Sundaram Arbitrage Fund(Ex) Direct IDCW

Hybrid
Arbitrage
Low to Moderate Risk
Payout
0.10%
1M return
-0.01% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹10.80
Min. SIP amountNot Supported
RatingNA
Fund size₹83.34Cr

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
Absolute returns
3M6M1YAll
Fund returns0.6%1.4%4.0%8.1%
Category averageNANA3.3%NA
Rank with in category252319NA
Understand terms

Holdings (28)

NameSectorInstrumentAssets
Axis Bank Ltd.FinancialEquity7.3%
Reliance Industries Ltd.EnergyEquity6.1%
State Bank of IndiaFinancialEquity3.7%
Jindal Steel & Power Ltd.MetalsEquity3.7%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.6%
ITC Ltd.FMCGEquity3.5%
Hindustan Unilever Ltd.FMCGEquity3.4%
Indraprastha Gas Ltd.EnergyEquity3.2%
Hindalco Industries Ltd.MetalsEquity3.1%
SBI Cards & Payments Services Ltd.FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 0.25% if redeemed 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
Feb 2020 - 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

S Bharath
Jan 2020 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Rohit Seksaria
Jan 2020 - 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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Sundaram Arbitrage Fund(Ex) Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.3.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI