Sundaram Arbitrage Fund Direct Growth-0.04%

4
0.00%
1 Year Return
Hybrid
Arbitrage
All

Fund Details

Sundaram Arbitrage Fund Direct Growth

RiskModerately Low
Min SIP Amount₹100
Expense Ratio0.26%
NAV10.15 (02 Jul 2020)
Fund Started05 Feb 2020
Fund Size95 Cr

Comparison

Data not available
Pros
1. Lower expense ratio - 0.26%
Cons
1. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years
3. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity10.0%
Bharti Airtel Ltd.CommunicationEquity9.7%
Lupin Ltd.HealthcareEquity9.6%
Divi's Laboratories Ltd.HealthcareEquity6.3%
Indian Oil Corpn. Ltd.EnergyEquity5.3%
HDFC Bank Ltd.FinancialFixed Deposits5.2%
Federal Bank Ltd.FinancialEquity4.5%
National Thermal Power Corp. Ltd.EnergyEquity3.5%
Bajaj Finserv Ltd.FinancialEquity3.4%
Infosys Ltd.TechnologyEquity3.2%
See All

Fund Managers

addDwijendra Srivastava
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.
Funds Managed
addRohit Seksaria
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.
Funds Managed

Sundaram Arbitrage Fund Direct Growth Details

Sundaram Arbitrage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Feb 2020. S Bharath is the Current Fund Manager of Sundaram Arbitrage Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹95 Cr and the Latest NAV as of 02 Jul 2020 is ₹10.15.

The Sundaram Arbitrage Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 0.25% if redeemed within 15 days.

Investment Objective

The Scheme seeks to generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.

Tax Implications

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 0.25% if redeemed within 15 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
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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