Sundaram Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low Risk
3.28%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Jan 2022₹12.17
Min. SIP amountNot Supported
RatingNA
Fund size₹55.15Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.9%3.3%3.0%3.5%
Category average3.4%3.8%4.6%NA
Rank with in category221917NA
Understand terms

Holdings (18)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity8.2%
Dr. Reddy's Laboratories Ltd.HealthcareEquity7.9%
Reliance Industries Ltd.EnergyEquity7.3%
Grasim Industries Ltd.ConstructionEquity6.4%
Tech Mahindra Ltd.TechnologyEquity6.2%
Reserve Bank of India
FinancialT-Bills5.4%
ITC Ltd.FMCGEquity4.8%
Aurobindo Pharma Ltd.HealthcareEquity4.6%
JSW Steel Ltd.MetalsEquity4.4%
ICICI Bank Ltd.FinancialEquity4.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.29%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Rohit Seksaria
Jan 2022 - Present
View details

Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes

Ashish Aggarwal
Jan 2022 - Present
View details

Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Website
NA
PRINCIPAL Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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