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Sundaram Arbitrage Fund Direct Growth

Growth
15.220.06% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Hybrid

Arbitrage Fund

Small-size Fund

Assets Under Mgmt: ₹ 299 Cr

Low Risk

Principle investment will be at low risk

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Hybrid

Arbitrage Fund

Small-size Fund

Assets Under Mgmt: ₹ 299 Cr

Low Risk

Principle investment will be at low risk

Sundaram Arbitrage Fund Performance & Key Metrics

Sundaram Arbitrage Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.1725.013.66
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.6835.053.12

Sundaram Arbitrage Fund Scheme InfoSundaram Arbitrage Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.25%
Nil upto 25% of units and 0.25% for remaining units on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty 50 Arbitrage - TRI

About Arbitrage Fund

About Arbitrage Fund

Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.

Sundaram Arbitrage Fund Peers

Sundaram Arbitrage Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridArbitrage Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Arbitrage Fund7.66%7.24%4.69%
Kotak Equity Arbitrage Fund7.78%7.72%7.13%
SBI Arbitrage Opportunities Fund7.63%7.59%6.87%
ICICI Pru Equity-Arbitrage Fund7.71%7.53%7.07%

Sundaram Arbitrage Fund Returns Comparison

Compare Sundaram Arbitrage Fund with any MF, ETF, stock or index
Compare Sundaram Arbitrage Fund with any MF, ETF, stock or index
Sundaram Arbitrage Fund
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Sundaram Arbitrage Fund Portfolio

Sundaram Arbitrage Fund Asset Allocation

Sundaram Arbitrage Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
+1 moreGovernment SecuritiesTreasury BillsCash & EquivalentsMutual FundsEquity0.00%3.45%6.51%8.28%13.72%68.05%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Arbitrage Fund Sector Distribution

Sundaram Arbitrage Fund Sector Distribution

+21 moreMiscellaneousOil & Gas - Refining & MarketingG-SecOthersPrivate Banks42.36 %7.72 %9.11 %9.96 %14.27 %16.58 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Sundaram Arbitrage Fund Sector Weightage

Sundaram Arbitrage Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2514.23%9.15%10.41%10.52%13.34%16.58%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Sundaram Arbitrage Fund Current Holdings

Sundaram Arbitrage Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Sundaram Arbitrage Fund

AMC Profile of Sundaram Arbitrage Fund

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    39

  • Total AUM

    ₹ 70,319.06 Cr.

Sundaram Arbitrage Fund Manager Details

Sundaram Arbitrage Fund Manager Details

Sundaram Arbitrage Fund Manager Profile

Sundaram Arbitrage Fund Manager Profile

Rohit Seksaria

AUM:  ₹15,995.98 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ashish Aggarwal

AUM:  ₹8,828.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Dwijendra Srivastava

AUM:  ₹28,332.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Sundaram Arbitrage Fund Manager Performance (0)

Sundaram Arbitrage Fund Manager Performance (0)

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Sundaram Arbitrage Fund Tax Implications

Sundaram Arbitrage Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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-

You make

Sundaram Arbitrage Fund Review & Opinions

Sundaram Arbitrage Fund Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Sundaram Arbitrage Fund?

    The current NAV of Sundaram Arbitrage Fund is ₹15.22, as of 20th June 2025.

  2. What are the returns of Sundaram Arbitrage Fund?

    The Sundaram Arbitrage Fund was launched on 21st April 2016. This mutual fund's past returns are as follows:
    • 1 Year Returns: 7.66%
    • 3 Year Returns: 7.24%
    • 5 Year Returns: 5.38%

  3. What are the top 5 sectoral holdings of Sundaram Arbitrage Fund?

    The top sectors Sundaram Arbitrage Fund has invested in are as follows:
    • Private Banks | 16.58%
    • Others | 14.27%
    • G-Sec | 9.96%
    • Oil & Gas - Refining & Marketing | 9.11%
    • Miscellaneous | 7.72%
    This data is as on 20th June 2025.

  4. What are the top 5 holdings of Sundaram Arbitrage Fund?

    The top 5 holdings for Sundaram Arbitrage Fund are as follows:
    • Reliance Industries Ltd | 9.02%
    • Sundaram Money Market Fund-Direct Plan - Growth* | 8.62%
    • TREPS | 7.72%
    • ICICI Bank Ltd | 7.51%
    • ITC Ltd | 6.53%
    This data is as on 20th June 2025.

  5. What is the asset allocation of Sundaram Arbitrage Fund?

    The asset allocation for Sundaram Arbitrage Fund is as follows:
    • Equity | 68.05%
    • Mutual Funds | 13.72%
    • Cash & Equivalents | 8.28%
    • Treasury Bills | 6.51%
    • Government Securities | 3.45%
    This data is as on 20th June 2025.

  6. What is the AUM of Sundaram Arbitrage Fund?

    The AUM (i.e. assets under management) of Sundaram Arbitrage Fund is ₹299.25 Cr as of 20th June 2025.

  7. What is the expense ratio of Sundaram Arbitrage Fund?

    The expense ratio of Sundaram Arbitrage Fund Plan is 0.17 as of 20th June 2025.

  8. What is the volatility or standard deviation of Sundaram Arbitrage Fund?

    The volatility or standard deviation for the Sundaram Arbitrage Fund is 0.91

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of Sundaram Arbitrage Fund?

    The Sharpe ratio for the Sundaram Arbitrage Fund is 3.66

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of Sundaram Arbitrage Fund?

    The Sortino Ratio for the Sundaram Arbitrage Fund is 0.54

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  11. What is the Price to Earnings (PE) ratio of Sundaram Arbitrage Fund?

    The PE ratio of Sundaram Arbitrage Fund is 25.01, while category PE ratio is 35.05.