Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth

+6.68%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Apr '26
₹15.13
Min. for SIP
₹100
Fund size (AUM)
₹412.03 Cr
Expense ratio
1.00%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,650
+2.75%
3 years₹1,80,000₹1,97,445
+9.69%
5 years₹3,00,000₹3,49,164
+16.39%
10 years₹6,00,000₹7,62,724
+27.12%

Holdings (76)

NameSectorInstrumentsAssets
----Mutual Fund7.41%
Reserve Bank of IndiaFinancialT-Bills6.93%
Bajaj Finance Ltd.FinancialEquity6.19%
Reliance Industries Ltd.EnergyEquity6.08%
HDFC Bank Ltd.FinancialEquity5.42%
ICICI Bank Ltd.FinancialEquity5.12%
State Bank of IndiaFinancialEquity4.30%
Sundaram Liquid Direct-Growth--Mutual Fund3.97%
Reserve Bank of IndiaFinancialT-Bills3.56%
REC Ltd.FinancialEquity3.30%
Axis Bank Ltd.FinancialEquity3.05%
Ashok Leyland Ltd.AutomobileEquity2.71%
GOISovereignGOI Sec2.47%
TVS Motor Company Ltd.AutomobileEquity2.40%
IIFL Finance Ltd.FinancialCP2.39%
ITC Ltd.Consumer StaplesEquity2.36%
360 One Wam Ltd.FinancialCP2.27%
National Aluminium Company Ltd.Metals & MiningEquity2.25%
Marico Ltd.Consumer StaplesEquity1.86%
Kotak Mahindra Bank Ltd.FinancialEquity1.84%
Hindalco Industries Ltd.Metals & MiningEquity1.74%
Larsen & Toubro Ltd.ConstructionEquity1.68%
Power Grid Corporation Of India Ltd.EnergyEquity1.54%
NHPC Ltd.EnergyEquity1.29%
Reserve Bank of IndiaFinancialT-Bills1.18%
Ambuja Cements Ltd.ConstructionEquity1.12%
Max Financial Services Ltd.FinancialEquity1.10%
Bharti Airtel Ltd.CommunicationEquity1.03%
Eternal Ltd.ServicesEquity0.88%
GAIL (India) Ltd.EnergyEquity0.84%
Indian Energy Exchange Ltd.ServicesEquity0.84%
The Indian Hotels Company Ltd.ServicesEquity0.80%
Bank Of BarodaFinancialEquity0.62%
Mahindra & Mahindra Ltd.AutomobileEquity0.49%
Trent Ltd.ServicesEquity0.48%
Cipla Ltd.HealthcareEquity0.47%
Havells India Ltd.Capital GoodsEquity0.43%
Tata Consumer Products Ltd.Consumer StaplesEquity0.42%
Maruti Suzuki India Ltd.AutomobileEquity0.42%
Britannia Industries Ltd.Consumer StaplesEquity0.41%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity0.20%
Colgate-Palmolive (India) Ltd.Consumer StaplesFutures-0.20%
Britannia Industries Ltd.Consumer StaplesFutures-0.41%
Maruti Suzuki India Ltd.AutomobileFutures-0.42%
Tata Consumer Products Ltd.Consumer StaplesFutures-0.42%
Havells India Ltd.Capital GoodsFutures-0.43%
Cipla Ltd.HealthcareFutures-0.47%
Trent Ltd.ServicesFutures-0.48%
Mahindra & Mahindra Ltd.AutomobileFutures-0.49%
Bank Of BarodaFinancialFutures-0.62%
The Indian Hotels Company Ltd.ServicesFutures-0.81%
Indian Energy Exchange Ltd.ServicesFutures-0.84%
GAIL (India) Ltd.EnergyFutures-0.85%
Eternal Ltd.ServicesFutures-0.88%
Bharti Airtel Ltd.CommunicationFutures-1.03%
Max Financial Services Ltd.FinancialFutures-1.10%
Ambuja Cements Ltd.ConstructionFutures-1.13%
NHPC Ltd.EnergyFutures-1.29%
Power Grid Corporation Of India Ltd.EnergyFutures-1.55%
HDFC Bank Ltd.FinancialFutures-1.55%
Larsen & Toubro Ltd.ConstructionFutures-1.69%
Hindalco Industries Ltd.Metals & MiningFutures-1.75%
Kotak Mahindra Bank Ltd.FinancialFutures-1.84%
Marico Ltd.Consumer StaplesFutures-1.87%
National Aluminium Company Ltd.Metals & MiningFutures-2.25%
ITC Ltd.Consumer StaplesFutures-2.37%
TVS Motor Company Ltd.AutomobileFutures-2.41%
Bajaj Finance Ltd.FinancialFutures-2.45%
Ashok Leyland Ltd.AutomobileFutures-2.72%
Axis Bank Ltd.FinancialFutures-3.06%
REC Ltd.FinancialFutures-3.31%
Bajaj Finance Ltd.FinancialFutures-3.78%
HDFC Bank Ltd.FinancialFutures-3.91%
State Bank of IndiaFinancialFutures-4.29%
ICICI Bank Ltd.FinancialFutures-5.15%
Reliance Industries Ltd.EnergyFutures-6.11%
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
Name3Y5Y10YAll
Fund returns+6.7%+5.5%+4.5%+4.5%
Category average (Hybrid Arbitrage)+6.8%+5.6%+5.7%--
Rank (Hybrid Arbitrage)1921----

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Kotak Arbitrage Fund Growth
Kotak Arbitrage Fund Growth
+6.01%+7.13%67,116.51
UTI Arbitrage Fund Plan Growth
UTI Arbitrage Fund Plan Growth
+6.08%+7.07%10,499.51
SBI Arbitrage Opportunities Fund Growth
SBI Arbitrage Opportunities Fund Growth
+6.15%+7.06%41,059.15
Invesco India Arbitrage Fund Growth
Invesco India Arbitrage Fund Growth
+6.06%+7.02%26,370.10
ICICI Prudential Equity Arbitrage Growth
ICICI Prudential Equity Arbitrage Growth
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Compare

Fund management

About Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Rohit Seksaria is the Current Fund Manager of Sundaram Arbitrage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 23 Apr 2026 is ₹15.13. The Sundaram Arbitrage Fund 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₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianCitibank NA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,