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Sundaram Arbitrage Fund Direct Growth
+7.17%
3Y annualised
-0.21% 1D
NAV: 27 Oct '26
₹16.59
Min. for SIP
₹100
Fund size (AUM)
₹538.54 Cr
Expense ratio
0.97%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,730 | +2.88% | |
| 3 years | ₹1,80,000 | ₹1,98,699 | +10.39% | |
| 5 years | ₹3,00,000 | ₹3,55,720 | +18.57% | |
| 10 years | ₹6,00,000 | ₹7,93,837 | +32.31% |
Holdings (112)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 71.81% |
| Sundaram Money Market Fund Direct - Growth | Unspecified | Mutual Fund | 9.58% |
| HDFC Bank Ltd | Financial | Equity | 7.96% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.56% |
| Ashok Leyland Ltd | Industrials | Equity | 6.28% |
| Bajaj Finance Ltd | Financial | Equity | 6.16% |
| Principal Cash Management Direct-Growth | Unspecified | Mutual Fund | 5.61% |
| GOVERNMENT OF INDIA 37116 364 DAYS TBILL 25FB27 FV RS 100 | Financial | Treasury Bills | 5.44% |
| ICICI Bank Ltd | Financial | Equity | 5.27% |
| Repo | Unspecified | Repo | 5.07% |
| Bharti Airtel Ltd | Technology | Equity | 4.42% |
| Axis Bank Ltd | Financial | Equity | 2.87% |
| NMDC Ltd | Materials | Equity | 2.80% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.46% |
| UPL Ltd | Materials | Equity | 2.20% |
| GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100 | Entities | GOI Securities | 1.87% |
| ITC Ltd | Consumer Staples | Equity | 1.84% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.84% |
| 360 ONE WAM LIMITED 364D CP 21JAN27 | Financial | Commercial Paper | 1.81% |
| GOVERNMENT OF INDIA 37437 364 DAYS TBILL 13MY27 FV RS 100 | Financial | Treasury Bills | 1.79% |
| Hindalco Industries Ltd | Materials | Equity | 1.42% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.40% |
| Zomato Ltd | Technology | Equity | 1.38% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.21% |
| Marico Ltd | Consumer Staples | Equity | 1.17% |
| GOVERNMENT OF INDIA 36814 364 DAYS TBILL 10DC26 FV RS 100 | Financial | Treasury Bills | 0.92% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.78% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.78% |
| Power Finance Corporation Ltd | Financial | Equity | 0.70% |
| Tata Steel Ltd | Materials | Equity | 0.70% |
| Swiggy Ltd. | Technology | Equity | 0.69% |
| One 97 Communications Ltd | Industrials | Equity | 0.68% |
| Tech Mahindra Ltd | Technology | Equity | 0.56% |
| Jio Financial Services Limited | Financial | Equity | 0.49% |
| Bank Of Baroda | Financial | Equity | 0.44% |
| Bandhan Bank Ltd | Financial | Equity | 0.42% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 0.40% |
| Havells India Ltd | Consumer Discretionary | Equity | 0.38% |
| Max Financial Services Ltd | Financial | Equity | 0.36% |
| RBL Bank Ltd | Financial | Equity | 0.36% |
| Angel One Ltd | Financial | Equity | 0.36% |
| Macrotech Developers Ltd | Real Estate | Equity | 0.36% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.35% |
| Astral Ltd | Industrials | Equity | 0.35% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.33% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.33% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.30% |
| KPIT Technologies Ltd | Technology | Equity | 0.29% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.23% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 0.20% |
| Kaynes Technology India Ltd | Industrials | Equity | 0.20% |
| Coal India Ltd | Materials | Equity | 0.19% |
| Dabur India Ltd | Consumer Staples | Equity | 0.18% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.17% |
| Ambuja Cements Ltd | Materials | Equity | 0.14% |
| Cipla Ltd | Healthcare | Equity | 0.06% |
| Bharat Electronics Ltd | Industrials | Equity | 0.02% |
| Indian Energy Exchange Ltd | Financial | Equity | 0.02% |
| Indian Energy Exchange Limited October 2026 Future | Financial | Futures | -0.02% |
| Bharat Electronics Limited October 2026 Future | Industrials | Futures | -0.02% |
| Larsen & Toubro Limited October 2026 Future | Industrials | Futures | -0.04% |
| Cipla Limited October 2026 Future | Healthcare | Futures | -0.06% |
| Ambuja Cements Limited October 2026 Future | Materials | Futures | -0.14% |
| Amber Enterprises India Limited October 2026 Future | Consumer Discretionary | Futures | -0.17% |
| Dabur India Limited October 2026 Future | Consumer Staples | Futures | -0.18% |
| Coal India Limited October 2026 Future | Materials | Futures | -0.19% |
| Kaynes Technology India Ltd OCT-2026 | Industrials | Futures | -0.19% |
| Adani Green Energy Limited October 2026 Future | Energy & Utilities | Futures | -0.20% |
| Maruti Suzuki India Limited October 2026 Future | Consumer Discretionary | Futures | -0.23% |
| HDFC Bank Limited November 2026 Future | Financial | Futures | -0.24% |
| KPIT Technologies Limited OCT-2026 | Technology | Futures | -0.29% |
| Ather Energy Limited October 2026 Future | Consumer Discretionary | Futures | -0.30% |
| Divi's Laboratories Limited October 2026 Future | Healthcare | Futures | -0.33% |
| Fortis Healthcare Limited October 2026 Future | Healthcare | Futures | -0.33% |
| Astral Limited October 2026 Future | Industrials | Futures | -0.35% |
| Bharat Dynamics Limited October 2026 Future | Industrials | Futures | -0.35% |
| Lodha Developers Limited October 2026 Future | Real Estate | Futures | -0.35% |
| Max Financial Services Limited October 2026 Future | Financial | Futures | -0.36% |
| Angel One Limited October 2026 Future | Financial | Futures | -0.36% |
| RBL Bank Limited October 2026 Future | Financial | Futures | -0.36% |
| Havells India Limited October 2026 Future | Consumer Discretionary | Futures | -0.38% |
| Adani Ports and Special Economic Zone Limited October 2026 Future | Industrials | Futures | -0.39% |
| Bandhan Bank Limited October 2026 Future | Financial | Futures | -0.42% |
| Bank of Baroda October 2026 Future | Financial | Futures | -0.44% |
| Jio Financial Services Limited October 2026 Future | Financial | Futures | -0.49% |
| Reliance Industries Limited November 2026 Future | Energy & Utilities | Futures | -0.50% |
| Tech Mahindra Limited October 2026 Future | Technology | Futures | -0.56% |
| One 97 Communications Limited October 2026 Future | Industrials | Futures | -0.68% |
| Swiggy Limited October 2026 Future | Technology | Futures | -0.69% |
| Tata Steel Limited October 2026 Future | Materials | Futures | -0.70% |
| Power Finance Corporation Limited October 2026 Future | Financial | Futures | -0.71% |
| ICICI Lombard General Insurance Company Ltd OCT-2026 | Financial | Futures | -0.77% |
| The Indian Hotels Company Limited October 2026 Future | Consumer Discretionary | Futures | -0.79% |
| Marico Limited October 2026 Future | Consumer Staples | Futures | -1.19% |
| Kotak Mahindra Bank Limited October 2026 Future | Financial | Futures | -1.21% |
| Bajaj Finance Limited November 2026 Future | Financial | Futures | -1.26% |
| Eternal Limited October 2026 Future | Technology | Futures | -1.38% |
| Mahindra & Mahindra Limited November 2026 Future | Consumer Discretionary | Futures | -1.41% |
| Hindalco Industries Limited October 2026 Future | Materials | Futures | -1.43% |
| ITC Limited October 2026 Future | Consumer Staples | Futures | -1.85% |
| TVS Motor Company Limited October 2026 Future | Consumer Discretionary | Futures | -1.86% |
| UPL Limited October 2026 Future | Materials | Futures | -2.20% |
| Larsen & Toubro Limited November 2026 Future | Industrials | Futures | -2.43% |
| NMDC Limited October 2026 Future | Materials | Futures | -2.80% |
| Axis Bank Limited October 2026 Future | Financial | Futures | -2.88% |
| Net Payables | Unspecified | Net Payables | -3.55% |
| Bharti Airtel Limited October 2026 Future | Technology | Futures | -4.44% |
| Bajaj Finance Limited October 2026 Future | Financial | Futures | -4.95% |
| ICICI Bank Limited October 2026 Future | Financial | Futures | -5.30% |
| Ashok Leyland Limited October 2026 Future | Industrials | Futures | -6.34% |
| Reliance Industries Limited October 2026 Future | Energy & Utilities | Futures | -7.09% |
| HDFC Bank Limited October 2026 Future | Financial | Futures | -7.80% |
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 | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.2% | +6.5% | +5.1% | +5.2% |
| Category average (Hybrid Arbitrage) | +7.2% | +6.7% | +6.1% | +6.8% |
| Rank (Hybrid Arbitrage) | 16 | 20 | 15 | -- |
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) | |
|---|---|---|---|---|
 | +6.71% | +7.42% | 30,395.97 | |
 | +6.63% | +7.42% | 24,539.33 | |
| +6.62% | +7.17% | 538.54 | |
 | +7.02% | -- | 819.88 | |
 | +6.86% | -- | 3,434.03 | |
| Compare | ||||
Fund management
RSRohit SeksariaJan 2022 - PresentView details
RS
Rohit Seksaria
Jan 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - 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. Rohit Seksaria is the Current Fund Manager of Sundaram Arbitrage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹77,566 Cr and the Latest NAV as of 27 Oct 2026 is ₹16.59.
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₹77,566.02 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,