Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal

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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 292.3 Cr As on 30-04-2025(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

12.6621

3.94%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 Arbitrage TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 0.78
Sharpe Ratio -0.6
Alpha 1.47
Beta 0.96
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 Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal 21-04-2016 6.78 6.98 6.48 4.69 -
UTI Arbitrage Fund - Regular Plan - Growth Option 22-06-2006 7.11 7.48 6.86 5.53 5.83
ICICI Prudential Equity Arbitrage Fund - Growth 30-12-2006 7.06 7.39 6.86 5.49 5.8
Kotak Equity Arbitrage Fund - Growth 29-09-2005 7.06 7.56 7.04 5.69 5.95
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 03-11-2006 7.01 7.39 7.01 5.59 5.73
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth 24-07-2009 6.98 7.33 6.79 5.43 5.74
Tata Arbitrage Fund-Regular Plan-Growth 05-12-2018 6.95 7.31 6.77 5.46 -
Edelweiss Arbitrage Fund- Regular Plan- Growth Option 05-06-2014 6.93 7.39 6.86 5.52 5.9
HDFC Arbitrage Fund - Wholesale Growth Option 10-10-2007 6.93 7.38 6.86 5.44 5.67
BANDHAN Arbitrage Fund - Regular Plan - Growth 21-12-2006 6.93 7.3 6.8 5.38 5.69

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.22%

Others

35.12%

Large Cap

59.98%

Mid Cap

3.85%

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