Sundaram Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low Risk
7.05%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Apr 2025₹15.07
Min. SIP amount₹100
Rating2
Fund size₹289.87Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.0%7.0%5.7%5.0%
Category average7.2%6.5%5.3%NA
Rank with in category141919NA
Understand terms

Peer Comparison

Holdings (87)

NameSectorInstrumentAssets
NA
NAMutual Fund8.76%
Sundaram Liquid Direct-Growth
NAMutual Fund8.67%
EnergyEquity8.36%
FinancialEquity7.23%
FinancialEquity4.61%
SovereignGOI Sec3.52%
CommunicationEquity3.29%
Consumer StaplesEquity3.23%
AutomobileEquity2.92%
ConstructionEquity2.67%
TechnologyEquity2.48%
FinancialEquity2.35%
ConstructionEquity2.26%
ServicesEquity2.20%
ConstructionEquity2.01%
HealthcareEquity1.97%
Metals & MiningEquity1.91%
TechnologyEquity1.73%
Reserve Bank of India
FinancialT-Bills1.72%
Reserve Bank of India
FinancialT-Bills1.72%
Reserve Bank of India
FinancialT-Bills1.72%
Reserve Bank of India
FinancialT-Bills1.68%
ServicesEquity1.58%
CommunicationEquity1.36%
Consumer DiscretionaryEquity1.33%
FinancialEquity1.33%
FinancialEquity1.26%
FinancialEquity1.25%
CommunicationEquity1.19%
FinancialEquity1.05%
EnergyEquity0.96%
HealthcareEquity0.81%
Metals & MiningEquity0.73%
Metals & MiningEquity0.70%
InsuranceEquity0.66%
FinancialEquity0.66%
HealthcareEquity0.53%
FinancialEquity0.52%
FinancialEquity0.45%
ServicesEquity0.41%
AutomobileEquity0.35%
FinancialEquity0.24%
EnergyEquity0.22%
EnergyEquity0.17%
EnergyEquity0.09%
Capital GoodsEquity0.06%
ChemicalsEquity0.04%
Aarti Industries Ltd.
ChemicalsFutures-0.04%
Kei Industries Ltd.
Capital GoodsFutures-0.06%
Indian Oil Corporation Ltd.
EnergyFutures-0.09%
NTPC Ltd.
EnergyFutures-0.17%
Coal India Ltd.
EnergyFutures-0.22%
Bajaj Finserv Ltd.
FinancialFutures-0.24%
Mahindra & Mahindra Ltd.
AutomobileFutures-0.36%
Aditya Birla Fashion and Retail Ltd.
ServicesFutures-0.41%
HDFC Bank Ltd.
FinancialFutures-0.45%
Canara Bank
FinancialFutures-0.52%
Aurobindo Pharma Ltd.
HealthcareFutures-0.53%
Aditya Birla Capital Ltd.
FinancialFutures-0.66%
SBI Life Insurance Company Ltd.
InsuranceFutures-0.66%
Vedanta Ltd.
Metals & MiningFutures-0.70%
Tata Steel Ltd.
Metals & MiningFutures-0.74%
Cipla Ltd.
HealthcareFutures-0.81%
Tata Power Company Ltd.
EnergyFutures-0.97%
Kotak Mahindra Bank Ltd.
FinancialFutures-1.05%
HFCL Ltd.
CommunicationFutures-1.20%
Bank Of Baroda
FinancialFutures-1.25%
State Bank of India
FinancialFutures-1.26%
Punjab National Bank
FinancialFutures-1.33%
Titan Company Ltd.
Consumer DiscretionaryFutures-1.34%
Bharti Airtel Ltd.
CommunicationFutures-1.37%
The Indian Hotels Company Ltd.
ServicesFutures-1.58%
Infosys Ltd.
TechnologyFutures-1.74%
Hindalco Industries Ltd.
Metals & MiningFutures-1.92%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures-1.97%
DLF Ltd.
ConstructionFutures-2.02%
Adani Enterprises Ltd.
ServicesFutures-2.21%
Larsen & Toubro Ltd.
ConstructionFutures-2.26%
Bajaj Finance Ltd.
FinancialFutures-2.36%
Tata Consultancy Services Ltd.
TechnologyFutures-2.49%
Ambuja Cements Ltd.
ConstructionFutures-2.68%
Tata Motors Ltd.
AutomobileFutures-2.93%
ITC Ltd.
Consumer StaplesFutures-3.25%
Indus Towers Ltd.
CommunicationFutures-3.31%
Axis Bank Ltd.
FinancialFutures-4.62%
ICICI Bank Ltd.
FinancialFutures-7.27%
Reliance Industries Ltd.
EnergyFutures-8.40%
See All

Pros and cons

Category: Hybrid Arbitrage

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.25%
Higher alpha: 1.88 The fund has generated returns higher than benchmark - NIFTY 50 Arbitrage Total Return Index - in the last 3Y

Cons

Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.25%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Dwijendra 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

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram 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,

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