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NAV: 30 Oct 2025
₹13.44
Rating
2
Min. SIP amount
₹100
Fund size
₹316.44Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (96)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
NA | NA | Mutual Fund | 8.15% |
Reliance Industries Ltd. | Energy | Equity | 8.04% |
ICICI Bank Ltd. | Financial | Equity | 6.74% |
ITC Ltd. | Consumer Staples | Equity | 5.93% |
Bajaj Finance Ltd. | Financial | Equity | 3.95% |
Axis Bank Ltd. | Financial | Equity | 3.87% |
HDFC Bank Ltd. | Financial | Equity | 3.70% |
GOI | Sovereign | GOI Sec | 3.24% |
Tata Consultancy Services Ltd. | Technology | Equity | 3.23% |
Reserve Bank of India | Financial | T-Bills | 3.13% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.95% |
State Bank of India | Financial | Equity | 2.75% |
Larsen & Toubro Ltd. | Construction | Equity | 2.29% |
Adani Enterprises Ltd. | Services | Equity | 2.19% |
Bharti Airtel Ltd. | Communication | Equity | 2.09% |
Ambuja Cements Ltd. | Construction | Equity | 2.08% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 1.96% |
RBL Bank Ltd. | Financial | Equity | 1.67% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.66% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 1.61% |
Reserve Bank of India | Financial | T-Bills | 1.55% |
Reserve Bank of India | Financial | T-Bills | 1.55% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.53% |
Max Financial Services Ltd. | Financial | Equity | 1.51% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 1.44% |
The Indian Hotels Company Ltd. | Services | Equity | 1.32% |
Indusind Bank Ltd. | Financial | Equity | 1.09% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.00% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.95% |
BSE Ltd. | Services | Equity | 0.87% |
Bank Of Baroda | Financial | Equity | 0.84% |
Cipla Ltd. | Healthcare | Equity | 0.75% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.73% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.70% |
Punjab National Bank | Financial | Equity | 0.68% |
Indus Towers Ltd. | Communication | Equity | 0.68% |
Eternal Ltd. | Services | Equity | 0.67% |
Canara Bank | Financial | Equity | 0.66% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.61% |
Sammaan Capital Ltd. | Financial | Equity | 0.48% |
PNB Housing Finance Ltd. | Financial | Equity | 0.43% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.41% |
Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.38% |
JSW Energy Ltd. | Capital Goods | Equity | 0.30% |
DLF Ltd. | Construction | Equity | 0.26% |
Bajaj Finserv Ltd. | Financial | Equity | 0.22% |
The Federal Bank Ltd. | Financial | Equity | 0.15% |
Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.05% |
Divi's Laboratories Ltd. | Healthcare | Equity | 0.04% |
Siemens Ltd. | Capital Goods | Equity | 0.02% |
Nestle India Ltd. | Consumer Staples | Equity | 0.02% |
Nestle India Ltd. | Consumer Staples | Futures | -0.02% |
Siemens Ltd. | Capital Goods | Futures | -0.02% |
Divi's Laboratories Ltd. | Healthcare | Futures | -0.04% |
Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.05% |
The Federal Bank Ltd. | Financial | Futures | -0.15% |
Bajaj Finserv Ltd. | Financial | Futures | -0.22% |
DLF Ltd. | Construction | Futures | -0.26% |
JSW Energy Ltd. | Capital Goods | Futures | -0.30% |
Tata Motors Passenger Vehicles Ltd. | Automobile | Futures | -0.38% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -0.41% |
PNB Housing Finance Ltd. | Financial | Futures | -0.43% |
Sammaan Capital Ltd. | Financial | Futures | -0.48% |
Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.61% |
Canara Bank | Financial | Futures | -0.66% |
Eternal Ltd. | Services | Futures | -0.68% |
Indus Towers Ltd. | Communication | Futures | -0.69% |
Punjab National Bank | Financial | Futures | -0.69% |
SBI Life Insurance Company Ltd. | Insurance | Futures | -0.70% |
Tata Steel Ltd. | Metals & Mining | Futures | -0.74% |
Cipla Ltd. | Healthcare | Futures | -0.75% |
Bank Of Baroda | Financial | Futures | -0.84% |
BSE Ltd. | Services | Futures | -0.88% |
Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.95% |
Hindustan Unilever Ltd. | Consumer Staples | Futures | -1.01% |
Indusind Bank Ltd. | Financial | Futures | -1.10% |
The Indian Hotels Company Ltd. | Services | Futures | -1.33% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -1.44% |
Max Financial Services Ltd. | Financial | Futures | -1.52% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -1.54% |
Bharat Dynamics Ltd. | Capital Goods | Futures | -1.62% |
Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -1.67% |
RBL Bank Ltd. | Financial | Futures | -1.68% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -1.97% |
Ambuja Cements Ltd. | Construction | Futures | -2.09% |
Bharti Airtel Ltd. | Communication | Futures | -2.10% |
Adani Enterprises Ltd. | Services | Futures | -2.20% |
Larsen & Toubro Ltd. | Construction | Futures | -2.30% |
State Bank of India | Financial | Futures | -2.76% |
Tata Consultancy Services Ltd. | Technology | Futures | -3.24% |
HDFC Bank Ltd. | Financial | Futures | -3.72% |
Axis Bank Ltd. | Financial | Futures | -3.89% |
Bajaj Finance Ltd. | Financial | Futures | -3.98% |
ITC Ltd. | Consumer Staples | Futures | -5.97% |
ICICI Bank Ltd. | Financial | Futures | -6.79% |
Reliance Industries Ltd. | Energy | Futures | -8.09% |
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 | 7.2% | 7.4% | 5.9% | 5.0% |
| Category average | 6.2% | 6.8% | 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 IDCW | 5 | 7.2% | 7.8% | 27,022.81 |
Kotak Arbitrage Fund Direct IDCW Monthly | 4 | 7.2% | 7.8% | 71,517.53 |
Aditya Birla Sun Life Arbitrage Fund Direct IDCW | 4 | 7.3% | 7.7% | 22,618.88 |
SBI Arbitrage Opportunities Fund Direct IDCW | 4 | 7.1% | 7.7% | 39,217.39 |
Nippon India Arbitrage Fund Direct IDCW | 4 | 7.0% | 7.7% | 15,516.06 |
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%
Higher alpha: 1.68
The fund has generated returns higher than benchmark - NIFTY 50 Arbitrage Total Return Index - in the last 3Y
Cons
Low rating: 2
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Sundaram Arbitrage Fund Direct IDCW Monthly
VS
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