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  • Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A)

Formerly Sundaram Arbitrage Reg DR

Sundaram Mutual Fund

Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A)

HybridArbitrage

10.6151

NAV (Oct 21)

3.5%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

90 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

10.6151

NAV (Oct 21)

Fund Returns

Last 1Y
3.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
3.5%
6 Month CAGR
1.4%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
1.03
Launched (1y ago)
Feb 04, 2020
AUM in Crores
89.519
ISIN
INF903JA1IP4
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

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Rohit Seksaria

Fund Manager

user-avatar

S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    22.3%

    12.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
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    About Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    About Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Arbitrage Hybrid fund and has delivered an annualised return of 3.5% over a period of 1 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

    Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

    The Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Feb 04, 2020. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-21 is ₹10.62. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹89.519. The category risk of the Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Low to Moderate Risk. The fund charges 1.03 % as expense ratio.

    Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 100.2% in this asset class. The top three holdings of the fund are , cash offset for derivatives , margin money for derivatives , reliance industries ltd , future on reliance industries ltd , axis bank ltd , future on axis bank ltd , treps , icici bank ltd , future on icici bank ltd , jindal steel & power ltd , future on jindal steel & power ltd , hindustan unilever ltd , future on hindustan unilever ltd , itc ltd , future on itc ltd , future on lic housing finance ltd , lic housing finance ltd , future on indraprastha gas ltd , indraprastha gas ltd , future on apollo hospitals enterprise ltd , state bank of india , future on state bank of india , apollo hospitals enterprise ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on bajaj finserv ltd , bajaj finserv ltd , hdfc life insurance company limited , future on hdfc life insurance company limited , future on hdfc bank ltd , hdfc bank ltd , future on adani power ltd , adani ports & special economic zone ltd , sundaram money dir gr , canara bank , future on canara bank , future on bharat forge ltd , future on bharat petroleum corp ltd , bharat petroleum corp ltd , future on vedanta ltd , vedanta ltd , ashok leyland ltd , bharat forge ltd , future on ashok leyland ltd , hindalco industries ltd , future on hindalco industries ltd , tata steel ltd , future on tata steel ltd , dabur india ltd , future on dabur india ltd , page industries ltd , future on page industries ltd , cash and other net current assets

    Sundaram Arbitrage Fund of Income Distribution cum capital withdrawal (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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