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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Arbitrage Fund Regular IDCW Monthly

Sundaram Arbitrage Fund Regular IDCW Monthly

Hybrid
Arbitrage
Low Risk
2.76%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jan 2022₹10.38
Min. SIP amountNA
Rating1
Fund size₹89.01Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.4%2.8%2.5%2.9%
Category average3.3%4.7%5.2%NA
Rank with in category252017NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
FinancialEquity9.3%
EnergyEquity5.7%
MetalsEquity3.8%
FinancialEquity3.5%
FMCGEquity3.3%
FinancialEquity3.2%
FMCGEquity3.2%
HealthcareEquity3.0%
FinancialEquity2.5%
ServicesEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.85%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 30 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

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details
Rohit Seksaria
Jan 2022 - Present
View details
Ashish Aggarwal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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