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Sundaram Arbitrage Fund - Direct Plan - Growth
Direct
Growth
3 yr CAGR
+2.74%
Direct
Growth
3 yr CAGR
+2.74%
Fund overview
Net Asset Value
₹12.1567
AUM (Fund size)
55.15 Crore
Lock-in period
No Lock-in
Exit Load
0.25% in 15 days
Expense ratio
0.29%
Risk
Low to Moderate
Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
1.89 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 68.62% |
| Sundaram Liquid Dir Gr | 11.06% |
| Future on Bajaj Finance Ltd | 10.14% |
| Bajaj Finance Ltd | 10.1% |
| 182 Dtb 01122022 | 8.94% |
| 364 Dtb 12012023 | 8.88% |
| Future on HDFC Bank Ltd | 8.63% |
| HDFC Bank Ltd | 8.6% |
| Future on Adani Ports & Special Economic Zone Ltd | 7.67% |
| Adani Ports & Special Economic Zone Ltd | 7.63% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 16.53 | 4.76% | Low Risk | |
| 29.18 | 4.34% | Low Risk | |
| 16.85 | 4.94% | Low Risk | |
| 32.39 | 4.79% | Low Risk | |
| 23.32 | 4.78% | Low Risk | |
| 29.91 | 4.59% | Low Risk | |
| 23.23 | 4.66% | Low Risk | |
| 30.32 | 4.63% | Low Risk | |
| 16.58 | 4.76% | Low Risk | |
| 12.73 | 4.42% | Low Risk |
About Sundaram Asset Management Company Ltd
Sundaram Mutual Fund was started in 1996. It is a fully owned subsidiary of one of Indía's oldest NBFCs - Sundaram Finance Limited.
Managers | Dwijendra Srivastava, Rohit Seksaria, Ashish Aggarwal |
Custodians | SBI-SG Global Securities Services Private Limited |
Address | Principal Pnb Asset Management Co. Pvt. Ltd. Exchange Plaza, Ground Floor, B Wing, |
Fax Nos. | +91 22 67720512 |
Telephone Nos. | +91 22 67720555 |
Homepage | www.principalindia.com |
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Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
1.89 Lakhs ₹
Min investment of ₹500 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
