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NAV: 21 Nov 2025
₹15.61
Rating
2
Min. SIP amount
₹100
Fund size
₹331.15Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (100)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 8.37% |
NA | NA | Mutual Fund | 7.83% |
ICICI Bank Ltd. | Financial | Equity | 6.43% |
ITC Ltd. | Consumer Staples | Equity | 5.93% |
Axis Bank Ltd. | Financial | Equity | 4.03% |
Bajaj Finance Ltd. | Financial | Equity | 3.94% |
HDFC Bank Ltd. | Financial | Equity | 3.67% |
State Bank of India | Financial | Equity | 3.25% |
GOI | Sovereign | GOI Sec | 3.10% |
Reserve Bank of India | Financial | T-Bills | 3.01% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.83% |
Larsen & Toubro Ltd. | Construction | Equity | 2.41% |
Bharti Airtel Ltd. | Communication | Equity | 2.18% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 2.08% |
Adani Enterprises Ltd. | Services | Equity | 2.07% |
Ambuja Cements Ltd. | Construction | Equity | 1.97% |
Hero Motocorp Ltd. | Automobile | Equity | 1.86% |
National Aluminium Company Ltd. | Metals & Mining | Equity | 1.70% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.68% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 1.58% |
Reserve Bank of India | Financial | T-Bills | 1.49% |
Reserve Bank of India | Financial | T-Bills | 1.49% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.45% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.44% |
Max Financial Services Ltd. | Financial | Equity | 1.42% |
RBL Bank Ltd. | Financial | Equity | 1.35% |
The Indian Hotels Company Ltd. | Services | Equity | 1.30% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 1.22% |
REC Ltd. | Financial | Equity | 1.21% |
Indusind Bank Ltd. | Financial | Equity | 1.13% |
BSE Ltd. | Services | Equity | 1.01% |
Indian Railway Catering & Tourism Corporation Ltd. | Services | Equity | 1.01% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.94% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.94% |
Bank Of Baroda | Financial | Equity | 0.86% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.76% |
Cipla Ltd. | Healthcare | Equity | 0.71% |
Punjab National Bank | Financial | Equity | 0.71% |
Canara Bank | Financial | Equity | 0.70% |
Indus Towers Ltd. | Communication | Equity | 0.69% |
Eternal Ltd. | Services | Equity | 0.63% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.60% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.55% |
Sammaan Capital Ltd. | Financial | Equity | 0.54% |
Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.53% |
PNB Housing Finance Ltd. | Financial | Equity | 0.44% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.40% |
JSW Energy Ltd. | Capital Goods | Equity | 0.29% |
DLF Ltd. | Construction | Equity | 0.26% |
Page Industries Ltd. | Textiles | Equity | 0.24% |
Bajaj Finserv Ltd. | Financial | Equity | 0.22% |
Divi's Laboratories Ltd. | Healthcare | Equity | 0.04% |
Nestle India Ltd. | Consumer Staples | Equity | 0.02% |
Nestle India Ltd. | Consumer Staples | Futures | -0.02% |
Divi's Laboratories Ltd. | Healthcare | Futures | -0.04% |
Bajaj Finserv Ltd. | Financial | Futures | -0.22% |
Page Industries Ltd. | Textiles | Futures | -0.24% |
DLF Ltd. | Construction | Futures | -0.27% |
JSW Energy Ltd. | Capital Goods | Futures | -0.29% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -0.40% |
PNB Housing Finance Ltd. | Financial | Futures | -0.44% |
Amber Enterprises India Ltd. | Consumer Discretionary | Futures | -0.53% |
Sammaan Capital Ltd. | Financial | Futures | -0.54% |
Britannia Industries Ltd. | Consumer Staples | Futures | -0.55% |
Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.60% |
Eternal Ltd. | Services | Futures | -0.63% |
Indus Towers Ltd. | Communication | Futures | -0.70% |
Canara Bank | Financial | Futures | -0.70% |
Punjab National Bank | Financial | Futures | -0.72% |
Cipla Ltd. | Healthcare | Futures | -0.72% |
Tata Steel Ltd. | Metals & Mining | Futures | -0.76% |
Bank Of Baroda | Financial | Futures | -0.86% |
Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.94% |
Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.94% |
Indian Railway Catering & Tourism Corporation Ltd. | Services | Futures | -1.01% |
BSE Ltd. | Services | Futures | -1.02% |
Indusind Bank Ltd. | Financial | Futures | -1.13% |
Power Grid Corporation Of India Ltd. | Energy | Futures | -1.21% |
REC Ltd. | Financial | Futures | -1.22% |
The Indian Hotels Company Ltd. | Services | Futures | -1.31% |
RBL Bank Ltd. | Financial | Futures | -1.35% |
Max Financial Services Ltd. | Financial | Futures | -1.43% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -1.45% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -1.46% |
Bharat Dynamics Ltd. | Capital Goods | Futures | -1.59% |
Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -1.69% |
National Aluminium Company Ltd. | Metals & Mining | Futures | -1.70% |
Hero Motocorp Ltd. | Automobile | Futures | -1.87% |
Ambuja Cements Ltd. | Construction | Futures | -1.98% |
Adani Enterprises Ltd. | Services | Futures | -2.08% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -2.09% |
Bharti Airtel Ltd. | Communication | Futures | -2.19% |
Larsen & Toubro Ltd. | Construction | Futures | -2.42% |
State Bank of India | Financial | Futures | -3.27% |
HDFC Bank Ltd. | Financial | Futures | -3.70% |
Bajaj Finance Ltd. | Financial | Futures | -3.97% |
Axis Bank Ltd. | Financial | Futures | -4.05% |
ITC Ltd. | Consumer Staples | Futures | -5.97% |
ICICI Bank Ltd. | Financial | Futures | -6.47% |
Reliance Industries Ltd. | Energy | Futures | -8.43% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Hybrid Arbitrage
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.0% | 7.5% | 6.0% | 5.0% |
| Category average | 6.2% | 6.9% | 5.5% | NA |
| Rank with in category | 10 | 18 | 20 | NA |
Understand terms
Peer Comparison
| Hybrid, Arbitrage funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Arbitrage Fund Direct Growth | 5 | 7.2% | 7.9% | 27,150.96 |
Tata Arbitrage Fund Direct Growth | 5 | 7.2% | 7.9% | 20,106.78 |
Aditya Birla Sun Life Arbitrage Fund Direct Growth | 4 | 7.2% | 7.8% | 24,255.89 |
SBI Arbitrage Opportunities Fund Direct Growth | 4 | 7.0% | 7.8% | 39,858.59 |
Bandhan Arbitrage Fund Direct Growth | 4 | 7.0% | 7.8% | 8,747.55 |
Expense ratio, exit load and tax
Expense ratio: 0.17%
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
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%.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
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 SeksariaJan 2022 - PresentView details
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
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Hybrid Arbitrage
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.17%
Cons
Low rating: 2
Compare funds
Sundaram Arbitrage Fund Direct Growth
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