Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Arbitrage Fund Direct Growth

Sundaram Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low to Moderate Risk
4.34%
1Y return
-0.04% 1D
1M
6M
1Y
All
NAV: 27 Sep 2021₹10.74
Min. SIP amount₹100
RatingNA
Fund size₹89.98 Cr

Returns and rankings

Category: Hybrid Arbitrage
Absolute returns
3M6M1YAll
Fund returns0.8%2.4%4.3%7.4%
Category averageNANA3.3%NA
Rank with in category2039NA
Understand termsinfo

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity6.6%
EnergyEquity6.3%
FinancialEquity4.4%
FMCGEquity4.3%
MetalsEquity3.8%
EnergyEquity3.3%
HealthcareEquity3.3%
FinancialEquity3.2%
FMCGEquity3.1%
Shriram Transport Finance Company Ltd.
FinancialEquity3.1%
See All

Pros and cons

info
Category: Hybrid Arbitrage
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Pros

Lower expense ratio - 0.25%
1Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
Age is less than 3 years

Expense ratio, exit load and tax

Expense ratio: 0.25%

Inclusive of GST

Exit load

For units more than 25% of the investments, an exit load of 0.25% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
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
Feb 2020 - Present
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S Bharath
Jan 2020 - Present
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Rohit Seksaria
Jan 2020 - Present
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Fund house & investment objective

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Fund house contact details

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