The current NAV of Sundaram Arbitrage Fund(M-IDCW) is ₹13.76, as of 2nd March 2026.

The Sundaram Arbitrage Fund(M-IDCW) was launched on 21st April 2016. This mutual fund's past returns are as follows:

• 1 Year Returns: 7.08%
• 3 Year Returns: 7.46%
• 5 Year Returns: 6.05%

The top sectors Sundaram Arbitrage Fund(M-IDCW) has invested in are as follows:

• Others | 18.01%
• Private Banks | 17.09%
• Specialized Finance | 9.08%
• Oil & Gas - Refining & Marketing | 7.34%
• G-Sec | 7.06%

This data is as on 2nd March 2026.

The top 5 holdings for Sundaram Arbitrage Fund(M-IDCW) are as follows:

• Sundaram Liquid Fund - Direct Growth* | 8.29%
• Sundaram Money Market Fund-Direct Plan - Growth* | 7.41%
• Reliance Industries Ltd | 7.34%
• ICICI Bank Ltd | 6.69%
• NHPC Ltd | 4.31%

This data is as on 2nd March 2026.

The asset allocation for Sundaram Arbitrage Fund(M-IDCW) is as follows:

• Equity | 69.77%
• Mutual Funds | 15.70%
• Commercial Paper | 6.80%
• Treasury Bills | 4.18%
• Government Securities | 2.88%

This data is as on 2nd March 2026.

The AUM (i.e. assets under management) of Sundaram Arbitrage Fund(M-IDCW) is ₹354.54 Cr as of 2nd March 2026.

The expense ratio of Sundaram Arbitrage Fund(M-IDCW) Plan is 0.28 as of 2nd March 2026.

The volatility or standard deviation for the Sundaram Arbitrage Fund(M-IDCW) is 0.82

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.

The Sharpe ratio for the Sundaram Arbitrage Fund(M-IDCW) is 3.37

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.

The Sortino Ratio for the Sundaram Arbitrage Fund(M-IDCW) is 0.47

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.

The PE ratio of Sundaram Arbitrage Fund(M-IDCW) is 18.39, while category PE ratio is 23.88.