launched a new fund of fund scheme, the Sundaram Income Plus Arbitrage Active FoF, open for subscription from 05 January 2026 to 08 January 2026. With a moderate risk profile, this NFO focuses on a combination of debt-oriented and arbitrage mutual fund schemes to deliver long-term capital appreciation.
Key NFO Details
| Detail | Information |
| Fund Name | Sundaram Income Plus Arbitrage Active FoF |
| NFO Period | 05 Jan 2026 to 08 Jan 2026 |
| Allotment Date | 12 Jan 2026 |
| Category | Others |
| Risk Level | Moderate |
| Fund Type | Not specified |
| Minimum Investment | ₹10,000 (lumpsum), ₹500 (SIP) |
| Exit Load | 0% |
Investment Objective
| 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. |
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 16.32% |
| 2 Years | 9.42% |
| 3 Years | 16.87% |
| 4 Years | 18.06% |
| 5 Years | 17.67% |
| 7 Years | 19.26% |
| 10 Years | 16.26% |
Should You Invest in This NFO?
| Investing May Make Sense If |
| You are looking for moderate risk exposure through debt and arbitrage strategies. |
| You prefer a fund of fund structure for diversification across mutual fund schemes. |
| You aim for long-term capital appreciation with relatively stable return expectations. |
| Important Note |
| As this is a new fund offer, there is no past performance history available for the scheme itself. |
About Sundaram Mutual Fund
Fund Managers
| Name |
| Kumaresh Ramakrishnan |
| Bharath S. |
| Sandeep Agarwal |
AMC Details
| Detail | Information |
| No. of Schemes | 31 |
| Total AUM | ₹74,005 Cr (as of Sep 30, 2025) |
| Address | Sundaram Towers, No. 46, 1st & 2nd Floor, Whites Road, Royapettah, Chennai, 600014 |
| Phone | 1860-425-7237 |
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Final Thoughts
The Sundaram Income Plus Arbitrage Active FoF NFO is positioned for investors seeking a moderate risk investment option that combines debt-oriented and arbitrage mutual fund schemes. It may suit those looking to diversify their portfolio with relatively stable strategies while aiming for long-term capital appreciation. Investors should review the scheme document carefully and align the investment with their financial goals and risk appetite.
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