NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.10
-0.01%
NAV as on 01 Apr 26, 12:00 AM
moderate risk
income plus arbitrage
hybrid
NAV as on 01 Apr 26, 12:00 AM
moderate risk
income plus arbitrage
hybrid
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.97%p.a.
Since Inception
About Sundaram Income Plus Arbitrage Active FoF -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Income Plus Arbitrage Active FoF -Growth scheme from Sundaram Asset Management Company Limited. It is a Income plus Arbitrage mutual fund scheme that predominantly invests in Income plus Arbitrage stocks of companies. Launched on Jan 2026, Sundaram Income Plus Arbitrage Active FoF -Growth is Income plus Arbitrage fund of its category with 76.17 Cr fund under management as on Apr 2026. The expense ratio of this fund is less than that of most other Fund category Income plus Arbitrage funds.
- Sundaram Income Plus Arbitrage Active FoF -Growth delivered 0.0% annual returns during the last year. It has delivered 1.0% average annual returns since the fund was launched.
- Sundaram Income Plus Arbitrage Active FoF -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid
Fund 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.
Top 10 Holdings
Axis Treasury Advantage Fund Direct-Growth
6.67%
ICICI Prudential Short-term Direct Plan-Growth
6.62%
HDFC Short Term Opportunities Direct Plan-Growth
6.62%
Invesco India Arbitrage Fund Direct-Growth
6.65%
Principal Short Term Income Fund Direct-Growth
21.16%
Edelweiss Arbitrage Fund Direct-Growth
10.55%
Repo
0.35%
Cash/Net Current Assets
5.93%
Principal Arbitrage Fund Direct-Growth
19.86%
Sundaram Money Market Fund Direct - Growth
2.70%
Fund Managers
- Kumaresh Ramakrishnan (Jan 2026 - Present)
- Bharath S. (Jan 2026 - Present)
- Sandeep Agarwal (Jan 2026 - Present)
Key Information
View Scheme Document
Sundaram Income Plus Arbitrage Active FoF -Growth SIP Calculator
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NRI Mutual Fund Tax on Sundaram Income Plus Arbitrage Active FoF -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Income Plus Arbitrage Active FoF -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Income Plus Arbitrage Active FoF -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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