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Sundaram ArbitrageFund Regular Plan - Growth

Fund House: Sundaram Mutual Fund
Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
Asset Class:
Benchmark: NIFTY 50 Arbitrage TRI
TER: 1.0% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 468.15 Cr As on 31-05-2026(Source:AMFI)
Turn over: 99.1% | Exit Load: W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 0.25% if redeemed/ SWP/STP within 15 days from the date of allotment. NIL if redeemed /SWP/STP after 15 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 23-06-2026

15.2782

0.01 (0.0399%)

CAGR Since Inception

4.23%

Benchmark: 6.29%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
Nifty 50 Arbitrage Index
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

Current Asset Allocation (%)

Indicators

Standard Deviation 0.5
Sharpe Ratio 1.48
Alpha 0.47
Beta 0.16
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 ArbitrageFund Regular Plan - Growth 21-04-2016 5.91 6.26 6.59 5.52 4.2

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.29%

Others

27.66%

Large Cap

57.35%

Mid Cap

12.7%

Scheme Documents

May 2026

Monthly Portfolio Disclosure Equity & Fund of Funds - May - 2026

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