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.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Poor
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 28)
6 Month CAGR
To generate income with minimal volatility by investing in equity,arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Launched (7y ago)
Apr 21, 2016
AUM in Crores
NIFTY 50 Arbitrage TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Arbitrage Fund (Growth)||771,863||39,251||2.2%|
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.
cash offset for derivatives66.7%
sundaram liquid dir gr15.9%
future on kotak mahindra bank ltd8.6%
kotak mahindra bank ltd8.6%
icici bank limited march 20238.4%
|Fund Name||Fund Size||Rolling Returns|
₹ 49,144 cr
₹ 13,831 cr
₹ 18,485 cr
₹ 12,884 cr
₹ 49,144 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 58,727 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 3.1% over a period of 6 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 3/28/2023 is ₹12.40 with the total AUM as of 3/29/2023 is ₹108.325. 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 4.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Arbitrage Fund (G).
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 0.55% for regular plan.