Sundaram Arbitrage Fund Regular Dividend+0.04%

0.00%
1 Year Return
Hybrid
Arbitrage
6M
All

Fund Details

Sundaram Arbitrage Fund Regular Dividend

RiskModerately Low
Min SIP Amount₹100
Expense Ratio0.93%
NAV10.29 (30 Oct 2020)
Fund Started05 Feb 2020
Fund Size67 Cr

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Bharti Airtel Ltd.CommunicationEquity8.1%
HDFC Bank Ltd.FinancialFixed Deposits7.5%
Divi's Laboratories Ltd.HealthcareEquity7.1%
Reliance Industries Ltd.EnergyEquity5.9%
Maruti Suzuki India Ltd.AutomobileEquity5.5%
Bharat Electronics Ltd.EngineeringEquity5.5%
Federal Bank Ltd.FinancialEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.1%
MRF Ltd.AutomobileEquity3.1%
Indusind Bank Ltd.FinancialEquity2.5%
See All

Fund Managers

addDwijendra Srivastava
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.
Funds Managed
addS Bharath
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Funds Managed
addRohit Seksaria
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.
Funds Managed

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 ₹67 Cr and the Latest NAV as of 30 Oct 2020 is ₹10.29.

The Sundaram Arbitrage Fund Regular Dividend is rated Moderately 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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units more than 25% of the investments, an exit load of 0.25% if redeemed within 15 days.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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