Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth

+6.55%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹15.20
Min. for SIP
₹100
Fund size (AUM)
₹441.51 Cr
Expense ratio
1.00%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,538
+2.56%
3 years₹1,80,000₹1,96,838
+9.35%
5 years₹3,00,000₹3,48,750
+16.25%
10 years₹6,00,000₹7,62,841
+27.14%

Holdings (91)

NameSectorInstrumentsAssets
Cash MarginUnspecifiedCash Margin70.43%
Bajaj Finance LtdFinancialEquity6.75%
GOVERNMENT OF INDIA 37116 364 DAYS TBILL 25FB27 FV RS 100FinancialTreasury Bills6.50%
Reliance Industries LtdEnergy & UtilitiesEquity6.04%
State Bank of IndiaFinancialEquity5.83%
RepoUnspecifiedRepo5.69%
Larsen & Toubro LtdIndustrialsEquity5.58%
HDFC Bank LtdFinancialEquity5.34%
ICICI Bank LtdFinancialEquity3.85%
Principal Cash Management Direct-GrowthUnspecifiedMutual Fund3.73%
Patanjali Foods LtdConsumer StaplesEquity3.59%
REC LtdFinancialEquity3.57%
GOVERNMENT OF INDIA 36371 364 DAYS TBILL 28AG26 FV RS 100FinancialTreasury Bills3.34%
Axis Bank LtdFinancialEquity3.11%
ITC LtdConsumer StaplesEquity2.41%
Sundaram Money Market Fund Direct - GrowthUnspecifiedMutual Fund2.36%
TVS Motor Company LtdConsumer DiscretionaryEquity2.33%
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100EntitiesGOI Securities2.30%
** - IIFL FINANCE LTD - CP - 26/05/2026FinancialCommercial Paper2.25%
National Aluminium Company LtdMaterialsEquity2.17%
360 ONE WAM LIMITED 364D CP 21JAN27FinancialCommercial Paper2.14%
Hindalco Industries LtdMaterialsEquity1.91%
Kotak Mahindra Bank LtdFinancialEquity1.86%
Marico LtdConsumer StaplesEquity1.83%
Indian Energy Exchange LtdFinancialEquity1.63%
Power Grid Corporation of India LtdEnergy & UtilitiesEquity1.55%
Ambuja Cements LtdMaterialsEquity1.16%
GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100FinancialTreasury Bills1.11%
Tata Steel LtdMaterialsEquity1.11%
Max Financial Services LtdFinancialEquity1.09%
Bharti Airtel LtdTechnologyEquity1.01%
Zomato LtdTechnologyEquity0.88%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.84%
Jio Financial Services LimitedFinancialEquity0.68%
Bank Of BarodaFinancialEquity0.61%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.58%
Persistent Systems LtdTechnologyEquity0.54%
Fortis Healthcare LtdHealthcareEquity0.49%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity0.48%
Cipla LtdHealthcareEquity0.47%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.42%
Britannia Industries LtdConsumer StaplesEquity0.41%
Havells India LtdConsumer DiscretionaryEquity0.34%
GAIL (India) LtdEnergy & UtilitiesEquity0.30%
Bharti Airtel Limited June 2026 FutureTechnologyFutures-0.04%
Bank of Baroda June 2026 FutureFinancialFutures-0.12%
Others Mrgn MoneyUnspecifiedMargin Money-0.14%
HDFC Bank Limited June 2026 FutureFinancialFutures-0.16%
Eternal Limited June 2026 FutureTechnologyFutures-0.18%
Maruti Suzuki India Limited June 2026 FutureConsumer DiscretionaryFutures-0.18%
ITC Limited June 2026 FutureConsumer StaplesFutures-0.18%
Maruti Suzuki India Limited May 2026 FutureConsumer DiscretionaryFutures-0.24%
GAIL (India) Limited May 2026 FutureEnergy & UtilitiesFutures-0.30%
Havells India Limited May 2026 FutureConsumer DiscretionaryFutures-0.34%
Hindalco Industries Limited June 2026 FutureMaterialsFutures-0.37%
Britannia Industries Limited May 2026 FutureConsumer StaplesFutures-0.41%
Cipla Limited May 2026 FutureHealthcareFutures-0.47%
Kotak Mahindra Bank Limited June 2026 FutureFinancialFutures-0.47%
Mahindra & Mahindra Limited June 2026 FutureConsumer DiscretionaryFutures-0.48%
Fortis Healthcare Limited May 2026 FutureHealthcareFutures-0.49%
Bank of Baroda May 2026 FutureFinancialFutures-0.49%
PERSISTENT SYSTEMS LIMITED-MAY2026TechnologyFutures-0.55%
Jio Financial Services Limited May 2026 FutureFinancialFutures-0.68%
Eternal Limited May 2026 FutureTechnologyFutures-0.71%
Power Grid Corporation of India Limited June 2026 FutureEnergy & UtilitiesFutures-0.75%
Power Grid Corporation of India Limited May 2026 FutureEnergy & UtilitiesFutures-0.81%
The Indian Hotels Company Limited May 2026 FutureConsumer DiscretionaryFutures-0.84%
Bharti Airtel Limited May 2026 FutureTechnologyFutures-0.98%
Axis Bank Limited June 2026 FutureFinancialFutures-1.09%
Max Financial Services Limited May 2026 FutureFinancialFutures-1.10%
Tata Steel Limited June 2026 FutureMaterialsFutures-1.10%
Ambuja Cements Limited May 2026 FutureMaterialsFutures-1.17%
Kotak Mahindra Bank Limited May 2026 FutureFinancialFutures-1.40%
Hindalco Industries Limited May 2026 FutureMaterialsFutures-1.55%
Indian Energy Exchange Ltd MAY-2026FinancialFutures-1.61%
Marico Limited May 2026 FutureConsumer StaplesFutures-1.84%
ICICI Bank Limited June 2026 FutureFinancialFutures-1.84%
ICICI Bank Limited May 2026 FutureFinancialFutures-2.03%
Axis Bank Limited May 2026 FutureFinancialFutures-2.04%
Reliance Industries Limited June 2026 FutureEnergy & UtilitiesFutures-2.09%
National Aluminium Company Limited May 2026 FutureMaterialsFutures-2.17%
ITC Limited May 2026 FutureConsumer StaplesFutures-2.23%
TVS Motor Company Limited May 2026 FutureConsumer DiscretionaryFutures-2.34%
BAJAJ FINANCE LTD.-JUN2026FinancialFutures-2.67%
REC Limited May 2026 FutureFinancialFutures-3.58%
Patanjali Foods Limited May 2026 FutureConsumer StaplesFutures-3.59%
Reliance Industries Limited May 2026 FutureEnergy & UtilitiesFutures-3.98%
Bajaj Finance Limited May 2026 FutureFinancialFutures-4.11%
HDFC Bank Limited May 2026 FutureFinancialFutures-5.20%
Larsen & Toubro Limited June 2026 FutureIndustrialsFutures-5.61%
State Bank of India May 2026 FutureFinancialFutures-5.80%
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+6.5%+5.5%+4.4%+4.4%
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

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

Name1Y3YFund Size(Cr)
Kotak Arbitrage Fund Growth
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+5.72%+6.96%69,951.21
UTI Arbitrage Fund Plan Growth
UTI Arbitrage Fund Plan Growth
+5.75%+6.91%10,857.59
SBI Arbitrage Opportunities Fund Growth
SBI Arbitrage Opportunities Fund Growth
+5.79%+6.87%42,847.28
ICICI Prudential Arbitrage Growth
ICICI Prudential Arbitrage Growth
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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 ₹75,524 Cr and the Latest NAV as of 05 Jun 2026 is ₹15.20. 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₹75,523.60 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,