However, Scripbox does not recommend investing in arbitrage mutual funds.
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
68 Cr. Small within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
To generate income with minimal volatility by investing in equity,arbitrage strategies which fully offset the equity exposure and investments in debt instruments. however,there can be no assurance that the investment objective of the Scheme will be realized.
Low to Moderate
Feb 04, 2020
Launched (1y ago)
AUM in Crores
NIFTY 50 Arbitrage TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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 before investing. Past performance is not an indicator of future returns.
Comparison with Hybrid Funds
Multi Asset Allocation
Multi Asset Allocation
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 30,993 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 141 equity,182 debt and 36 hybrid funds.
₹ 2,743 Cr
₹ 2,743 Cr
₹ 1,346 Cr
₹ 1,240 Cr
₹ 2,743 Cr
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Sundaram Arbitrage Fund (DP-A) is a arbitrage hybrid fund and has delivered an annualised return of 3.5% over a period of 1 years ..The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Rohit Seksaria, S. Bharath
To generate income with minimal volatility by investing in equity,arbitrage strategies which fully offset the equity exposure and investments in debt instruments. however,there can be no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Arbitrage Fund (DP-A) fund was launched on Feb 04, 2020. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-02-23 is ₹ 10.3658. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 67.900. The category risk of the Sundaram Arbitrage Fund (DP-A) fund is Low Risk. The fund charges 0.93 % as expense ratio.
The fund’s highest allocation is towards others and has invested 100.3% in this asset class. The top three holdings of the fund are future on bharti airtel ltd,bharti airtel ltd and future on housing development finance corp ltd ordinary shares
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR
Sundaram Arbitrage Fund (DP-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Arbitrage Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.