﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Sundaram Income Plus Arbitrage Active FoF</Fund_Name><Option_Names_Regular__Direct>Regular Plan and Direct Plan; Options: Growth, Monthly IDCW - Payout, IDCW - Reinvestment, IDCW - Transfer</Option_Names_Regular__Direct><Fund_Type>An open-ended fund of funds investing in units of debt oriented mutual fund schemes and arbitrage mutual fund schemes</Fund_Type><Riskometer_At_the_time_of_Launch>Moderate Risk</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Low to Moderate Risk</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Hybrid FoF</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>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.
No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company or by the Trustees.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Units of Liquid/Debt Oriented Mutual Fund Schemes: 35%-65%
Units of Arbitrage Mutual Fund Schemes: 35%-65%
Money Market Securities (including Tri Party Repo)#: 0%-5%</Stated_Asset_Allocation><Face_Value>Rs. 10/-</Face_Value><NFO_Open_Date>05 Jan 2026</NFO_Open_Date><NFO_Close_date>08 Jan 2026</NFO_Close_date><Allotment_Date>12 Jan 2026</Allotment_Date><Reopen_Date>19 Jan 2026</Reopen_Date><Maturity_Date_For_closedend_funds>NA</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>60% Nifty Short Duration Debt Index A-II + 40% Nifty 50 Arbitrage TRI</Benchmark_Tier_1><Benchmark_Tier_2>NA</Benchmark_Tier_2><Fund_Manager_Name>FM1- Mr. S. Bharath; FM2 - Mr. Sandeep Agarwal; FM3- Mr. Kumaresh Ramakrishnan</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Comanage</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>05-Jan-2026</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 0.59, Direct 0.34</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>NIL</Exit_Load_if_applicable><Custodian>HDFC Bank Limited, Mumbai</Custodian><Auditor>R.G.N.PRICE &amp;amp; CO</Auditor><Registrar>KFin Technologies Limited</Registrar><RTA_Code_To_be_phased_out>IP</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>INF903JA1LZ7	Sundaram Income Plus Arbitrage Active FoF Fund-Direct-Growth
INF903JA1MA8	Sundaram Income Plus Arbitrage Active FoF Fund-Direct-IDCW Payout
INF903JA1MB6	Sundaram Income Plus Arbitrage Active FoF Fund-Direct-IDCW Reinvestment
INF903JA1MC4	Sundaram Income Plus Arbitrage Active FoF Fund-Regular-Growth
INF903JA1MD2	Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
INF903JA1ME0	Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Reinvestment</ISINs><AMFI_Codes_To_be_phased_out>154123, 154124, 154128, 154127, 154125, 154126</AMFI_Codes_To_be_phased_out><SEBI_Codes>SUND/O/O/FOD/25/09/0056</SEBI_Codes><Minimum_Application_Amount>Regular Plan &amp;amp; Direct Plan Options: For first investment – Rs. 5000/- and multiples of Re.1/- thereafter</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>Rs.500</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>Regular &amp;amp; Direct Plan: Rs.500/- or 50 unit or account balance, whichever is lower.</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>50 unit</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>Not Applicable</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>Not Applicable</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Rs.9999999999</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>Rs. 5000/-</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>1 unit</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Rs.9999999999</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Enabled</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP: Weekly, Monthly &amp;amp; Quarterly; STP: Daily, Weekly, Monthly, Quarterly; SWP: Monthly; Quarterly, Half-Yearly and Annually</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP: Monthly: Rs.250/-, Weekly: Rs. 1000/-, Quarterly: Rs.750/-; STP: Monthly: Rs.250/-, Quarterly: Rs.750/-, Daily &amp;amp; Weekly: Rs.1000/-; SWP: Monthly &amp;amp;  Quarterly: Rs.500/-</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>Daily, Weekly, Monthly, Quarterly: 6 Instalments</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>Any Day (1st to 31st), Weekly (All Working days)</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>Rs.9999999999</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>