Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Sundaram Arbitrage Fund Direct Growth
Hybrid
Arbitrage
Low Risk
+7.44%
3Y annualised
+0.03% 1D
NAV: 16 Jan '26
₹15.77
Min. SIP amount
₹100
Fund size
₹321.40 Cr
Expense ratio
0.29%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,837 | +3.06% | |
| 3 years | ₹1,80,000 | ₹1,99,860 | +11.03% | |
| 5 years | ₹3,00,000 | ₹3,54,524 | +18.17% |
Holdings (88)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.11% |
| NA | NA | Mutual Fund | 8.14% |
| ICICI Bank Ltd. | Financial | Equity | 7.31% |
| ITC Ltd. | Consumer Staples | Equity | 5.86% |
| HDFC Bank Ltd. | Financial | Equity | 4.43% |
| Axis Bank Ltd. | Financial | Equity | 4.27% |
| Bajaj Finance Ltd. | Financial | Equity | 3.85% |
| Vedanta Ltd. | Metals & Mining | Equity | 3.72% |
| State Bank of India | Financial | Equity | 3.51% |
| GOI | Sovereign | GOI Sec | 3.19% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.93% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.51% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.35% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.24% |
| Ambuja Cements Ltd. | Construction | Equity | 2.00% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.99% |
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 1.96% |
| Max Financial Services Ltd. | Financial | Equity | 1.58% |
| Bharti Airtel Ltd. | Communication | Equity | 1.56% |
| Reserve Bank of India | Financial | T-Bills | 1.55% |
| Reserve Bank of India | Financial | T-Bills | 1.55% |
| Reserve Bank of India | Financial | T-Bills | 1.54% |
| Reserve Bank of India | Financial | T-Bills | 1.50% |
| REC Ltd. | Financial | Equity | 1.43% |
| Eternal Ltd. | Services | Equity | 1.36% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.33% |
| Indusind Bank Ltd. | Financial | Equity | 1.26% |
| Angel One Ltd. | Financial | Equity | 1.24% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.19% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.16% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.98% |
| Bank Of Baroda | Financial | Equity | 0.94% |
| Oil India Ltd. | Energy | Equity | 0.91% |
| Indus Towers Ltd. | Communication | Equity | 0.82% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.78% |
| Cipla Ltd. | Healthcare | Equity | 0.74% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.73% |
| Havells India Ltd. | Capital Goods | Equity | 0.67% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.63% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.59% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.46% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.27% |
| DLF Ltd. | Construction | Equity | 0.25% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.22% |
| RBL Bank Ltd. | Financial | Equity | 0.19% |
| Sammaan Capital Ltd. | Financial | Equity | 0.18% |
| Sammaan Capital Ltd. | Financial | Futures | -0.18% |
| RBL Bank Ltd. | Financial | Futures | -0.19% |
| BSE Ltd. | Services | Futures | -0.22% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.22% |
| DLF Ltd. | Construction | Futures | -0.25% |
| JSW Energy Ltd. | Capital Goods | Futures | -0.27% |
| PNB Housing Finance Ltd. | Financial | Futures | -0.46% |
| Britannia Industries Ltd. | Consumer Staples | Futures | -0.59% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.64% |
| Havells India Ltd. | Capital Goods | Futures | -0.67% |
| REC Ltd. | Financial | Futures | -0.69% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.73% |
| Cipla Ltd. | Healthcare | Futures | -0.74% |
| REC Ltd. | Financial | Futures | -0.75% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.79% |
| Indus Towers Ltd. | Communication | Futures | -0.82% |
| Oil India Ltd. | Energy | Futures | -0.91% |
| Bank Of Baroda | Financial | Futures | -0.95% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.98% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -1.16% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Futures | -1.19% |
| Angel One Ltd. | Financial | Futures | -1.24% |
| Indusind Bank Ltd. | Financial | Futures | -1.27% |
| The Indian Hotels Company Ltd. | Services | Futures | -1.34% |
| Eternal Ltd. | Services | Futures | -1.37% |
| ITC Ltd. | Consumer Staples | Futures | -1.42% |
| Bharti Airtel Ltd. | Communication | Futures | -1.57% |
| Max Financial Services Ltd. | Financial | Futures | -1.59% |
| Hero Motocorp Ltd. | Automobile | Futures | -2.00% |
| Ambuja Cements Ltd. | Construction | Futures | -2.01% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -2.25% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | -2.36% |
| Larsen & Toubro Ltd. | Construction | Futures | -2.53% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -2.94% |
| State Bank of India | Financial | Futures | -3.52% |
| Vedanta Ltd. | Metals & Mining | Futures | -3.73% |
| Bajaj Finance Ltd. | Financial | Futures | -3.87% |
| Axis Bank Ltd. | Financial | Futures | -4.29% |
| HDFC Bank Ltd. | Financial | Futures | -4.45% |
| ITC Ltd. | Consumer Staples | Futures | -4.46% |
| ICICI Bank Ltd. | Financial | Futures | -7.35% |
| Reliance Industries Ltd. | Energy | Futures | -9.16% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +7.0% | +7.4% | +6.1% | +5.1% |
| Category average (Hybrid Arbitrage) | +6.1% | +6.8% | +5.6% | -- |
| Rank (Hybrid Arbitrage) | 8 | 19 | 20 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Invesco India Arbitrage Fund Direct Growth | +7.10% | +7.84% | 27,399.88 | |
Tata Arbitrage Fund Direct Growth | +7.21% | +7.83% | 20,013.43 | |
Aditya Birla Sun Life Arbitrage Fund Direct Growth | +7.13% | +7.77% | 25,396.48 | |
Bandhan Arbitrage Fund Direct Growth | +6.91% | +7.71% | 8,967.81 | |
SBI Arbitrage Opportunities Fund Direct Growth | +6.98% | +7.71% | 41,713.82 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
About Sundaram Arbitrage Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Arbitrage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹15.77.
The Sundaram Arbitrage Fund Direct Growth is rated Low risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
;
Investment Objective
The scheme seeks 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.;
Fund benchmarkNIFTY 50 Arbitrage Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,