How to Invest in Sundaram Arbitrage Fund Direct Growth?

You can easily invest in Sundaram Arbitrage Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Arbitrage Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Arbitrage Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Arbitrage Fund Direct Growth provide?

The Sundaram Arbitrage Fund Direct Growth has been there from 21 Apr 2016 and the average annual returns provided by this fund is 2.86% since its inception.

How much expense ratio is charged by Sundaram Arbitrage Fund Direct Growth?

The term Expense Ratio used for Sundaram Arbitrage Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Arbitrage Fund Direct Growth is 0.27% as of 28 Nov 2024...

What is the AUM of Sundaram Arbitrage Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Arbitrage Fund Direct Growth is ₹162.88Cr as of 28 Nov 2024.

How to Redeem Sundaram Arbitrage Fund Direct Growth?

If you want to sell your Sundaram Arbitrage Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Arbitrage Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Arbitrage Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Arbitrage Fund Direct Growth?

The NAV of Sundaram Arbitrage Fund Direct Growth is ₹12.17 as of 04 Jan 2022.

What is the PE and PB ratio of Sundaram Arbitrage Fund Direct Growth?

The PE ratio ratio of Sundaram Arbitrage Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Arbitrage Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Arbitrage Fund Direct Growth
Equity
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₹162.88Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.9%3.3%3.0%3.5%
Category average7.3%5.9%5.1%NA
Rank with in category222119NA
Understand terms
Holdings (32)NameSectorInstrumentAssets
Larsen & Toubro Ltd.
ConstructionEquity8.21%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity7.88%
Reliance Industries Ltd.
EnergyEquity7.29%
Grasim Industries Ltd.
ConstructionEquity6.39%
Tech Mahindra Ltd.
TechnologyEquity6.23%
Reserve Bank of India
FinancialT-Bills5.39%
ITC Ltd.
FMCGEquity4.77%
Aurobindo Pharma Ltd.
HealthcareEquity4.63%
JSW Steel Ltd.
MetalsEquity4.43%
ICICI Bank Ltd.
FinancialEquity3.97%
Reserve Bank of India
FinancialT-Bills3.37%
DLF Ltd.
ConstructionEquity3.33%
LIC Housing Finance Ltd.
FinancialEquity3.01%
Hindustan Unilever Ltd.
FMCGEquity2.81%
Reserve Bank of India
FinancialT-Bills2.69%
State Bank of India
FinancialEquity1.86%
HDFC Bank Ltd.
FinancialEquity1.11%
Reserve Bank of India
FinancialT-Bills0.13%
HDFC Bank Ltd.
FinancialFutures-1.11%
State Bank of India
FinancialFutures-1.87%
Hindustan Unilever Ltd.
FMCGFutures-2.82%
LIC Housing Finance Ltd.
FinancialFutures-3.01%
DLF Ltd.
ConstructionFutures-3.35%
ICICI Bank Ltd.
FinancialFutures-3.98%
JSW Steel Ltd.
MetalsFutures-4.44%
Aurobindo Pharma Ltd.
HealthcareFutures-4.64%
ITC Ltd.
FMCGFutures-4.79%
Tech Mahindra Ltd.
TechnologyFutures-6.26%
Grasim Industries Ltd.
ConstructionFutures-6.41%
Reliance Industries Ltd.
EnergyFutures-7.32%
Dr. Reddy's Laboratories Ltd.
HealthcareFutures-7.89%
Larsen & Toubro Ltd.
ConstructionFutures-8.23%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
0.42%
31 Oct 2021 - 30 Nov 2021
0.42%
30 Sep 2021 - 31 Oct 2021
0.42%
31 Aug 2021 - 30 Sep 2021
0.42%
31 Jul 2021 - 31 Aug 2021
0.42%
30 Jun 2021 - 31 Jul 2021
0.43%
31 May 2021 - 30 Jun 2021
0.43%
30 Apr 2021 - 31 May 2021
0.43%
31 Mar 2021 - 30 Apr 2021
0.44%
28 Feb 2021 - 31 Mar 2021
0.45%
31 Jan 2021 - 28 Feb 2021
0.46%
31 Dec 2020 - 31 Jan 2021
0.45%
30 Nov 2020 - 31 Dec 2020
0.45%
31 Oct 2020 - 30 Nov 2020
0.45%
30 Sep 2020 - 31 Oct 2020
0.44%
31 Aug 2020 - 30 Sep 2020
0.44%
31 Jul 2020 - 31 Aug 2020
0.45%
30 Jun 2020 - 31 Jul 2020
0.44%
31 May 2020 - 30 Jun 2020
0.42%
30 Apr 2020 - 31 May 2020
0.42%
31 Mar 2020 - 30 Apr 2020
0.38%
29 Feb 2020 - 31 Mar 2020
0.44%
31 Jan 2020 - 29 Feb 2020
0.50%
31 Dec 2019 - 31 Jan 2020
0.50%
30 Nov 2019 - 31 Dec 2019
0.51%
31 Oct 2019 - 30 Nov 2019
0.48%
30 Sep 2019 - 31 Oct 2019
0.44%
31 Aug 2019 - 30 Sep 2019
0.44%
31 Jul 2019 - 31 Aug 2019
0.39%
30 Jun 2019 - 31 Jul 2019
0.39%
31 May 2019 - 30 Jun 2019
0.39%
30 Apr 2019 - 31 May 2019
0.39%
31 Mar 2019 - 30 Apr 2019
0.64%
28 Feb 2019 - 31 Mar 2019
0.62%
31 Jan 2019 - 28 Feb 2019
0.62%
31 Dec 2018 - 31 Jan 2019
0.52%
30 Nov 2018 - 31 Dec 2018
0.30%
31 Oct 2018 - 30 Nov 2018
0.31%
30 Sep 2018 - 31 Oct 2018
0.33%
31 Aug 2018 - 30 Sep 2018
0.33%
31 Jul 2018 - 31 Aug 2018
0.33%
30 Jun 2018 - 31 Jul 2018
0.33%
31 May 2018 - 30 Jun 2018
0.30%
30 Apr 2018 - 31 May 2018
0.30%
31 Mar 2018 - 30 Apr 2018
0.32%
28 Feb 2018 - 31 Mar 2018
0.47%
31 Jan 2018 - 28 Feb 2018
0.42%
31 Dec 2017 - 31 Jan 2018
0.33%
30 Nov 2017 - 31 Dec 2017
0.32%
31 Oct 2017 - 30 Nov 2017
0.32%
Expense ratio, exit load and taxExpense ratio: 0.27%Inclusive of GST
Exit loadFor units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra 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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Value Fund Series VII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Value Fund Series VIII Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Value Fund Series IX Direct   Growth
Sundaram Value Fund Series X Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Money Market Fund Direct   Growth
Sundaram Equity Savings Fund(Ex) Direct   Growth
Sundaram Overnight Fund Direct   Growth
Sundaram Equity Fund Direct   Growth
Sundaram Arbitrage Fund(Ex) Direct   Growth
Sundaram Balanced Advantage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
Sundaram Business Cycle Fund Direct   Growth
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
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Select Micro Cap Series I Direct Growth
Sundaram Select Micro Cap Series II Direct Growth
Sundaram Select Micro Cap Series III Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram World Brand Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Select Micro Cap Series XI Direct   Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct   Growth
Sundaram Select Micro Cap Series XII Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Select Small Cap Series V Direct   Growth
Sundaram Select Small Cap Series VI Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Services Fund Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Sundaram Equity Savings Fund(Ex) Direct   Growth
Sundaram Arbitrage Fund(Ex) Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram ELSS Tax Saver Fund Direct
Sundaram Multi Cap Fund Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
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
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Global Brand Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Nifty 100 Equal Weight Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Dividend Yield Fund Direct Growth
Fund house & investment objective
PRINCIPAL Mutual Fund
Rank (total assets)#24 in India
Total AUM₹7,817.63Cr
Date of Incorporation25 Nov 1994
    Sundaram Arbitrage Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund.     This scheme was made available to investors on 25 Nov 1994.     Rajat Jain is the Current Fund Manager of Sundaram Arbitrage Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹7,818 Cr and     the Latest NAV as of 04 Jan 2022 is ₹12.17.  

    The Sundaram Arbitrage Fund Direct Growth is rated Low risk.     Minimum SIP Investment is set to ₹2,000.          For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
  ;
Investment ObjectiveThe investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. There is no assurance or guarantee that the investment objective of the Scheme will be realized. 
 
;
Fund benchmarkNifty 50 Arbitrage Index
Scheme Information Document(SID)
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
E-mail
[email protected]
Website
www.principalindia.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Arbitrage Fund Direct Growth
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	2.9%	3.3%	3.0%	3.5%
Category average	7.3%	5.9%	5.1%	NA
Rank with in category	22	21	19	NA

Name	Sector	Instrument	Assets
Larsen & Toubro Ltd.	Construction	Equity	8.21%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	7.88%
Reliance Industries Ltd.	Energy	Equity	7.29%
Grasim Industries Ltd.	Construction	Equity	6.39%
Tech Mahindra Ltd.	Technology	Equity	6.23%
Reserve Bank of India	Financial	T-Bills	5.39%
ITC Ltd.	FMCG	Equity	4.77%
Aurobindo Pharma Ltd.	Healthcare	Equity	4.63%
JSW Steel Ltd.	Metals	Equity	4.43%
ICICI Bank Ltd.	Financial	Equity	3.97%
Reserve Bank of India	Financial	T-Bills	3.37%
DLF Ltd.	Construction	Equity	3.33%
LIC Housing Finance Ltd.	Financial	Equity	3.01%
Hindustan Unilever Ltd.	FMCG	Equity	2.81%
Reserve Bank of India	Financial	T-Bills	2.69%
State Bank of India	Financial	Equity	1.86%
HDFC Bank Ltd.	Financial	Equity	1.11%
Reserve Bank of India	Financial	T-Bills	0.13%
HDFC Bank Ltd.	Financial	Futures	-1.11%
State Bank of India	Financial	Futures	-1.87%
Hindustan Unilever Ltd.	FMCG	Futures	-2.82%
LIC Housing Finance Ltd.	Financial	Futures	-3.01%
DLF Ltd.	Construction	Futures	-3.35%
ICICI Bank Ltd.	Financial	Futures	-3.98%
JSW Steel Ltd.	Metals	Futures	-4.44%
Aurobindo Pharma Ltd.	Healthcare	Futures	-4.64%
ITC Ltd.	FMCG	Futures	-4.79%
Tech Mahindra Ltd.	Technology	Futures	-6.26%
Grasim Industries Ltd.	Construction	Futures	-6.41%
Reliance Industries Ltd.	Energy	Futures	-7.32%
Dr. Reddy's Laboratories Ltd.	Healthcare	Futures	-7.89%
Larsen & Toubro Ltd.	Construction	Futures	-8.23%

Rank (total assets)	#24 in India
Total AUM	₹7,817.63Cr

Date of Incorporation	25 Nov 1994

Fund benchmark	Nifty 50 Arbitrage Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹162.88Cr

Sundaram Arbitrage Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (32)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.27%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaJan 2022 - PresentView details

Rohit SeksariaJan 2022 - PresentView details

Ashish AggarwalJan 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Jan 2022 - Present
View details

Rohit Seksaria
Jan 2022 - Present
View details

Ashish Aggarwal
Jan 2022 - Present
View details