Sundaram Income Plus Arbitrage Active FoF Fund
FoF Domestic · Sundaram Asset Management Company Ltd
Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹99,830. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Sundaram Income Plus Arbitrage Active FoF Fund is a FoF Domestic fund from Sundaram Asset Management Company Ltd. It has a track record of about 0.7 years. The current NAV is ₹10.4 (as of 2026-09-16).
Growth of ₹100 - last 1 years
Sundaram Income Plus Arbitrage Active FoF Fund returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | 0.14% | -1.68% |
| 3 months | 1.41% | -0.37% |
| 6 months | 2.94% | 2.56% |
Year-by-year returns
Not enough history for a calendar-year breakdown.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -0.17% | -18.66% |
| Volatility (1Y) | 1.08% | 23.47% |
The worst peak-to-bottom fall Sundaram Income Plus Arbitrage Active FoF Fund has ever put investors through is -0.17% - the real test of whether you'd have stayed invested.
How Sundaram Income Plus Arbitrage Active FoF Fund behaves when markets fall
Its deepest fall on record is -0.17%. Right now it sits about 0.17% below its all-time high (last hit 2026-09-10). The real question isn't the average year - it's whether you could hold on through the worst one.
How Sundaram Income Plus Arbitrage Active FoF Fund ranks in its category
Percentile versus its ~470 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
Rolling-return data isn't available for this fund yet.
Who manages Sundaram Income Plus Arbitrage Active FoF Fund - and how good are they?
Sundaram Income Plus Arbitrage Active FoF Fund is managed by Kumaresh Ramakrishnan, S. Bharath and Sandeep Agarwal. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Kumaresh Ramakrishnan's full record
Kumaresh Ramakrishnan currently runs 10 funds, across Aggressive Hybrid Fund, Arbitrage Fund, Corporate Bond Fund, FoF Domestic and more, with about ₹20,113 Cr under management. The book's average King Score is 78.3/100. Their strongest fund by King Score is Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) (94/100).
Tap any column heading to sort.
S. Bharath's full record
S. Bharath currently runs 6 funds, across Aggressive Hybrid Fund, Flexi Cap Fund, FoF Domestic, Mid Cap Fund and more, with about ₹26,577 Cr under management. The book's average King Score is 55.8/100. Their strongest fund by King Score is Sundaram Mid Cap Fund (74/100).
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Mid Cap Fund | 54 | 74 | 0.4% | 10.7% | 4.8% | 17.3% | 15.9% | 14.5% | 0.64 | 20.8% | -44.3% |
| 2 | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) | 56 | 64 | 0.3% | 3.1% | -1.5% | 8.5% | n/a | n/a | 0.19 | 13.6% | -13.1% |
| 3 | Sundaram Flexicap Fund | 14 | 49 | -2.1% | 1.2% | -5.8% | 7.5% | n/a | n/a | 0.08 | 15.9% | -15.7% |
| 4 | Sundaram Value Fund | 23 | 36 | -1.9% | -0.2% | -7.2% | 5.5% | 7.2% | 9.9% | -0.06 | 14.0% | -41.3% |
| 5 | Sundaram Multi-Factor Fund | 10 | n/a | -2.9% | -0.6% | -4.9% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 6 | Sundaram Income Plus Arbitrage Active FoF Fund | n/a | n/a | 1.4% | 2.9% | n/a | n/a | n/a | n/a | n/a | n/a | -0.2% |
Sandeep Agarwal's full record
Sandeep Agarwal currently runs 12 funds, across Corporate Bond Fund, Flexi Cap Fund, FoF Domestic, Liquid Fund and more, with about ₹16,803 Cr under management. The book's average King Score is 71.7/100. Their strongest fund by King Score is Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) (94/100).
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) | 99 | 94 | 1.7% | 3.5% | 6.7% | 7.0% | n/a | n/a | 1.41 | 7.0% | -0.0% |
| 2 | Sundaram Ultra Short Duration Fund (Formerly Known as Principal Ultra Short Term Fund) | 89 | 90 | 1.9% | 3.6% | 6.7% | 7.3% | n/a | n/a | 1.5 | 7.3% | -0.2% |
| 3 | Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) | 82 | 89 | 1.7% | 3.3% | 6.2% | 7.3% | n/a | n/a | 1.37 | 7.5% | -0.2% |
| 4 | Sundaram Money Market Fund | 92 | 81 | 2.0% | 3.5% | 6.6% | 7.3% | 6.5% | n/a | 1.38 | 5.6% | -0.7% |
| 5 | Sundaram Overnight Fund | 81 | 80 | 1.3% | 2.6% | 5.3% | 6.1% | 5.7% | n/a | -1.74 | 5.3% | 0.0% |
| 6 | Sundaram Corporate Bond Fund | 70 | 65 | 1.2% | 2.7% | 5.0% | 7.1% | 6.0% | 7.0% | 0.48 | 7.7% | -11.0% |
| 7 | Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) | 46 | 61 | 0.7% | 1.7% | 3.8% | 6.0% | 4.8% | 5.8% | -0.39 | 6.9% | -8.0% |
| 8 | Sundaram Flexicap Fund | 14 | 49 | -2.1% | 1.2% | -5.8% | 7.5% | n/a | n/a | 0.08 | 15.9% | -15.7% |
| 9 | Sundaram Value Fund | 23 | 36 | -1.9% | -0.2% | -7.2% | 5.5% | 7.2% | 9.9% | -0.06 | 14.0% | -41.3% |
| 10 | Sundaram Business Cycle Fund | 77 | n/a | 5.8% | 19.2% | 2.3% | n/a | n/a | n/a | 0.01 | n/a | -19.5% |
| 11 | Sundaram Multi-Factor Fund | 10 | n/a | -2.9% | -0.6% | -4.9% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 12 | Sundaram Income Plus Arbitrage Active FoF Fund | n/a | n/a | 1.4% | 2.9% | n/a | n/a | n/a | n/a | n/a | n/a | -0.2% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.33% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹5000 |
| Fund size (AUM) | ₹67 Cr |
| Age | 0.7 years |
| Plan / Option | Direct · Growth |
How Sundaram Income Plus Arbitrage Active FoF Fund compares to peers
| Fund | RS | King | 3Y CAGR |
|---|---|---|---|
| UTI Gold ETF Fund of Fund | 88 | 82 | 36.0% |
| Motilal Oswal Gold and Silver Passive Fund of Funds(Direct ) | 88 | 78 | 37.9% |
| LIC MF Gold ETF Fund of Fund | 74 | 78 | 35.5% |
| Edelweiss Gold and Silver ETF FOF | 88 | 77 | 40.5% |
| Nippon India Multi - Asset Omni FoF | 63 | 76 | 15.7% |
| Axis Silver Fund of Fund | 94 | 73 | 45.3% |
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Sundaram Income Plus Arbitrage Active FoF Fund review: the bottom line
Related
Frequently asked questions
Is Sundaram Income Plus Arbitrage Active FoF Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Sundaram Income Plus Arbitrage Active FoF Fund scores within its category, and its worst drawdown was -0.17%. Compare those against your needs and the peer table above.
What is the NAV of Sundaram Income Plus Arbitrage Active FoF Fund today?
The latest NAV is ₹10.4 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Sundaram Income Plus Arbitrage Active FoF Fund?
The Direct-plan expense ratio is 0.33% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Sundaram Income Plus Arbitrage Active FoF Fund?
Sundaram Income Plus Arbitrage Active FoF Fund is managed by Kumaresh Ramakrishnan; S. Bharath; Sandeep Agarwal.
Is Sundaram Income Plus Arbitrage Active FoF Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -0.17% - ₹1 lakh briefly becoming about ₹99,830. As a index & fof, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Sundaram Income Plus Arbitrage Active FoF Fund tax-efficient / what about capital gains?
As a index & fof, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Sundaram Income Plus Arbitrage Active FoF Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.