{"id":253172,"date":"2026-09-17T14:19:43","date_gmt":"2026-09-17T08:49:43","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/"},"modified":"2026-09-17T14:19:43","modified_gmt":"2026-09-17T08:49:43","slug":"sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/","title":{"rendered":"Sundaram Income Plus Arbitrage Active FoF Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-income-plus-arbitrage-active-fof-g-direct-plan\">Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan<\/a> is at \u20b910.4007 as of 16 September 2026, with scheme AUM of \u20b970 Cr. Its 1-year, 3-year and 5-year returns are 0%, 0%, and 0%, and the risk category is Balanced Risk. Our view is that the fund currently suits investors who want a stability-oriented allocation mix rather than a return record that is already established, because the scheme was launched only on 12 Jan 2026.<\/p>\n<p>The benchmark is Nifty 50, but the fund\u2019s recent movement has been steadier than the index, which has been weaker over the same windows. That makes this a fund to understand as a short-history, diversified FoF built around arbitrage, short-duration debt, and cash-like exposure, rather than as a fund with a long live performance track record.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Sundaram_Income_Plus_Arbitrage_Active_FoF\" title=\"Should you BUY or HOLD Sundaram Income Plus Arbitrage Active FoF?\">Should you BUY or HOLD Sundaram Income Plus Arbitrage Active FoF?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#What_is_the_current_NAV_of_Sundaram_Income_Plus_Arbitrage_Active_FoF_Direct_Growth_Plan\" title=\"What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan?\">What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#How_has_the_fund_performed_against_the_benchmark\" title=\"How has the fund performed against the benchmark?\">How has the fund performed against the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#What_are_the_risk_label_fund_managers_and_exit_load\" title=\"What are the risk label, fund managers and exit load?\">What are the risk label, fund managers and exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-income-plus-arbitrage-active-fof-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.4007 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b970 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>12 Jan 2026<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9250<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Balanced Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by S. Bharath, Sandeep Agarwal, and Kumaresh Ramakrishnan.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.23%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.37%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>0%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The short-window picture is better than the benchmark. Over 1 month and 3 months, the fund stayed slightly positive while the Nifty 50 was negative, so the scheme has held up more steadily in a weak market patch. That is consistent with its structure, which leans heavily into arbitrage and debt-oriented holdings rather than pure equity exposure.<\/p>\n<p>The live history is very short because the scheme launched in January 2026, so there is not yet a meaningful long cycle to judge. The reported 1-year return is 0%, which simply reflects the absence of a long performance history rather than a mature track record. For now, the main read-through is defensive behaviour, not compounding depth.<\/p>\n<p>In our view, the contrast between the fund and the benchmark is important. The benchmark has been softer across the same short windows, while the fund has remained close to flat-to-slightly positive. That points to lower day-to-day sensitivity, but it does not yet tell us how the portfolio will behave through a full market cycle.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Sundaram_Income_Plus_Arbitrage_Active_FoF\"><\/span>Should you BUY or HOLD Sundaram Income Plus Arbitrage Active FoF?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Sundaram Income Plus Arbitrage Active FoF? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-income-plus-arbitrage-active-fof-g-direct-plan\">Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan<\/a><\/td>\n<td>0%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-gold-and-silver-passive-fof-g-direct-plan\">Axis Gold and Silver Passive FoF Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-gold-etf-fof-g-direct-plan\">HSBC Gold ETF FOF Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bandhan-silver-etf-fof-g-direct-plan\">Bandhan Silver ETF FOF Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/the-wealth-company-gold-etf-fof-g-direct-plan\">The Wealth Company Gold ETF FOF Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mirae-asset-bse-midcap-150-momentum-30-etf-fof-g-direct-plan\">Mirae Asset BSE Midcap 150 Momentum 30 ETF FOF Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The current fund\u2019s short-term return profile is steadier than the benchmark, but the peer set does not provide usable return histories for comparison. That means the most important comparison point here is not a peer ladder, but the fund\u2019s own pattern of modest stability in weak markets. On the limited figures available, the scheme has looked more defensive than the benchmark, while its longer-term return record remains too short to judge.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Sundaram Arbitrage Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>22.96%<\/td>\n<\/tr>\n<tr>\n<td>Nippon India Corporate Bond Fund &#8211; Direct Plan Growth Plan<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>14.24%<\/td>\n<\/tr>\n<tr>\n<td>Sundaram Short Duration Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>12.58%<\/td>\n<\/tr>\n<tr>\n<td>Sundaram Money Market Fund-Direct Plan &#8211; Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>10.73%<\/td>\n<\/tr>\n<tr>\n<td>Bandhan Short Duration Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>10.18%<\/td>\n<\/tr>\n<tr>\n<td>Axis Corporate Bond Fund &#8211; Direct Plan &#8211; Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>9.96%<\/td>\n<\/tr>\n<tr>\n<td>Invesco India Arbitrage Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>7.37%<\/td>\n<\/tr>\n<tr>\n<td>Tata Arbitrage Fund &#8211; Direct Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>6.66%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &#038; Cash Equivalents and Net Assets<\/td>\n<td>3.53%<\/td>\n<\/tr>\n<tr>\n<td>Bandhan Dynamic Bond Fund &#8211; Direct Plan &#8211; Growth<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>1.4%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Sundaram Arbitrage Fund &#8211; Direct Growth at 22.96%, which is a meaningful single position but not an outsized one for a fund-of-funds structure. Weight then declines fairly steadily into the mid-teens, low teens, and high single digits, so the portfolio does not rely on just one or two positions.<\/p>\n<p>The tenth disclosed holding still carries 1.4%, which tells us the allocation stretches beyond the top few names. At the same time, the top 10 holdings together account for approximately 99.61% of the portfolio, so the disclosed book is highly concentrated within the set of holdings shown and leaves little visible room for a broad tail.<\/p>\n<p>Because the table includes 10 disclosed holdings and the combined weight is so high, each of the larger positions is likely to have greater influence on the fund\u2019s behaviour. That may help explain why the scheme can track more steadily than a pure equity benchmark, while still retaining some movement from its underlying fund mix.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with a Balanced Risk profile and want a portfolio that has, so far, behaved more steadily than the benchmark in short, weak market windows. The main limitation is that the scheme is very new, so the 1-year, 3-year and 5-year history does not yet give a full cycle view. That makes it more suitable for investors with a moderate horizon and a preference for a diversified, stability-oriented allocation rather than for someone seeking an established long-term return record.<\/p>\n<p>The trade-off is clear: the mix may reduce day-to-day volatility, but it also leaves the long-term compounding story largely unproven at this stage.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Sundaram_Income_Plus_Arbitrage_Active_FoF_Direct_Growth_Plan\"><\/span>What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.4007 as of 16 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year, 3-year and 5-year returns are 0%, 0% and 0%. The scheme launched on 12 Jan 2026, so the longer figures do not yet reflect a mature track record.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_the_benchmark\"><\/span>How has the fund performed against the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has been steadier than the Nifty 50 in the short windows available. The fund is slightly positive over 1 month and 3 months, while the benchmark is negative in both periods.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The peer table does not provide usable return histories for the peer funds, so a direct return-based comparison is not possible. The current fund\u2019s short-term figures remain the main comparison point.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9250.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_risk_label_fund_managers_and_exit_load\"><\/span>What are the risk label, fund managers and exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The risk category is Balanced Risk. The fund is managed by S. Bharath, Sandeep Agarwal and Kumaresh Ramakrishnan, and there is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This is a newly launched fund with a very short live history, so its longer-term return story is not yet developed. What it does show so far is steadier short-term behaviour than the benchmark, alongside a portfolio built mainly from arbitrage, short-duration debt and money-market style exposures. The peer set does not add a useful return comparison because the listed peer figures are unavailable. That leaves the fund best suited to investors who want a Balanced Risk allocation and can accept that the compounding record is still in its early stage.<\/p>\n<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 2:18 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan\",\"identifier\":\"sundaram-income-plus-arbitrage-active-fof-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"12 Jan 2026\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.4007,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"70 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"S. Bharath, Sandeep Agarwal, Kumaresh Ramakrishnan\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.4007 as of 16 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year, 3-year and 5-year returns are 0%, 0% and 0%. The scheme launched on 12 Jan 2026, so the longer figures do not yet reflect a mature track record.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has been steadier than the Nifty 50 in the short windows available. The fund is slightly positive over 1 month and 3 months, while the benchmark is negative in both periods.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The peer table does not provide usable return histories for the peer funds, so a direct return-based comparison is not possible. The current fund\u2019s short-term figures remain the main comparison point.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9250.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk label, fund managers and exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The risk category is Balanced Risk. The fund is managed by S. Bharath, Sandeep Agarwal and Kumaresh Ramakrishnan, and there is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan is at \u20b910.4007 as of 16 September 2026, with \u20b970 Cr AUM and Balanced Risk. Short-term returns are steadier than Nifty 50, but the fund\u2019s live history is still very short.<\/p>\n","protected":false},"author":38,"featured_media":253165,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253172","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253165"],"rank_math_title":["Sundaram Income Plus Arbitrage FoF Review 2026"],"rank_math_description":["Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan NAV is \u20b910.4007 as of 16 Sep 2026. Returns are 0%, 0% and 0%."],"rank_math_focus_keyword":["Sundaram Income Plus Arbitrage Active FoF Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Sundaram_Income_Plus_Arbitrage_Active_FoF_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253172","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=253172"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253172\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/253165"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=253172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=253172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=253172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}