• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Arbitrage Fund Transfer plan (PIDCW-A)

Formerly Sundaram Arbitrage Reg DS

Sundaram Mutual Fund

Sundaram Arbitrage Fund Transfer plan (PIDCW-A)

DebtArbitrage

10.6623

NAV (Dec 31)

3.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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 (4y ago)
Feb 04, 2020
AUM in Crores
83.343
ISIN
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0.97
Fund Managers

Rohit Seksaria

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Arbitrage Fund Transfer plan (PIDCW-A)70%7,90,628 58,0163.2%
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 2021-12-31

Top Debt Holdings

See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.7%

22%

20.4%

19.9%

12.8%

18.1%

14.7%

10.9%

7.5%

Sundaram Arbitrage Fund Transfer plan (PIDCW-A) Review

Sundaram Arbitrage Fund Transfer plan (PIDCW-A) is a Arbitrage Debt fund and has delivered an annualised return of 3.4% over a period of 4 years. The fund was previously known as Sundaram Arbitrage Reg DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rohit Seksaria.

Nav of Sundaram Arbitrage Fund Transfer plan (PIDCW-A) as of 12/31/2021 is ₹10.66 with the total AUM as of 3/28/2024 is ₹83.343. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Arbitrage Fund Transfer plan (PIDCW-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 Transfer plan (PIDCW-A) is ₹0 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 Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A) is rated as a 0 fund in Debt and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Arbitrage Fund Transfer plan (PIDCW-A).

Frequently Asked Questions

What is Sundaram Arbitrage Fund Transfer plan (PIDCW-A)?

Sundaram Arbitrage Fund Transfer plan (PIDCW-A) is a Arbitrage 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 Transfer plan (PIDCW-A)?

You can invest in Sundaram Arbitrage Fund Transfer plan (PIDCW-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 Transfer plan (PIDCW-A)?

The minimum sip amount for Sundaram Arbitrage Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Sundaram Arbitrage Fund Transfer plan (PIDCW-A) good to invest in?

As per Scripbox experts, Sundaram Arbitrage Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Arbitrage Fund Transfer plan (PIDCW-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 Transfer plan (PIDCW-A)?

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