Sundaram Arbitrage Fund
500
Min SIP
100
Min Lumpsum
0.28 %
Expense Ratio
Rating
74
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 5.9% | 3.7% | 2.8% | 3.8% | ||||
| Category Average | 5.6% | 4.2% | 4.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Kotak Mah. Bank
O N G C
ICICI Bank
Bajaj Finance
DLF
Others
Advance Ratio
0.26
Alpha
0.2
SD
0.11
Beta
1.46
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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. |
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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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Arbitrage .
-
- 3,507
-
6.9%Fund Size - 3,507
-
5.2%Fund Size - 3,507
-
5.7%Fund Size - 3,507
-
- Hybrid .
- Arbitrage .
-
- 20,587
-
6.4%Fund Size - 20,587
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5%Fund Size - 20,587
-
5.7%Fund Size - 20,587
-
- Hybrid .
- Arbitrage .
-
- 8,475
-
6.3%Fund Size - 8,475
-
5%Fund Size - 8,475
-
5.7%Fund Size - 8,475
-
- Hybrid .
- Arbitrage .
-
- 3,650
-
6.2%Fund Size - 3,650
-
4.8%Fund Size - 3,650
-
5.6%Fund Size - 3,650
-
- Hybrid .
- Arbitrage .
-
- 2,926
-
6.4%Fund Size - 2,926
-
4.8%Fund Size - 2,926
-
5.6%Fund Size - 2,926
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Arbitrage Fund ?
You can invest in Sundaram Arbitrage Fund 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 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 ?
The NAV of Sundaram Arbitrage Fund is ₹13 as of 01 June 2023.
How to redeem Sundaram Arbitrage Fund 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?
The minimum SIP amount of Sundaram Arbitrage Fund is ₹500
What are the top sectors Sundaram Arbitrage Fund has invested in??
The top sectors Sundaram Arbitrage Fund has invested in are
- Kotak Mah. Bank - 10.22%
- O N G C - 9.72%
- ICICI Bank - 9.59%
- Bajaj Finance - 5.39%
- DLF - 4.92%
How much returns have Sundaram Arbitrage Fund generated ?
The Sundaram Arbitrage Fund has delivered 3.8% since inception
What is the expense ratio of Sundaram Arbitrage Fund ?
The expense ratio of Sundaram Arbitrage Fund is 0.28 % as of 01 June 2023.
What is the AUM of Sundaram Arbitrage Fund?
The AUM of Sundaram Arbitrage Fund is ₹39,953 Cr as of 01 June 2023
What are the top stock holdings of Sundaram Arbitrage Fund?
The top stock holdings of Sundaram Arbitrage Fund are
- Kotak Mah. Bank - 10.22%
- O N G C - 9.72%
- ICICI Bank - 9.59%
- Bajaj Finance - 5.39%
- DLF - 4.92%