Sundaram Arbitrage Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.28 %
Expense Ratio
Rating
95
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7% | 4.3% | 2.9% | 3.9% | ||||
| Category Average | 7% | 4.9% | 4.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.27
Alpha
0.21
SD
0.13
Beta
1.47
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| Exit Load | If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Arbitrage .
-
- 5,894
-
7.9%Fund Size - 5,894
-
5.6%Fund Size - 5,894
-
5.8%Fund Size - 5,894
-
- Hybrid .
- Arbitrage .
-
- 23,737
-
7.6%Fund Size - 23,737
-
5.5%Fund Size - 23,737
-
5.8%Fund Size - 23,737
-
- Hybrid .
- Arbitrage .
-
- 9,752
-
7.4%Fund Size - 9,752
-
5.4%Fund Size - 9,752
-
5.8%Fund Size - 9,752
-
- Hybrid .
- Arbitrage .
-
- 14,313
-
7.6%Fund Size - 14,313
-
5.4%Fund Size - 14,313
-
5.5%Fund Size - 14,313
-
- Hybrid .
- Arbitrage .
-
- 5,235
-
7.3%Fund Size - 5,235
-
5.3%Fund Size - 5,235
-
5.7%Fund Size - 5,235
AMC Contact Details
Sundaram Mutual Fund
AUM:
45,611 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 116
-
28.9%Fund Size - 116
-
39.3%Fund Size - 116
-
17.7%Fund Size - 116
-
- Equity .
- Small Cap .
-
- 45
-
10.6%Fund Size - 45
-
36.1%Fund Size - 45
-
-Fund Size - 45
-
- Equity .
- Small Cap .
-
- 159
-
11.4%Fund Size - 159
-
33.3%Fund Size - 159
-
-Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
28.9%Fund Size - 136
-
39.3%Fund Size - 136
-
17.7%Fund Size - 136
-
- Equity .
- Small Cap .
-
- 212
-
28.9%Fund Size - 212
-
39.3%Fund Size - 212
-
17.7%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
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 ₹13.2 as of 18 August 2023.
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
- Debt - 22.82%
- Banks - 9.71%
- Finance - 9.09%
- Entertainment - 8.43%
- Telecom-Services - 7.33%
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 3.9% 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 18 August 2023.
What is the AUM of Sundaram Arbitrage Fund – Direct Growth?
The AUM of Sundaram Arbitrage Fund – Direct Growth is ₹45,611 Cr as of 18 August 2023
What are the top stock holdings of Sundaram Arbitrage Fund – Direct Growth?
The top stock holdings of Sundaram Arbitrage Fund – Direct Growth are
- Zee Entertainmen - 8.43%
- ICICI Bank - 8.1%
- Indus Towers - 5.92%
- Bajaj Finance - 5.43%
- Maruti Suzuki - 5.23%
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.
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.