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NAV as of ( Sep 09, 2022 )
₹ 12.45 0.0 % 1-D Change
You get upto 0.73% extra returns
ET Money Rank
Out of 17
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||16 Out of 17|
|Expense ratio||0.29% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 63 Crs|
|Age||6 yrs 5 m Since Mar 28, 2016|
|Benchmark||Nifty 50 Arbitrage|
SIP ₹ 500 &
Lumpsum ₹ 5000
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You would have earned ₹ 1,001 more by investing in ET Money Direct Plan
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.
Large Cap -0.27%
Mid Cap -0.03%
Small Cap -0%
Other Cap -0%
Reserve Bank of India 15.54%
Cash & Call Money 3.2%
Cash Margin 72.68%
Treasury Bills 15.54%
Mutual Fund 9.65%
Cash/Net Current Assets 1.85%
Principal Cash Management Fund -Direct Plan- Growth Option 9.65%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Edelweiss Arbitrage Fund||5.73%|
|Nippon India Arbitrage Fund||5.73%|
|Axis Arbitrage Fund||5.62%|
|Kotak Equity Arbitrage Fund||5.58%|
|Invesco India Arbitrage Fund||5.57%|
|L&T Arbitrage Opportunities Fund||5.53%|
|Sundaram Arbitrage Fund||2.73%|
Sign-up for free to compare fund with arbitrage funds
|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.
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.
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.
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.
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.
As on Jun 30, 2022
The Sundaram Arbitrage Fund is a 6 yrs 5 m old fund and has delivered average annual returns of 3.44% since inception.
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 -
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.