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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.27 | 28.26 | 3.58 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 32.17 | 3.52 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
— |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Arbitrage Fund(M-IDCW) | 7.88% | 6.35% | 2.75% |
Kotak Equity Arbitrage Fund(M-IDCW Payout) | 0.04% | 0.00% | 0.41% |
SBI Arbitrage Opportunities Fund(IDCW-Payout) | 8.23% | 6.97% | 3.72% |
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.49% | 3.01% | 2.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
8.59 %
Holdings
6.76 %
Holdings
5.44 %
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
40
Total AUM
₹ 68,220.08 Cr.
Rohit Seksaria
AUM: ₹15,710.01 Cr.
|
Exp: —
Ashish Aggarwal
AUM: ₹10,600.81 Cr.
|
Exp: 12yrs
Dwijendra Srivastava
AUM: ₹25,782.30 Cr.
|
Exp: 13.2yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%