Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Hybrid: Arbitrage |
| Launch Date: 21-04-2016 |
| Asset Class: |
| Benchmark: NIFTY 50 Arbitrage TRI |
| TER: 1.01% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 276.95 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 981% | Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched out within 1 year from the date of allotment: • for up to 25% of such units - Exit load: Nil. • for more than 25% of such units – Exit load: Nil |
14.5249
-0.01 (-0.0454%)
4.07%
Benchmark: 6.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
An open ended scheme investing in arbitrage opportunitiesTo generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | 0.51 |
| Sharpe Ratio | 1.82 |
| Alpha | 0.66 |
| Beta | 0.19 |
| Yield to Maturity | 6.57 |
| Average Maturity | 0.67 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | 21-04-2016 | 6.29 | 6.83 | 6.6 | 4.93 | - |
| UTI Arbitrage Fund - Regular Plan - Growth Option | 22-06-2006 | 6.81 | 7.32 | 7.01 | 5.67 | 5.81 |
| SBI Arbitrage Opportunities Fund - Regular Plan - Gr | 03-11-2006 | 6.76 | 7.26 | 7.16 | 5.79 | 5.73 |
| ICICI Prudential Equity Arbitrage Fund - Growth | 30-12-2006 | 6.74 | 7.24 | 7.0 | 5.66 | 5.79 |
| Kotak Arbitrage Fund - Regular Plan - Growth | 29-09-2005 | 6.73 | 7.38 | 7.17 | 5.85 | 5.94 |
| Tata Arbitrage Fund-Regular Plan-Growth | 05-12-2018 | 6.68 | 7.17 | 6.92 | 5.6 | - |
| Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth | 24-07-2009 | 6.65 | 7.17 | 6.92 | 5.6 | 5.73 |
| Invesco India Arbitrage Fund - Growth Option | 30-04-2007 | 6.65 | 7.23 | 7.15 | 5.79 | 5.82 |
| Edelweiss Arbitrage Fund- Regular Plan- Growth Option | 05-06-2014 | 6.63 | 7.22 | 7.0 | 5.68 | 5.89 |
| HDFC Arbitrage Fund - Wholesale Growth Option | 10-10-2007 | 6.62 | 7.22 | 7.0 | 5.61 | 5.65 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.32%
Others
27.86%
Others
1.12%
Large Cap
65.82%
Mid Cap
3.86%
