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Sundaram Arbitrage Fund Direct Growth
Hybrid
Arbitrage
Low Risk
+7.45%
3Y annualised
+0.02% 1D
NAV: 27 Feb '26
₹15.90
Min. for SIP
₹100
Fund size
₹354.54 Cr
Expense ratio
0.28%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,429 | +1.43% | |
| 1 year | ₹60,000 | ₹61,851 | +3.08% | |
| 3 years | ₹1,80,000 | ₹1,99,814 | +11.01% | |
| 5 years | ₹3,00,000 | ₹3,54,910 | +18.30% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sundaram Liquid Direct-Growth | NA | Mutual Fund | 8.29% |
| NA | NA | Mutual Fund | 7.41% |
| Reliance Industries Ltd. | Energy | Equity | 7.34% |
| ICICI Bank Ltd. | Financial | Equity | 6.69% |
| NHPC Ltd. | Energy | Equity | 4.31% |
| Deutsche Investments (I) Pvt. Ltd. | Financial | CP | 4.20% |
| Axis Bank Ltd. | Financial | Equity | 4.18% |
| HDFC Bank Ltd. | Financial | Equity | 3.76% |
| State Bank of India | Financial | Equity | 3.49% |
| Bajaj Finance Ltd. | Financial | Equity | 3.28% |
| REC Ltd. | Financial | Equity | 3.28% |
| ITC Ltd. | Consumer Staples | Equity | 3.07% |
| GOI | Sovereign | GOI Sec | 2.88% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.61% |
| 360 One Wam Ltd. | Financial | CP | 2.60% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.46% |
| Oil India Ltd. | Energy | Equity | 2.46% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.20% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.19% |
| Marico Ltd. | Consumer Staples | Equity | 2.15% |
| Ambuja Cements Ltd. | Construction | Equity | 1.66% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.55% |
| Reserve Bank of India | Financial | T-Bills | 1.41% |
| Reserve Bank of India | Financial | T-Bills | 1.41% |
| Max Financial Services Ltd. | Financial | Equity | 1.38% |
| Reserve Bank of India | Financial | T-Bills | 1.36% |
| Bharti Airtel Ltd. | Communication | Equity | 1.32% |
| Eternal Ltd. | Services | Equity | 1.22% |
| GAIL (India) Ltd. | Energy | Equity | 1.19% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.10% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.97% |
| Bank Of Baroda | Financial | Equity | 0.86% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.66% |
| Trent Ltd. | Services | Equity | 0.64% |
| Cipla Ltd. | Healthcare | Equity | 0.59% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.58% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.55% |
| Interglobe Aviation Ltd. | Services | Equity | 0.54% |
| Havells India Ltd. | Capital Goods | Equity | 0.54% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.52% |
| DLF Ltd. | Construction | Equity | 0.21% |
| BSE Ltd. | Services | Equity | 0.21% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.01% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.01% |
| BSE Ltd. | Services | Futures | -0.21% |
| DLF Ltd. | Construction | Futures | -0.21% |
| Britannia Industries Ltd. | Consumer Staples | Futures | -0.52% |
| Havells India Ltd. | Capital Goods | Futures | -0.55% |
| Interglobe Aviation Ltd. | Services | Futures | -0.55% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.55% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.58% |
| Cipla Ltd. | Healthcare | Futures | -0.59% |
| Trent Ltd. | Services | Futures | -0.64% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.67% |
| Bank Of Baroda | Financial | Futures | -0.87% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Futures | -0.97% |
| The Indian Hotels Company Ltd. | Services | Futures | -1.11% |
| GAIL (India) Ltd. | Energy | Futures | -1.19% |
| Eternal Ltd. | Services | Futures | -1.22% |
| Bharti Airtel Ltd. | Communication | Futures | -1.32% |
| Max Financial Services Ltd. | Financial | Futures | -1.39% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -1.54% |
| Ambuja Cements Ltd. | Construction | Futures | -1.67% |
| Marico Ltd. | Consumer Staples | Futures | -2.16% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -2.21% |
| Larsen & Toubro Ltd. | Construction | Futures | -2.21% |
| Oil India Ltd. | Energy | Futures | -2.42% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -2.47% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | -2.59% |
| ITC Ltd. | Consumer Staples | Futures | -3.08% |
| REC Ltd. | Financial | Futures | -3.24% |
| Bajaj Finance Ltd. | Financial | Futures | -3.32% |
| State Bank of India | Financial | Futures | -3.50% |
| HDFC Bank Ltd. | Financial | Futures | -3.78% |
| Axis Bank Ltd. | Financial | Futures | -4.19% |
| NHPC Ltd. | Energy | Futures | -4.28% |
| ICICI Bank Ltd. | Financial | Futures | -6.72% |
| Reliance Industries Ltd. | Energy | Futures | -7.36% |
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% | +7.5% | +6.2% | +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 | +7.06% | +7.80% | 28,593.32 | |
Tata Arbitrage Fund Direct Growth | +7.14% | +7.80% | 20,563.28 | |
Aditya Birla Sun Life Arbitrage Fund Direct Growth | +7.07% | +7.74% | 26,735.76 | |
Bandhan Arbitrage Fund Direct Growth | +6.84% | +7.68% | 8,828.63 | |
SBI Arbitrage Opportunities Fund Direct Growth | +6.93% | +7.66% | 43,574.28 | |
| 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 ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹15.90.
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₹75,674.20 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,