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Sundaram Arbitrage Fund

Sundaram Arbitrage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

Sundaram Arbitrage Fund performance graph for last 3 years
Performance of Sundaram Arbitrage Fund for last 3 Years

Fund Information

  • ₹ 10.655

    as on 03 Dec 2021
  • Regular - Growth

  • -

  • ₹ 100

  • ₹ 74 Cr.

    as on 03 Dec 2021
  • 0.93%

    since 31 May 2021
  • 05 Feb 2020

  • Hybrid - Arbitrage Fund

  • Nifty 50

  • Sundaram Mutual Fund

    Show All Funds

Highlights of this fund

Sundaram Arbitrage Fund is an Open-ended Hybrid Fund. The fund belongs to Arbitrage Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Feb 2020. This fund is offered by one of the top AMC (Assets Management Company) Sundaram Mutual Fund. You can also view here all other Hybrid funds offered by Sundaram Mutual Fund.

Latest NAV of the fund is ₹ 10.655 as on 03 Dec 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 0.93%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 100.

Fund Objective

to generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.

List of Fund Managers of Sundaram Arbitrage Fund

  • About Dwijendra Srivastava

    Picture of Dwijendra SrivastavaMr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
  • About S Bharath

    Picture of S BharathMr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
  • About Rohit Seksaria

    Picture of Rohit SeksariaMr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately Low Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.36% 1.06% 2.17% 4.20% 4.39% 4.89% 5.37% 6.92% 4.37% 3.99% 4.33% 4.91% 5.94%
Category Average 0.25% 0.66% 1.67% 3.53% 3.58% 4.45% 4.92% 6.62% 3.59% 3.48% 3.88% 4.47% 5.69%
Sundaram Arbitrage Fund 0.14%₹ 10,013 0.34%₹ 10,033 1.36%₹ 10,135 3.54%₹ 10,354 3.12%₹ 12,201 - - - - - - - -
Edelweiss Arbitrage Fund 0.31%₹ 10,031 0.85%₹ 10,085 1.97%₹ 10,197 4.06%₹ 10,405 4.04%₹ 12,260 4.19%₹ 10,856 3.91%₹ 24,984 4.89%₹ 11,542 4.32%₹ 38,449 5.33%₹ 12,971 4.90%₹ 67,929 - -
L&T Arbitrage Opportunities Fund 0.27%₹ 10,027 0.68%₹ 10,068 1.77%₹ 10,176 3.92%₹ 10,391 3.76%₹ 12,242 4.26%₹ 10,871 3.88%₹ 24,976 4.87%₹ 11,534 4.32%₹ 38,453 5.29%₹ 12,941 4.89%₹ 67,908 - -
UTI Arbitrage Fund 0.30%₹ 10,030 0.77%₹ 10,077 1.94%₹ 10,194 4.11%₹ 10,411 4.04%₹ 12,260 4.14%₹ 10,845 3.95%₹ 24,993 4.86%₹ 11,532 4.31%₹ 38,445 5.30%₹ 12,947 4.89%₹ 67,909 6.51%₹ 18,797 5.78%₹ 1,61,455
BNP Paribas Arbitrage Fund 0.26%₹ 10,026 0.73%₹ 10,072 1.79%₹ 10,179 3.94%₹ 10,393 3.80%₹ 12,244 4.16%₹ 10,850 3.82%₹ 24,960 4.86%₹ 11,531 4.27%₹ 38,421 - - - -
Kotak Equity Arbitrage Fund 0.29%₹ 10,029 0.82%₹ 10,081 1.96%₹ 10,196 4.19%₹ 10,418 4.09%₹ 12,263 4.17%₹ 10,851 3.99%₹ 25,003 4.84%₹ 11,526 4.33%₹ 38,455 5.33%₹ 12,970 4.91%₹ 67,946 6.85%₹ 19,414 5.94%₹ 1,62,813

Portfolio Holdings

Portfolio holdings pattern of Sundaram Arbitrage Fund as on 07 Dec 2021 are listed below:

  • Equity Holdings:

    69.99%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    30.02%

Top Sector Holdings of Sundaram Arbitrage Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.00% ₹ 14.17 Cr.
NBFC 9.39% ₹ 7.98 Cr.
Refineries/Marketing 6.34% ₹ 7.18 Cr.
Steel 6.00% ₹ 5.10 Cr.
Diversified 3.47% ₹ 2.94 Cr.
Others 60.80% -

Top Stock Holdings of Sundaram Arbitrage Fund

Name of StocksHolding PercentageHolding Values in Crore
Axis Bank Ltd. 6.60% ₹ 5.61 Cr.
Reliance Industries Ltd. 6.34% ₹ 5.39 Cr.
Jindal Steel & Power Ltd. 4.42% ₹ 3.76 Cr.
State Bank Of India 3.55% ₹ 3.01 Cr.
Hindustan Unilever Ltd. 3.47% ₹ 2.94 Cr.
Others 75.62% -

Other Holdings

Holding TypeHolding Percentage
Margin 23.95%
TREPS 5.49%
MF Units 2.42%
Reverse Repo 2.16%
Net Receivables -4.00%