Pay ₹0 for 75 days of Genius, On India's 75 years of Independence by signing up within 75 hours
Download Mobile Apps

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:


NAV as of ( Sep 09, 2022 )

12.45 0.0 % 1-D Change

3.44% p.a.

You get upto 0.73% extra returns

ET Money's Fund Report Card - Sundaram Arbitrage Fund

ET Money Rank


Out of 17

Performance Quality info

Poor drop-arrow

Generated returns consistently


Increased returns for each unit of additional risk info


Downside Protection info

Good drop-arrow

Controlled losses during market corrections


Delivered returns without frequent ups and downs


Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
Show performance of:

Scheme Details

ET Money Rank 16 Out of 17
VRO Rating 1
Expense ratio 0.29%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 63 Crs
Lock-in No Lockin
Age 6 yrs 5 m Since Mar 28, 2016
Benchmark Nifty 50 Arbitrage
Min. Investment

SIP 500  &

Lumpsum 5000

About Sundaram Arbitrage Fund

Sundaram Arbitrage Fund Direct-Growth is a Arbitrage mutual fund scheme from Sundaram Mutual Fund . This fund has been in existence for 6 yrs 5 m, having been launched on 28/03/2016. Sundaram Arbitrage Fund Direct-Growth has ₹63 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.29%, which is close to what most other Arbitrage funds charge. Currently, the fund has a -0.31% allocation to equity and 24.42% to Debt.
  • Sundaram Arbitrage Fund Direct-Growth returns of last 1-year are 2.83%. Since launch, it has delivered 3.92% average annual returns.
  • Sundaram Arbitrage Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
  • The fund's equity portion is primarily invested in Financial, Services, Automobile, Technology, Healthcare sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in Reserve Bank of India, Bajaj Finance Ltd., HDFC Bank Ltd., Principal Cash Management Fund -Direct Plan- Growth Option, Axis Bank Ltd..
Find your investor personality!

Answer a few simple questions and understand why you take the financial decisions you do.

Investment Returns Calculator

of for

You would have earned ₹ 1,001 more by investing in ET Money Direct Plan

Total value Profit
This fund
Category Average
Bank FD

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Jul 31, 2022
Allocation by Market Cap

Large Cap -0.27%

Mid Cap -0.03%

Small Cap -0%

Other Cap -0%

Allocation by Sector

Financial 33.17%

Services 10.9%

Automobile 10.64%

Technology 4.22%

Top Debt Holdings

Reserve Bank of India 15.54%

Allocation by Credit Quality

Cash 72.68%

SOV 16.17%

A1+ 8.04%

Cash & Call Money 3.2%

Allocation by Instruments

Cash Margin 72.68%

Treasury Bills 15.54%

Mutual Fund 9.65%

Cash/Net Current Assets 1.85%

Other Holdings

Principal Cash Management Fund -Direct Plan- Growth Option 9.65%

Others 1.85%

Comparison with arbitrage Funds

as on Sep 12, 2022
0.35 % p.a
This fund


Pick time period to see return
  • 1m
  • 3m
  • 6m
  • 1y
  • 3y
  • 5y

Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 0.35% 0.37% 13 / 17
3 months 0.88% 0.93% 13 / 17
6 months 1.88% 2.02% 15 / 17
1 year 2.94% 4% 17 / 17
3 years 2.94% 4.52% 16 / 16
5 years 2.73% 5.32% 14 / 14


Level of Risk in the Scheme


Sorry! Our analysts are busy working on analysing a risk rating for this scheme. Please bear with us in the meantime.

Sundaram Arbitrage Fund


The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

  • Std. Dev : 0.71
  • Alpha : 0.51
  • Beta : 0.2
  • Sharpe : 0.45
  • Sortino : 0.79
  • Profile

    Dwijendra Srivastava

    Mr. 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.

  • Profile

    Rohit Seksaria

    Mr. 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.

  • Profile

    Ashish Aggarwal

    Mr. Aggarwal has done BE, PGPM

    Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.

Sundaram Mutual Fund

Sundaram Mutual Fund



See all schemes


₹39,954 Crs

As on Jun 30, 2022

  • Phone: 1860-425-7237
  • Address: Sundaram Towers, 2nd Floor,
    46, Whites Road,
    Chennai, 600014

Compare with similar Funds

Hide comparison

Frequently asked questions

How are the returns of Sundaram Arbitrage Fund ?

The Sundaram Arbitrage Fund is a 6 yrs 5 m old fund and has delivered average annual returns of 3.44% since inception.

Sundaram Arbitrage Fund Returns

1-Year 3-Year 5-Year Since Inception
2.94% 2.94% 2.73% 3.44%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Sundaram Arbitrage Fund for Sep 09, 2022 is 12.45 .

Sundaram Arbitrage Fund has an ET Money Rank of # 16 of 17 and a consistency rating of 2 .

This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.

On ET Money, Investing in Sundaram Arbitrage Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Sundaram Arbitrage Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Sundaram Arbitrage Fund is 0.29%.  .

Redeeming your investments in Sundaram Arbitrage Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Arbitrage Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Sundaram Arbitrage Fund is ₹63 Crs.

亚博电竞 csgo 日博电竞外围全球9.4.2 dota2投注线上 lpl电竞比分注册APP v2.6(lpl电竞选手下载v3.1版) JJ竞技(拉萨)登录手游