Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth

Hybrid
Arbitrage
Low Risk
+6.70%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Feb '26
₹14.98
Min. for SIP
Not Supported
Fund size
₹354.54 Cr
Expense ratio
1.00%

Holdings (78)

NameSectorInstrumentsAssets
Sundaram Liquid Direct-GrowthNAMutual Fund8.29%
NANAMutual Fund7.41%
Reliance Industries Ltd.EnergyEquity7.34%
ICICI Bank Ltd.FinancialEquity6.69%
NHPC Ltd.EnergyEquity4.31%
Deutsche Investments (I) Pvt. Ltd.FinancialCP4.20%
Axis Bank Ltd.FinancialEquity4.18%
HDFC Bank Ltd.FinancialEquity3.76%
State Bank of IndiaFinancialEquity3.49%
Bajaj Finance Ltd.FinancialEquity3.28%
REC Ltd.FinancialEquity3.28%
ITC Ltd.Consumer StaplesEquity3.07%
GOISovereignGOI Sec2.88%
National Aluminium Company Ltd.Metals & MiningEquity2.61%
360 One Wam Ltd.FinancialCP2.60%
Kotak Mahindra Bank Ltd.FinancialEquity2.46%
Oil India Ltd.EnergyEquity2.46%
Hindalco Industries Ltd.Metals & MiningEquity2.20%
Larsen & Toubro Ltd.ConstructionEquity2.19%
Marico Ltd.Consumer StaplesEquity2.15%
Ambuja Cements Ltd.ConstructionEquity1.66%
Power Grid Corporation Of India Ltd.EnergyEquity1.55%
Reserve Bank of IndiaFinancialT-Bills1.41%
Reserve Bank of IndiaFinancialT-Bills1.41%
Max Financial Services Ltd.FinancialEquity1.38%
Reserve Bank of IndiaFinancialT-Bills1.36%
Bharti Airtel Ltd.CommunicationEquity1.32%
Eternal Ltd.ServicesEquity1.22%
GAIL (India) Ltd.EnergyEquity1.19%
The Indian Hotels Company Ltd.ServicesEquity1.10%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.97%
Bank Of BarodaFinancialEquity0.86%
Mahindra & Mahindra Ltd.AutomobileEquity0.66%
Trent Ltd.ServicesEquity0.64%
Cipla Ltd.HealthcareEquity0.59%
Maruti Suzuki India Ltd.AutomobileEquity0.58%
Tata Consumer Products Ltd.Consumer StaplesEquity0.55%
Interglobe Aviation Ltd.ServicesEquity0.54%
Havells India Ltd.Capital GoodsEquity0.54%
Britannia Industries Ltd.Consumer StaplesEquity0.52%
DLF Ltd.ConstructionEquity0.21%
BSE Ltd.ServicesEquity0.21%
Bajaj Finserv Ltd.FinancialEquity0.01%
Bajaj Finserv Ltd.FinancialFutures-0.01%
BSE Ltd.ServicesFutures-0.21%
DLF Ltd.ConstructionFutures-0.21%
Britannia Industries Ltd.Consumer StaplesFutures-0.52%
Havells India Ltd.Capital GoodsFutures-0.55%
Interglobe Aviation Ltd.ServicesFutures-0.55%
Tata Consumer Products Ltd.Consumer StaplesFutures-0.55%
Maruti Suzuki India Ltd.AutomobileFutures-0.58%
Cipla Ltd.HealthcareFutures-0.59%
Trent Ltd.ServicesFutures-0.64%
Mahindra & Mahindra Ltd.AutomobileFutures-0.67%
Bank Of BarodaFinancialFutures-0.87%
Amber Enterprises India Ltd.Consumer DiscretionaryFutures-0.97%
The Indian Hotels Company Ltd.ServicesFutures-1.11%
GAIL (India) Ltd.EnergyFutures-1.19%
Eternal Ltd.ServicesFutures-1.22%
Bharti Airtel Ltd.CommunicationFutures-1.32%
Max Financial Services Ltd.FinancialFutures-1.39%
Power Grid Corporation Of India Ltd.EnergyFutures-1.54%
Ambuja Cements Ltd.ConstructionFutures-1.67%
Marico Ltd.Consumer StaplesFutures-2.16%
Hindalco Industries Ltd.Metals & MiningFutures-2.21%
Larsen & Toubro Ltd.ConstructionFutures-2.21%
Oil India Ltd.EnergyFutures-2.42%
Kotak Mahindra Bank Ltd.FinancialFutures-2.47%
National Aluminium Company Ltd.Metals & MiningFutures-2.59%
ITC Ltd.Consumer StaplesFutures-3.08%
REC Ltd.FinancialFutures-3.24%
Bajaj Finance Ltd.FinancialFutures-3.32%
State Bank of IndiaFinancialFutures-3.50%
HDFC Bank Ltd.FinancialFutures-3.78%
Axis Bank Ltd.FinancialFutures-4.19%
NHPC Ltd.EnergyFutures-4.28%
ICICI Bank Ltd.FinancialFutures-6.72%
Reliance Industries Ltd.EnergyFutures-7.36%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+6.1%+6.7%+5.5%+4.4%
Category average (Hybrid Arbitrage)+6.1%+6.8%+5.6%--
Rank (Hybrid Arbitrage)201920--

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
Kotak Arbitrage Fund Growth
+6.30%+7.18%71,931.38
UTI Arbitrage Fund Plan Growth
UTI Arbitrage Fund Plan Growth
+6.43%+7.12%10,956.71
SBI Arbitrage Opportunities Fund Growth
SBI Arbitrage Opportunities Fund Growth
+6.40%+7.11%43,574.28
Invesco India Arbitrage Fund Growth
Invesco India Arbitrage Fund Growth
+6.33%+7.08%28,593.32
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. Dwijendra Srivastava is the Current Fund Manager of Sundaram Arbitrage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹14.98. The Sundaram Arbitrage Fund Growth is rated Low risk. Minimum SIP Investment is set to ₹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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
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,