Sundaram Arbitrage Fund - Regular Plan - Growth
- Arbitrage Fund
- Other
- Low Risk
Rating:
Key Metrics
Aum
₹553.07 Cr
Expense Ratio
0.85%
Exit Load
0.25%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
21 Apr 2016
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.58% | -- |
| 3 Months | +1.57% | -- |
| 6 Months | +3.21% | -- |
| 1 Year | +6.18% | +6.18% |
| 2 Years | -- | +6.19% |
| 3 Years | +20.94% | +6.54% |
| 5 Years | +31.85% | +5.69% |
| Since Launch | +54.83% | +4.3% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Cash Offset For Derivatives | 410.67 | 74.25 |
| Sundaram Money Market Dir Gr | 51.06 | 9.23 |
| Reliance Industries | 46.96 | 8.49 |
| HDFC Bank | 46.15 | 8.34 |
| Bajaj Finance | 39.46 | 7.13 |
| Ashok Leyland | 34.82 | 6.29 |
| ICICI Bank | 32.36 | 5.85 |
| Day Tbill | 29.08 | 5.26 |
| Bharti Airtel | 27.17 | 4.91 |
| AXIS Bank Ltd | 15.53 | 2.81 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.06
Sharpe Ratio
0.47%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Arbitrage Fund - Regular Plan - Growth | +6.18% | +6.54% | +5.69% |
| Baroda BNP Paribas Arbitrage Regular Growth | +5.71% | +6.5% | +5.85% |
| JM Arbitrage Fund Growth | +5.87% | +6.35% | +5.7% |
| NJ Arbitrage Fund Regular Growth | +5.84% | +6.19% | -- |
| Bajaj Arbitrage Fund Regular Growth | +6.01% | -- | -- |
Results are calculated on CAGR basis
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 553.07 crores & has delivered CAGR of 5.69 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.85%. 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 & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Cash Offset For Derivatives, Sundaram Money Market Dir Gr, Reliance Industries, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Oil & Gas Operations, Auto & Truck Manufacturers.
Some of the similar funds are Sundaram Arbitrage Fund - Regular Plan - Growth, Baroda BNP Paribas Arbitrage Regular Growth, JM Arbitrage Fund Growth, NJ Arbitrage Fund Regular Growth, Bajaj Arbitrage Fund Regular Growth. Sundaram Arbitrage Fund - Regular Plan - Growth has a sharpe ratio of 0.06 & a standard deviation of 0.47%.
FAQs
According to the morning star rating Sundaram Arbitrage Fund - Regular Plan - Growth has a Low risk & Moderate return.
Sundaram Arbitrage Fund - Regular Plan - Growth is managed by Kumaresh Ramakrishnan,Rohit Seksaria.
The expense ratio of Sundaram Arbitrage Fund - Regular Plan - Growth is 0.85%.
The 5 year annualized return on Sundaram Arbitrage Fund - Regular Plan - Growth is 5.69% & it has generated 6.18% 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 553.07 crores.
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