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NAV: 03 Sep 2025
₹14.58
Rating
2
Min. SIP amount
Not Supported
Fund size
₹276.95Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (81)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Bank Ltd. | Financial | Equity | 8.31% |
ITC Ltd. | Consumer Staples | Equity | 6.95% |
Reliance Industries Ltd. | Energy | Equity | 6.85% |
Axis Bank Ltd. | Financial | Equity | 4.17% |
HDFC Bank Ltd. | Financial | Equity | 4.05% |
Tata Consultancy Services Ltd. | Technology | Equity | 3.86% |
NA | NA | Mutual Fund | 3.81% |
GOI | Sovereign | GOI Sec | 3.72% |
Reserve Bank of India | Financial | T-Bills | 3.54% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 3.34% |
Ambuja Cements Ltd. | Construction | Equity | 3.08% |
Bajaj Finance Ltd. | Financial | Equity | 2.89% |
Larsen & Toubro Ltd. | Construction | Equity | 2.46% |
Adani Enterprises Ltd. | Services | Equity | 2.42% |
Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 2.03% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 2.00% |
Reserve Bank of India | Financial | T-Bills | 1.79% |
Reserve Bank of India | Financial | T-Bills | 1.76% |
Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.67% |
Max Financial Services Ltd. | Financial | Equity | 1.65% |
Bharti Airtel Ltd. | Communication | Equity | 1.58% |
State Bank of India | Financial | Equity | 1.55% |
The Indian Hotels Company Ltd. | Services | Equity | 1.55% |
Bank Of Baroda | Financial | Equity | 1.36% |
Tata Motors Ltd. | Automobile | Equity | 1.25% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.15% |
Indusind Bank Ltd. | Financial | Equity | 1.07% |
Tata Power Company Ltd. | Energy | Equity | 1.00% |
Cipla Ltd. | Healthcare | Equity | 0.88% |
SBI Life Insurance Company Ltd. | Insurance | Equity | 0.82% |
Indus Towers Ltd. | Communication | Equity | 0.80% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.78% |
RBL Bank Ltd. | Financial | Equity | 0.76% |
Punjab National Bank | Financial | Equity | 0.73% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.66% |
Canara Bank | Financial | Equity | 0.65% |
PNB Housing Finance Ltd. | Financial | Equity | 0.56% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.44% |
JSW Energy Ltd. | Capital Goods | Equity | 0.33% |
Bajaj Finserv Ltd. | Financial | Equity | 0.25% |
DLF Ltd. | Construction | Equity | 0.21% |
Supreme Industries Ltd. | Chemicals | Equity | 0.16% |
NTPC Ltd. | Energy | Equity | 0.07% |
Roadstar Infra Investment Trust | Construction | InvITs | 0.00% |
NTPC Ltd. | Energy | Futures | -0.07% |
Supreme Industries Ltd. | Chemicals | Futures | -0.16% |
DLF Ltd. | Construction | Futures | -0.21% |
Bajaj Finserv Ltd. | Financial | Futures | -0.25% |
JSW Energy Ltd. | Capital Goods | Futures | -0.34% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -0.44% |
PNB Housing Finance Ltd. | Financial | Futures | -0.56% |
Canara Bank | Financial | Futures | -0.66% |
Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.66% |
Punjab National Bank | Financial | Futures | -0.73% |
RBL Bank Ltd. | Financial | Futures | -0.77% |
Tata Steel Ltd. | Metals & Mining | Futures | -0.79% |
Indus Towers Ltd. | Communication | Futures | -0.80% |
SBI Life Insurance Company Ltd. | Insurance | Futures | -0.83% |
Cipla Ltd. | Healthcare | Futures | -0.89% |
Tata Power Company Ltd. | Energy | Futures | -1.00% |
Indusind Bank Ltd. | Financial | Futures | -1.08% |
Hindustan Unilever Ltd. | Consumer Staples | Futures | -1.15% |
Tata Motors Ltd. | Automobile | Futures | -1.25% |
Bank Of Baroda | Financial | Futures | -1.36% |
The Indian Hotels Company Ltd Rights | Services | Futures | -1.56% |
State Bank of India | Financial | Futures | -1.56% |
Bharti Airtel Ltd. | Communication | Futures | -1.58% |
Max Financial Services Ltd. | Financial | Futures | -1.65% |
Hindustan Aeronautics Ltd. | Capital Goods | Futures | -1.67% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -1.99% |
Shasun Pharmaceuticals Ltd. | Healthcare | Futures | -2.04% |
Adani Enterprises Ltd. | Services | Futures | -2.43% |
Larsen & Toubro Ltd. | Construction | Futures | -2.47% |
Bajaj Finance Ltd. | Financial | Futures | -2.90% |
Ambuja Cements Ltd. | Construction | Futures | -3.09% |
Tata Consultancy Services Ltd. | Technology | Futures | -3.88% |
HDFC Bank Ltd. | Financial | Futures | -4.07% |
Axis Bank Ltd. | Financial | Futures | -4.19% |
Reliance Industries Ltd. | Energy | Futures | -6.87% |
ITC Ltd. | Consumer Staples | Futures | -6.97% |
ICICI Bank Ltd. | Financial | Futures | -8.29% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Arbitrage
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.4% | 6.6% | 5.2% | 4.3% |
| Category average | 6.4% | 6.7% | 5.4% | NA |
| Rank with in category | 19 | 18 | 20 | NA |
Understand terms
Peer Comparison
| Hybrid, Arbitrage funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Kotak Arbitrage Fund Growth | 5 | 6.8% | 7.2% | 71,608.20 |
SBI Arbitrage Opportunities Fund Growth | 4 | 6.8% | 7.2% | 39,824.16 |
Invesco India Arbitrage Fund Growth | 5 | 6.7% | 7.1% | 24,204.72 |
UTI Arbitrage Fund Plan Growth | 4 | 6.8% | 7.0% | 8,511.83 |
ICICI Prudential Equity Arbitrage Growth | 4 | 6.7% | 7.0% | 31,526.24 |
Expense ratio, exit load and tax
Expense ratio: 1.00%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
Dwijendra Srivastava
Jan 2022 - Present
View details
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.
Also manages these schemes
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
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.
Also manages these schemes
Ashish AggarwalJan 2022 - PresentView details
Ashish Aggarwal
Jan 2022 - Present
View details
Education
Mr. Aggarwal has done BE, PGPM
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, IL&FS Investsmart, Tata Securities and Antique Stock Broking.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Arbitrage Fund Growth
VS
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