Sundaram Mutual Fund launches Sundaram Income Plus Arbitrage Active FoF
05 Jan,   2026 By: Eastern Fin Research Team #Mutual Fund

NFO period: 05th Jan - 08th Jan, 2026

Highlights of the NFO:

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

  • 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 AMC

  • Product suitability - This product is suitable for investors who are seeking capital appreciation over long term .Investment in Units of Arbitrage and Debt schemes.

  • Minimum Application Amount - Rs. 5000/- and multiples of Re.1/- thereafter

  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).

  • Fund Managers - Mr. Bharath S, Mr. Sandeep Agarwal & Mr. Kumaresh Ramakrishnan

  • Benchmark - 60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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