Sundaram Income Plus Arbitrage Active FoF Direct-Growth NFO

January 1, 2026

RA Jainee

Sundaram Income Plus Arbitrage Active FoF – Direct | Growth

📌 Fund Snapshot & Key Details (Master Table)

Particulars	Details
Fund House	Sundaram Mutual Fund
Scheme Type	Open-ended
Category	Hybrid: Income plus Arbitrage
Benchmark	NIFTY SD Debt Index A-II (60), NIFTY 50 Arbitrage TRI (40)
NFO Opens	05 January 2026
NFO Closes	08 January 2026
Plan / Option	Growth, IDCW
Minimum Investment	Rs. 5,000
Exit Load	0
Lock-in Period	NA
Riskometer	Moderate
Registrar	KFin Technologies Ltd.

⚖️ Sahifund NFO Review

Sundaram Income Plus Arbitrage Active FoF – Direct | Growth

PLUS

Hybrid structure combining debt funds + arbitrage funds lowers volatility
Zero exit load → suitable for tactical and short-to-medium term allocation
Arbitrage component adds tax-efficient stability during volatile equity phases
Moderate risk profile fits conservative to balanced investors
Fund-of-Funds approach offers diversification across multiple underlying schemes

MINUS

Return potential capped; not designed for return-hungry investors
Performance will closely track debt yields and arbitrage spreads
Limited upside in strong equity bull markets
Slightly higher expense structure inherent in FoF products

Sahifund View (Decisive Line)

A low-volatility, stability-oriented hybrid solution best suited for disciplined investors seeking predictable returns rather than aggressive growth.

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⏱️ Last Updated: 25 December 2025, 10.00 AM

📊 Sahifund Interpretation of the Benchmark

The blended benchmark — NIFTY SD Debt Index A-II (60%) + NIFTY 50 Arbitrage TRI (40%) — is designed to prioritise capital preservation and accrual stability.
This benchmark structure typically mirrors prevailing interest-rate conditions and arbitrage opportunities, resulting in low drawdowns and modest but steady returns.

Sahifund Insight:
Expect performance to be yield-linked and range-bound. The benchmark is a risk-control yardstick, not a return-maximising one.

👤 Sahifund Interpretation of Fund Managers & Track Record

Kumaresh Ramakrishnan (Debt & Strategy)

Though the FoF is new, his background across DWS AMC, Societe Generale and CARE reflects strong fixed-income and risk-management expertise. His role adds structural discipline to portfolio construction.

Sandeep Agarwal (Debt Specialist)

Across Corporate Bond and Medium Duration Funds, he has consistently delivered returns above benchmark over 1-, 3-, 5- and 10-year periods, highlighting strong accrual selection and duration control.

Bharath S. (Hybrid & Equity Exposure)

His performance in Mid Cap and Aggressive Hybrid Funds shows the ability to manage equity-linked volatility and asset allocation cycles effectively, which supports the arbitrage component of this FoF.

Sahifund Assessment:
The fund management team combines debt stability + arbitrage execution + asset allocation experience, which aligns well with the scheme’s conservative objective.

❓ Should You Invest in This NFO?

Yes, if you:

Have a 1.5–3 year horizon
Want low credit risk and controlled volatility
Are allocating surplus funds or building a stable debt bucket

Avoid, if you:

Expect equity-like returns
Are aggressively positioning for rate-cut cycles
Prefer duration or credit-opportunity debt funds

Final Word:
This NFO works best as a defensive allocation tool, not a return accelerator.

⚠️ Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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