• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Arbitrage Fund (RIDCW-A)

Formerly Sundaram Arbitrage Reg DR

Sundaram Mutual Fund

Sundaram Arbitrage Fund (RIDCW-A)

HybridArbitrage

10.6623

NAV (Dec 31)

3.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 83 Cr

Rolling Returns

View all 5 analysis

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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

10.6623

NAV (Dec 31)

Fund Returns

Last 1Y

3.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

3.4%

6 Month CAGR

1%

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. however,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

1.03

Launched (2y ago)

Feb 04, 2020

AUM in Crores

83.343

ISIN

INF903JA1IP4

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Rohit Seksaria

Fund Manager

S. Bharath

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 52,230 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    4.7%

    6.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Arbitrage Fund (RIDCW-A) Review

    Sundaram Arbitrage Fund (RIDCW-A) is a Arbitrage Hybrid fund and has delivered an annualised return of 3.4% over a period of 2 years. The fund was previously known as Sundaram Arbitrage Reg DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria, S. Bharath.

    Nav of Sundaram Arbitrage Fund (RIDCW-A) as of 12/31/2021 is ₹10.66 with the total AUM as of 8/6/2022 is ₹83.343. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Arbitrage Fund (RIDCW-A) was launched on Feb 04, 2020. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Arbitrage Fund (RIDCW-A) 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.

    Frequently Asked Questions

    What is Sundaram Arbitrage Fund (RIDCW-A)?

    Sundaram Arbitrage Fund (RIDCW-A) is a Arbitrage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Arbitrage Fund (RIDCW-A)?

    You can invest in Sundaram Arbitrage Fund (RIDCW-A) 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 (RIDCW-A)?

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

    Is Sundaram Arbitrage Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Sundaram Arbitrage Fund (RIDCW-A) is a Not Recommended fund. You can investSundaram Arbitrage Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Sundaram Arbitrage Fund (RIDCW-A) is 1.03% for regular plan.