Sundaram Arbitrage Fund Direct Growth
Low To Moderate Risk
Hybrid
NAV as of Dec 31, 2021
₹10.81
-0.01%1D Change
Returns since inception
4.16%p.a.
Low To Moderate Risk
Hybrid
NAV as of Dec 31, 2021
₹10.81
-0.01%1D Change
Returns since inception
4.16%p.a.
Sundaram Arbitrage Fund Direct Growth
Low To Moderate Risk|Hybrid
NAV as of Dec 31, 2021
₹10.81
-0.01%1D
Returns since inception
4.16%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Profit₹0
Final Value₹0
Absolute returnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.24%
- Exit Load0.25% within 15 days
- AUM (Fund size)₹83.34 Crore
- Lock-in periodNo Lock-in
- Age5 yrs since Feb 04, 2020
- Min. investmentSIP ₹300 & Lump. ₹100
- RiskLow to Moderate
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Cash Offset For Derivatives | 68.97% |
| Margin Money For Derivatives | 24.57% |
| Future on Axis Bank Ltd | 7.28% |
| Axis Bank Ltd | 7.27% |
| Future on Reliance Industries Ltd | 6.15% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Equity Arbitrage Fu... | ₹ 60,373 Cr | ₹39.67 | -0.02% | Low |
| Aditya Birla Sun Life Arb... | ₹ 14,236 Cr | ₹28.35 | -0.03% | Low |
| DSP Arbitrage Fund Direct... | ₹ 2,486 Cr | ₹13.81 | 0.04% | Low |
| UTI Arbitrage Fund Direct... | ₹ 6,614 Cr | ₹36.93 | -0.02% | Low |
NAV History - Sundaram Arbitrage Fund Direct Plan - Growth
FUND | Sundaram Arbitrage Fund Direct Plan - Growth |
|---|---|
| NAV (Dec 31, 2021) | ₹10.81 |
| Class | Hybrid | Arbitrage |
| Inception Date | Feb 04, 2020 |
| Fund Manager | Dwijendra Srivastava, S. Bharath, Rohit Seksaria |
FUND | Sundaram Arbitrage Fund Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹100 |
| Exit Load | 0.25% within 15 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Arbitrage | 0% | 0.1% | 0.62% | 1.39% | 3.96% | null% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
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Lumpsum
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Amount
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Estimated value after 3 years
(as per historical returns)
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The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
