Fund Details
Sundaram Arbitrage Fund Regular Dividend
| Risk | Low |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.93% |
| NAV | ₹10.34 (25 Jan 2021) |
|---|---|
| Fund Started | 05 Feb 2020 |
| Fund Size | ₹65 Cr |
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharat Electronics Ltd. | Engineering | Equity | 7.0% |
| Indusind Bank Ltd. | Financial | Equity | 6.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.0% |
| Bharti Airtel Ltd. | Communication | Equity | 5.3% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 5.0% |
| Ultratech Cement Ltd. | Construction | Equity | 4.4% |
| Reliance Industries Ltd. | Energy | Equity | 3.9% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 3.5% |
| Federal Bank Ltd. | Financial | Equity | 3.5% |
Fund Managers
Sundaram Arbitrage Fund Regular Dividend Details
Sundaram Arbitrage Fund Regular Dividend is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Feb 2020. Dwijendra Srivastava is the Current Fund Manager of Sundaram Arbitrage Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹65 Cr and the Latest NAV as of 25 Jan 2021 is ₹10.34.
The Sundaram Arbitrage Fund Regular Dividend is rated Low risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units more than 25% of the investments, an exit load of 0.25% if redeemed within 15 days.
Investment Objective
The Scheme seeks to generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Tax Implications
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.
