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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
14.09 +0.01 (0.05%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)234.28
  • CAGR 7.04%
  • Exit Load0.25%
  • Expense ratio1.00%
  • CategoryOther
  • Min Investment100
  • Min SIP100
  • Launch Date2016-04-21

Morning Star Rating N.A.

Low
Risk
Low
Return

Asset Allocation

Holdings As On - 09 February 2025

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 169.15
  • 72.20%
  • Sundaram Liquid Dir Gr
  • 15.32
  • 6.54%
  • 7.38% Govt Stock 2027
  • 10.15
  • 4.33%
  • Sundaram Money Market Dir Gr
  • 10.06
  • 4.29%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio-0.91
  • Std Deviation 0.67%
  • 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 234.28 crores & has delivered CAGR of 4.45% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.00%. 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, Reliance Industries, Sundaram Liquid Dir Gr & Punjab National Bank.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Auto & Truck Manufacturers.

 

Some of the similar funds are Union Arbitrage Fund Regular Growth, LIC MF Arbitrage Regular Plan Growth, JM Arbitrage Fund Growth, Sundaram Arbitrage Fund - Regular Plan - Growth, NJ Arbitrage Fund Regular Growth. Sundaram Arbitrage Fund - Regular Plan - Growth has a sharpe ratio of -0.91 & a standard deviation of 0.67%.

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 1.00%.
The 5 year annualized return on Sundaram Arbitrage Fund - Regular Plan - Growth is 4.45% & it has generated 7.04% 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 234.28 crores.
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