Description

Sundaram Mutual Fund launches Income Plus Arbitrage Active Fund of Funds (FOF) NFO on NSE MF Invest Platform, available for subscription from January 05-08, 2026.

Summary

National Stock Exchange announces the launch of Sundaram Income Plus Arbitrage Active Fund of Funds (FOF) NFO on NSE MF Invest Platform. The NFO will be available for subscription from January 05, 2026 to January 08, 2026 until 11:59 PM, with allotment scheduled for January 12, 2026.

Key Points

  • Six plan options available: Direct and Regular plans with Growth, IDCW Reinvestment, and IDCW Payout options
  • NFO subscription period: January 05-08, 2026 (until 11:59 PM)
  • Allotment date: January 12, 2026
  • All schemes categorized under Equity category
  • Unique ISINs assigned to each plan option

Scheme Details

Direct Plans:

  • Sundaram Income Plus Arbitrage Active FOF - Direct IDCW Reinvestment (INF903JA1MB6)
  • Sundaram Income Plus Arbitrage Active FOF - Direct IDCW Payout (INF903JA1MA8)
  • Sundaram Income Plus Arbitrage Active FOF - Direct Growth (INF903JA1LZ7)

Regular Plans:

  • Sundaram Income Plus Arbitrage Active FOF - Regular IDCW Reinvestment (INF903JA1ME0)
  • Sundaram Income Plus Arbitrage Active FOF - Regular IDCW Payout (INF903JA1MD2)
  • Sundaram Income Plus Arbitrage Active FOF - Regular Growth (INF903JA1MC4)

Compliance Requirements

  • Members must ensure clear funds through any payment mode are received in the designated Clearing Corporation account on or before January 12, 2026 at 11:59 PM
  • All six scheme options will be available for transaction on NSE MF Invest Platform during the NFO period

Important Dates

  • Circular Date: January 02, 2026
  • NFO Start Date: January 05, 2026
  • NFO End Date: January 08, 2026 (11:59 PM)
  • Payment Deadline: January 12, 2026 (11:59 PM)
  • Allotment Date: January 12, 2026

Impact Assessment

This is a routine NFO launch with minimal market impact. The circular provides operational information for NSE members facilitating mutual fund transactions. Investors seeking exposure to arbitrage strategies through a fund-of-funds structure will have access to this new offering from Sundaram Mutual Fund. The impact is limited to mutual fund distributors and interested retail/institutional investors.

Impact Justification

Routine NFO launch announcement for mutual fund scheme with limited market-wide impact, affecting only mutual fund distributors and investors