- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Arbitrage Fund (Growth)
Formerly Principal Arbitrage Fund Reg Gr
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.0018
NAV (Dec 6)
Fund Returns
Last 1Y | 7.2% |
Last 3Y | 4.2% |
Last 5Y | 3.7% |
Last 10Y | NA |
Since Inception | 3.5% |
6 Month CAGR | 3.5% |
Scheme Information
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 (7y ago) | Apr 21, 2016 |
AUM in Crores | 102.069 |
ISIN | INF173K01NB6 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.7 |
Standard Deviation (5yr) | 0.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.595 |
Sharpe Ratio (5yr) | -1.876 |
YTM | 6.8384 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Arbitrage Fund (Growth) | 8,00,237 | 67,625 | 3.7% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
cash offset for derivatives
66.7%364 Days Treasury Bill 14-03-2024
9.6%future on zee entertainment enterprises ltd
8.2%zee entertainment enterprises ltd
8.2%treps
7.7%Allocation by Sector
financial services
21.1%communication services
14.9%basic materials
7.3%energy
6.9%consumer cyclical
5.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 40,756 cr | ||
₹ 16,858 cr | ||
₹ 11,326 cr | ||
₹ 13,754 cr | ||
₹ 10,873 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.6% | ||
25.6% | 21% | ||
24% | 13% | ||
22.2% | 14.9% | ||
12.5% | 7.6% |
Sundaram Arbitrage Fund (G) Review
Sundaram Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 3.5% over a period of 7 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 12/6/2023 is ₹13.00 with the total AUM as of 12/7/2023 is ₹102.069. 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 to Moderate 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 7.2% 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)?
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.