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  • Sundaram Mutual Fund
  • Sundaram Arbitrage Fund (G)
Sundaram Mutual Fund

Sundaram Arbitrage Fund (G)

DebtArbitrage

13.7522

NAV (Oct 01)

5.399%
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 ->

Downside Protection

Poor

The performance of the fund on a Downside Protection metric has been Poor

Fund Size

Poor

The performance of the fund on a Fund Size 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

13.7522

NAV (Oct 1)

Fund Returns

Last 1Y
7%
Last 3Y
5.4%
Last 5Y
4.7%
Last 10Y
NA
Since Inception
4.1%
6 Month CAGR
3.5%

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
0.93
Launched (0y ago)
0.93
AUM in Crores
158.3
ISIN
INF173K01NB6
Lock-in
-
Benchmark
NIFTY 50 Arbitrage Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.8
Beta
1
Sharpe Ratio
-0.6
YTM
-
Fund Managers

Ashish Aggarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Rohit Seksaria

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 (G)70%8,20,001 87,3894.7%
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 2024-01-12

Top Debt Holdings

Others

67.9%
67.908%

Indus Towers Ltd.

8.8%
8.801%

HDFC Bank Ltd.

8.5%
8.535%

Others

8%
7.977%

Ambuja Cements Ltd.

7%
6.966%
See all holdings

Allocation by Sector

Metals & Mining

0.004467%
0.004467%
See all sectors

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,457 cr

₹ 13,722 cr

amc-img

About the AMC

Sundaram Mutual Fund

Sundaram AMC was established in 1996. It is a fully owned subsidiary of NBFCs - Sundaram Finance Limited (SFL). With about 3.3 million investors and an overall 23 years of expertise in fund management it has become one of the largest financial institution in India.amc-img
phone-img1860-425-7237
Fund NameScripbox Opinion
Till Date CAGR

18.417%

22.714%

19.463%

15.299%

11.358%

8.567%

5.638%

4.953%

19.146%

12.219%

Sundaram Arbitrage Fund (G) Review

Sundaram Arbitrage Fund (G) is a Debt Debt fund and has delivered an annualised return of 4.114% over a period of 8 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Ashish Aggarwal, Dwijendra Srivastava, Rohit Seksaria.

Nav of Sundaram Arbitrage Fund (G) as of 10/1/2024 is ₹13.75 with the total AUM as of 10/3/2024 is ₹158.289073. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Arbitrage Fund (G) was launched on 2016-04-21. The category risk of the fund is High.

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 Total Return Index .

Sundaram Arbitrage Fund (G) is rated as a 1 fund in Debt and delivered 6.968% 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 Debt 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 1 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 0.93% for regular plan.