• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Arbitrage Fund (Growth)

Formerly Principal Arbitrage Fund Reg Gr

Sundaram Mutual Fund

Sundaram Arbitrage Fund (Growth)

DebtArbitrage

13.4365

NAV (May 24)

4.9%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in arbitrage mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.4365

NAV (May 24)

Fund Returns

Last 1Y
7.1%
Last 3Y
4.9%
Last 5Y
4%
Last 10Y
NA
Since Inception
3.7%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

To generate income with minimal volatility by investing in equity,arbitrage strategies which fully offset the equity exposure and investments in debt instruments.

Expense Ratio
0.87
Launched (8y ago)
Apr 21, 2016
AUM in Crores
105.778
ISIN
INF173K01NB6
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.8
Standard Deviation (5yr)
0.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.318
Sharpe Ratio (5yr)
-1.615
YTM
7.08
Fund Managers

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

Fund Manager

Ashish Aggarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Arbitrage Fund (Growth)70%8,06,077 73,4654%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Debt Holdings

cash offset for derivatives

74.1%
74.1%

indus towers ltd ordinary shares

9.6%
9.6%

indus towers limited may 2024

9.6%
9.6%

future on ambuja cements ltd

8.5%
8.5%

ambuja cements ltd

8.4%
8.4%
See all holdings

Allocation by Sector

communication services

19.8%
19.8%

financial services

15.5%
15.5%

basic materials

12.1%
12.1%

energy

7.6%
7.6%

real estate

7.2%
7.2%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,396 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.8%

20.6%

20.7%

5.2%

4.9%

20.5%

13.2%

20%

%

Sundaram Arbitrage Fund (G) Review

Sundaram Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 3.7% over a period of 8 years. The fund was previously known as Principal Arbitrage Fund Reg Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Ashish Aggarwal, Dwijendra Srivastava, Rohit Seksaria.

Nav of Sundaram Arbitrage Fund (G) as of 5/24/2024 is ₹13.44 with the total AUM as of 5/27/2024 is ₹105.778. 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.

Sundaram Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.

Sundaram Arbitrage Fund (G) is rated as a 1 fund in Debt and delivered 7.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Arbitrage Fund (G).

Frequently Asked Questions

What is Sundaram Arbitrage Fund (G)?

Sundaram Arbitrage Fund (G) is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Arbitrage Fund (G)?

You can invest in Sundaram Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Arbitrage Fund (G)?

The minimum sip amount for Sundaram Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Arbitrage Fund (G) good to invest in?

As per Scripbox experts, Sundaram Arbitrage Fund (G) is a Not Recommended fund. You can investSundaram Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Arbitrage Fund (G)?

The expense ratio of the Sundaram Arbitrage Fund (G) is 0.87% for regular plan.