- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Arbitrage Fund Direct Growth
Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.
Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.
Scheme Information
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.
Expense Ratio | 0.27 % |
Launched 8Y ago | 2016-04-21 |
AUM in Crores | 220.1 |
ISIN | INF173K01NF7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | 0.6 |
YTM | - |
Asset allocation and Holdings
Top Debt Holdings
Others
67.91%Indus Towers Ltd.
8.8%HDFC Bank Ltd.
8.54%Others
7.98%Ambuja Cements Ltd.
6.97%
Allocation by Sector
Consumer Staples
0.04%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 12,517 cr | ||
₹ 15,117 cr | ||
₹ 14,435 cr | ||
₹ 7,712 cr |
