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Business News/Market/Market Stats/    Sundaram Arbitrage Fund - Regular Plan - Growth

Sundaram Arbitrage Fund - Regular Plan - Growth

+
  • Other
  • Arbitrage Fund
  • Rating N.A.
  • Plan
13.22 +0.00 (0.00%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)99.39
  • CAGR 7.02%
  • Exit Load0.25%
  • Expense ratio0.87%
  • CategoryOther
  • Min Investment100
  • Min SIP100
  • Launch Date2016-04-21

Morning Star Rating N.A.

Low
Risk
Low
Return

Asset Allocation

Holdings As On - 04 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 72.10
  • 72.54%
  • 364 DTB 14032024
  • 9.93
  • 9.98%
  • DLF
  • 6.89
  • 6.93%
  • India (Republic of)
  • 4.79
  • 4.81%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio-1.34
  • Std Deviation 0.77%
  • Tracking Error 0.00%

About Fund

To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.

 

The Sundaram Arbitrage Fund - Regular Plan - Growth has an AUM of 99.39 crores & has delivered CAGR of 3.88% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.87%. The minimum investment in Sundaram Arbitrage Fund - Regular Plan - Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & Low respectively.

 

The top holdings of the fund include Cash Offset For Derivatives, 364 DTB 14032024, Ambuja Cements & HDFC Bank.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Construction - Raw Materials & Oil & Gas Operations.

 

Some of the similar funds are LIC MF Arbitrage Regular Plan Growth, PGIM India Arbitrage Fund Regular Plan Growth, JM Arbitrage Fund Growth, Sundaram Arbitrage Fund - Regular Plan - Growth, Mahindra Manulife Arbitrage Fund Regular Growth. Sundaram Arbitrage Fund - Regular Plan - Growth has a sharpe ratio of -1.34 & a standard deviation of 0.77%.

FAQs about Sundaram Arbitrage Fund - Regular Plan - Growth

According to the morning star rating Sundaram Arbitrage Fund - Regular Plan - Growth has a Low risk & Low return.
Sundaram Arbitrage Fund - Regular Plan - Growth is managed by Dwijendra Srivastava,Rohit Seksaria,Ashish Aggarwal.
The expense ratio of Sundaram Arbitrage Fund - Regular Plan - Growth is 0.87%.
The 5 year annualized return on Sundaram Arbitrage Fund - Regular Plan - Growth is 3.88% & it has generated 7.02% in the last 1 year.
The minimum investment in Sundaram Arbitrage Fund - Regular Plan - Growth is 100 Rs.
Sundaram Arbitrage Fund - Regular Plan - Growth has an AUM of 99.39 crores.
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