13.50
NAV (Jun 12,2024)

Sundaram Arbitrage Fund - Growth is a mutual fund that aims to provide capital appreciation by taking advantage of price differentials in the cash and derivatives markets. With a minimum investment of INR 5000 and an expense ratio of 0.87%, this fund has an established date of April 21, 2016. The fund's current price to earnings (PE) ratio is 28.35 and price to book (PB) ratio is 3.57. With an AUM (assets under management) of INR 107.09 crores, this fund offers investors an opportunity to benefit from arbitrage opportunities in the Indian market.

Sundaram Arbitrage Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Arbitrage Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    37.91
  • P/B Ratio
    UM_URBAN_MONEY

    4.18
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.47

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.87%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

112.91 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Low

Investment Return Calculator

as on Jun 13, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,190.53 (1.91%)10,380.63 (3.81%)10,726.11 (7.26%)11,572.56 (15.73%)12,181.39 (21.81%)
30,571.59 (1.91%)31,141.89 (3.81%)32,178.33 (7.26%)34,717.68 (15.73%)36,544.17 (21.81%)
50,952.65 (1.91%)51,903.15 (3.81%)53,630.55 (7.26%)57,862.8 (15.73%)60,906.95 (21.81%)
81,524.24 (1.91%)83,045.04 (3.81%)85,808.88 (7.26%)92,580.48 (15.73%)97,451.12 (21.81%)
1,01,905.3 (1.91%)1,03,806.3 (3.81%)1,07,261.1 (7.26%)1,15,725.6 (15.73%)1,21,813.9 (21.81%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Days T Bill12.97%
  • TREPS12.24%
  • Indus Towers Ltd Prev Bharti Infratel Ltd8.81%
  • Ambuja Cements Ltd8.09%
  • HDFC Bank Ltd7.46%
  • Bharti Airtel Ltd7.28%
  • Reliance Industries Ltd6.97%
  • DLF Ltd6.20%
  • Central Government Securities4.47%
  • Government Securities4.46%
  • Manappuram Finance Ltd3.76%
  • Vodafone Idea Ltd3.46%
  • ACC Ltd3.45%
  • Dabur India Ltd2.59%
  • Sun Pharmaceutical Industries Ltd2.53%
  • HCL Technologies Ltd1.72%
  • Larsen & Toubro Ltd1.46%
  • Aurobindo Pharma Ltd1.39%
  • Kotak Mahindra Bank Ltd1.37%
  • State Bank of India0.99%
  • Ashok Leyland Ltd0.50%
  • ITC Ltd0.36%
  • Aditya Birla Capital Ltd0.32%
  • Tata Consultancy Services Ltd0.28%
  • Hindustan UniLever Ltd0.12%
  • Margin Money For Derivatives-3.25%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

4.08%

Bajaj Finserv Arbitrage Fund - Growth - Direct PlanBajaj Finserv Arbitrage Fund - Growth - Direct Plan

HYBRID

Low

4.04%

HSBC Arbitrage Fund - Regular Plan - GrowthHSBC Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.99%

Baroda BNP Paribas Arbitrage Fund - Regular Plan - GrowthBaroda BNP Paribas Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.90%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.84%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.83%

DSP Arbitrage Fund - Regular Plan - GrowthDSP Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.75%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.62%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.45%

Mahindra Manulife Arbitrage Fund - Regular Plan - GrowthMahindra Manulife Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.14%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

7.85%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.53%

HDFC Arbitrage Fund - Wholesale Plan - GrowthHDFC Arbitrage Fund - Wholesale Plan - Growth

HYBRID

Low

7.52%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.48%

Tata Arbitrage Fund - Regular Plan - GrowthTata Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.31%

PGIM India Arbitrage Fund - Regular Plan - GrowthPGIM India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.14%

LIC MF Arbitrage Fund - Regular Plan - GrowthLIC MF Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.94%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.88%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

6.51%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Arbitrage Opportunities Fund - Regular Plan - GrowthSBI Arbitrage Opportunities Fund - Regular Plan - Growth

HYBRID

Low

6.00%

ICICI Prudential Equity - Arbitrage - GrowthICICI Prudential Equity - Arbitrage - Growth

HYBRID

Low

5.70%

Nippon India Arbitrage Fund - GrowthNippon India Arbitrage Fund - Growth

HYBRID

Low

5.65%

Bandhan Arbitrage Fund - Regular Plan - GrowthBandhan Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.60%

Kotak Equity Arbitrage Fund - GrowthKotak Equity Arbitrage Fund - Growth

HYBRID

Low

5.55%

UTI Arbitrage Fund - Regular Plan - GrowthUTI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.30%

PGIM India Arbitrage Fund - Regular Plan - GrowthPGIM India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.26%

HDFC Arbitrage Fund - Wholesale Plan - GrowthHDFC Arbitrage Fund - Wholesale Plan - Growth

HYBRID

Low

5.26%

LIC MF Arbitrage Fund - Regular Plan - GrowthLIC MF Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.92%

JM Arbitrage Fund - GrowthJM Arbitrage Fund - Growth

HYBRID

Low

4.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

5.42%

SBI Arbitrage Opportunities Fund - Regular Plan - GrowthSBI Arbitrage Opportunities Fund - Regular Plan - Growth

HYBRID

Low

5.25%

HSBC Arbitrage Fund - Regular Plan - GrowthHSBC Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.22%

ICICI Prudential Equity - Arbitrage - GrowthICICI Prudential Equity - Arbitrage - Growth

HYBRID

Low

5.22%

Nippon India Arbitrage Fund - GrowthNippon India Arbitrage Fund - Growth

HYBRID

Low

5.21%

Aditya Birla Sun Life Arbitrage Fund - GrowthAditya Birla Sun Life Arbitrage Fund - Growth

HYBRID

Low

5.20%

Axis Arbitrage Fund - Regular Plan - GrowthAxis Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.17%

Baroda BNP Paribas Arbitrage Fund - Regular Plan - GrowthBaroda BNP Paribas Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.14%

HDFC Arbitrage Fund - Wholesale Plan - GrowthHDFC Arbitrage Fund - Wholesale Plan - Growth

HYBRID

Low

5.00%

JM Arbitrage Fund - GrowthJM Arbitrage Fund - Growth

HYBRID

Low

4.31%

Fund Managers

RS

Mr. Rohit Seksaria

AA

Mr. Ashish AgarwalFund Manager

Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

Get your latest Credit Score, FREE

Compare with similar Funds

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

Sundaram Arbitrage Fund - Growth

vs

FAQ's

What is the risk level associated with the Sundaram Arbitrage Fund - Growth?

The Sundaram Arbitrage Fund - Growth is a low-risk mutual fund that aims to generate returns by taking advantage of price differentials in the cash and derivatives markets. It is a suitable option for investors looking for stability and steady growth.

What is the current NAV (Net Asset Value) of the Sundaram Arbitrage Fund - Growth as of May 28,2024?

The NAV of the Sundaram Arbitrage Fund - Growth as of May 28, 2024 is INR 13.43.

What are the returns generated by the Sundaram Arbitrage Fund - Growth over the past 1, 3, and 5 years?

The Sundaram Arbitrage Fund - Growth has delivered returns of 7.05%, 4.91%, and 3.96% over the past 1, 3, and 5 years, respectively.

What is the expense ratio associated with the Sundaram Arbitrage Fund - Growth?

The expense ratio of the Sundaram Arbitrage Fund - Growth is 0.87%.

What is the minimum investment amount required for the Sundaram Arbitrage Fund - Growth?

The minimum investment amount for the Sundaram Arbitrage Fund - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the Sundaram Arbitrage Fund - Growth?

Yes, the Sundaram Arbitrage Fund - Growth offers SIP starting from INR 5000 per month.

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Urban Money