
S
Sundaram Arbitrage Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 05 Mar 2026
15.9189
1 Day NAV Change (₹)
0.00052
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 35.10 L
6.04%
Total Investment
₹ 30,00,000
Returns
₹ 5,09,667 (16.99%)
Maturity Value
₹ 35,09,667
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹354.54 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 15.9189
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 354.54
Expense Ratio
0.28%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 14.8813
Inception Date
21 Apr 2016
Fund Age
9 Yrs
Benchmark
Nifty 50 Arbitrage TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Dwijendra Srivastava
Qualification
B.Tech, PGDM (Finance), CFA
Name
Rohit Seksaria
Qualification
CS, CA & has done MBA from IIM Ahmedabad
Name
Ashish Aggarwal
Qualification
BE, PGPM
Fund Objective
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Risk-O-Meter
Investors understand that their principal will be at
Moderately Low Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Arbitrage Fund launched?
What is the current NAV of Sundaram Arbitrage Fund?
What is the AUM of Sundaram Arbitrage Fund?
What is the rate of return of Sundaram Arbitrage Fund?
- In the past 1Y: 7.08%
- In the past 3Y: 7.48%
- In the past 5Y: 6.04%
What is the expense ratio of Sundaram Arbitrage Fund?
What is exit load of Sundaram Arbitrage Fund?
What is the portfolio of Sundaram Arbitrage Fund?
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Top 3 sectoral holdings include:
How risky is investing in Sundaram Arbitrage Fund?
Who is the fund manager Sundaram Arbitrage Fund?
What is the minimum investment required in Sundaram Arbitrage Fund?
How to invest in Sundaram Arbitrage Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



