Formerly Principal Arbitrage Fund Reg Gr
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.
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
90 Cr. Negligible within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
NAV (Jan 24)
6 Month CAGR
The investment objective of the Scheme is 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. There is no assurance or guarantee that the investment objective of the Scheme will be realized.
Launched (6y ago)
Apr 21, 2016
AUM in Crores
NIFTY 50 Arbitrage TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 8,042 cr
₹ 18,456 cr
₹ 2,702 cr
₹ 1,396 cr
₹ 3,412 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 57,027 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Arbitrage Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 2.9% over a period of 5 years. The fund was previously known as Principal Arbitrage Fund Reg Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Rajat Jain.
Nav of Sundaram Arbitrage Fund (G) as of 24/01/2022 is ₹11.81 with the total AUM as of 25/01/2022 is ₹89.012. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Arbitrage Fund (G) was launched on Apr 21, 2016. The category risk of the fund is Low Risk.
The minimum SIP amount for Sundaram Arbitrage Fund (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
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