Sundaram Arbitrage Fund – Direct Growth

Hybrid · Arbitrage
 · 
100
Min SIP
100
Min Lumpsum
0.28 %
Expense Ratio
Rating
99
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.9% 5.2% 4.5% 4.2%
Category Average 8.2% 5.7% 5.1% -

Scheme Allocation

By Holding
By Sector
By Asset
8.09%
8.04%
7.37%
Others
60.49%
View all Holdings
Holdings Sector Instrument Asset
Ambuja Cements Cement Equity 8.12%
HDFC Bank Banks Equity 8.09%
ICICI Bank Banks Equity 8.04%
Reliance Industr Refineries Equity 7.89%
Indus Towers Telecomm Equipment & Infra Services Equity 7.37%
DLF Realty Equity 6.93%
Zee Entertainmen Entertainment Equity 5.59%
Manappuram Fin. Finance Equity 4.68%
ACC Cement Equity 3.07%
Bajaj Finance Finance Equity 3.02%
Dabur India FMCG Equity 2.92%
Kotak Mah. Bank Banks Equity 1.69%
Aurobindo Pharma Pharmaceuticals Equity 1.53%
Zydus Lifesci. Pharmaceuticals Equity 0.83%
Hind. Unilever FMCG Equity 0.82%
Siemens Capital Goods - Electrical Equipment Equity 0.5%
ITC Tobacco Products Equity 0.43%
TCS IT - Software Equity 0.34%
Aditya Birla Cap Finance Equity 0.28%
Debt
27.73%
Banks
17.82%
Cement & Cement Products
11.19%
Finance
7.98%
Petroleum Products
7.89%
Others
27.38%
View all Sectors
Sectors Asset
Debt 27.73%
Banks 17.82%
Cement & Cement Products 11.19%
Finance 7.98%
Petroleum Products 7.89%
Telecom-Services 7.37%
Realty 6.93%
Entertainment 5.59%
Personal Products 2.92%
Pharmaceuticals & Biotech 2.35%
Diversified FMCG 1.25%
Others 0.56%
Electrical Equipments 0.5%
IT-Software 0.34%
Cash & Others -0.42%
Equity
72.13%
T-Bills
24.38%
Reverse Repos
3.35%
Derivatives
0.56%
Net Curr Ass/Net Receivables
-0.42%

Advance Ratio

-1.65
Alpha
0.23
SD
0.2
Beta
-2.41
Sharpe

Exit Load

Exit Load If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 15 days from the date of allotment - Nil.

Fund Objective

The scheme is 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.

Fund Managers

Rohit Seksaria

Mr Rohit Seksaria, MBA, joined Sundaram MF in January 2017. He is also a Chartered Accountant and Company Secretary. He works as a Fund Manager in the Equity Team. His experience spans over nineteen (19) years in fund management and equity research. He has previously worked with Progress Capital and Matchpoint and Crisil Irevna. Mr Seksaria manages funds like Sundaram Financial Services Opportunities Fund, Sundaram Nifty 100 Equal Weight Fund, Sundaram Debt Oriented Hybrid Fund, etc.

 

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Arbitrage Fund – Direct Growth ?

You can invest in Sundaram Arbitrage Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Arbitrage Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Arbitrage Fund – Direct Growth ?

The NAV of Sundaram Arbitrage Fund – Direct Growth is ₹13.8 as of 29 February 2024.

How to redeem Sundaram Arbitrage Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Arbitrage Fund – Direct Growth?

The minimum SIP amount of Sundaram Arbitrage Fund – Direct Growth is ₹100

What are the top sectors Sundaram Arbitrage Fund – Direct Growth has invested in?

The top sectors Sundaram Arbitrage Fund – Direct Growth has invested in are
  1. Debt - 27.73%
  2. Banks - 17.82%
  3. Cement & Cement Products - 11.19%
  4. Finance - 7.98%
  5. Petroleum Products - 7.89%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Arbitrage Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Arbitrage Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Arbitrage Fund – Direct Growth generated ?

The Sundaram Arbitrage Fund – Direct Growth has delivered 4.2% since inception

What is the expense ratio of Sundaram Arbitrage Fund – Direct Growth ?

The expense ratio of Sundaram Arbitrage Fund – Direct Growth is 0.28 % as of 29 February 2024.

What is the AUM of Sundaram Arbitrage Fund – Direct Growth?

The AUM of Sundaram Arbitrage Fund – Direct Growth is ₹49,195 Cr as of 29 February 2024

What are the top stock holdings of Sundaram Arbitrage Fund – Direct Growth?

The top stock holdings of Sundaram Arbitrage Fund – Direct Growth are
  1. Ambuja Cements - 8.12%
  2. HDFC Bank - 8.09%
  3. ICICI Bank - 8.04%
  4. Reliance Industr - 7.89%
  5. Indus Towers - 7.37%

How can I redeem my investments in Sundaram Arbitrage Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Arbitrage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now