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Sundaram Arbitrage Fund Regular Growth-0.02%

0.00%
1 Year Return
Hybrid
Arbitrage
6M
All

Fund Details

Sundaram Arbitrage Fund Regular Growth

RiskLow
Min SIP Amount₹100
Expense Ratio0.93%
NAV₹10.34 (25 Jan 2021)
Fund Started05 Feb 2020
Fund Size65 Cr

Comparison

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Pros
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Cons
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Top Holdings

NameSectorInstrument% Assets
Bharat Electronics Ltd.EngineeringEquity7.0%
Indusind Bank Ltd.FinancialEquity6.8%
Housing Development Finance Corpn. Ltd.FinancialEquity6.0%
Bharti Airtel Ltd.CommunicationEquity5.3%
Maruti Suzuki India Ltd.AutomobileEquity5.0%
Ultratech Cement Ltd.ConstructionEquity4.4%
Reliance Industries Ltd.EnergyEquity3.9%
Larsen & Toubro Ltd.ConstructionEquity3.6%
SBI Life Insurance Company Ltd.FinancialEquity3.5%
Federal Bank Ltd.FinancialEquity3.5%
See All

Fund Managers

Dwijendra Srivastava
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S Bharath
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Rohit Seksaria
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Sundaram Arbitrage Fund Regular Growth Details

Sundaram Arbitrage Fund Regular Growth 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 Growth 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 Growth 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.

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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