Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth

+6.66%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹15.19
Min. for SIP
₹100
Fund size (AUM)
₹441.51 Cr
Expense ratio
1.86%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,674
+2.79%
3 years₹1,80,000₹1,97,393
+9.66%
5 years₹3,00,000₹3,49,415
+16.47%
10 years₹6,00,000₹7,63,801
+27.30%

Holdings (87)

NameSectorInstrumentsAssets
Bajaj Finance Ltd.FinancialEquity6.75%
Reserve Bank of IndiaFinancialT-Bills6.50%
Reliance Industries Ltd.EnergyEquity6.04%
State Bank of IndiaFinancialEquity5.83%
Larsen & Toubro Ltd.ConstructionEquity5.58%
HDFC Bank Ltd.FinancialEquity5.34%
ICICI Bank Ltd.FinancialEquity3.85%
Sundaram Liquid Direct-Growth--Mutual Fund3.73%
Patanjali Foods Ltd.Consumer StaplesEquity3.59%
REC Ltd.FinancialEquity3.57%
Reserve Bank of IndiaFinancialT-Bills3.34%
Axis Bank Ltd.FinancialEquity3.11%
ITC Ltd.Consumer StaplesEquity2.41%
----Mutual Fund2.36%
TVS Motor Company Ltd.AutomobileEquity2.33%
GOISovereignGOI Sec2.30%
IIFL Finance Ltd.FinancialCP2.25%
National Aluminium Company Ltd.Metals & MiningEquity2.17%
360 One Wam Ltd.FinancialCP2.14%
Hindalco Industries Ltd.Metals & MiningEquity1.91%
Kotak Mahindra Bank Ltd.FinancialEquity1.86%
Marico Ltd.Consumer StaplesEquity1.83%
Indian Energy Exchange Ltd.ServicesEquity1.63%
Power Grid Corporation Of India Ltd.EnergyEquity1.55%
Ambuja Cements Ltd.ConstructionEquity1.16%
Reserve Bank of IndiaFinancialT-Bills1.11%
Tata Steel Ltd.Metals & MiningEquity1.11%
Max Financial Services Ltd.FinancialEquity1.09%
Bharti Airtel Ltd.CommunicationEquity1.01%
Eternal Ltd.ServicesEquity0.88%
The Indian Hotels Company Ltd.ServicesEquity0.84%
JIO Financial Services Ltd.FinancialEquity0.68%
Bank Of BarodaFinancialEquity0.61%
Persistent Systems Ltd.TechnologyEquity0.54%
Fortis Healthcare Ltd.HealthcareEquity0.49%
Mahindra & Mahindra Ltd.AutomobileEquity0.48%
Cipla Ltd.HealthcareEquity0.47%
Maruti Suzuki India Ltd.AutomobileEquity0.42%
Britannia Industries Ltd.Consumer StaplesEquity0.41%
Havells India Ltd.Capital GoodsEquity0.34%
GAIL (India) Ltd.EnergyEquity0.30%
Bharti Airtel Ltd.CommunicationFutures-0.04%
Bank Of BarodaFinancialFutures-0.12%
HDFC Bank Ltd.FinancialFutures-0.16%
Eternal Ltd.ServicesFutures-0.18%
Maruti Suzuki India Ltd.AutomobileFutures-0.18%
ITC Ltd.Consumer StaplesFutures-0.18%
Maruti Suzuki India Ltd.AutomobileFutures-0.24%
GAIL (India) Ltd.EnergyFutures-0.30%
Havells India Ltd.Capital GoodsFutures-0.34%
Hindalco Industries Ltd.Metals & MiningFutures-0.37%
Britannia Industries Ltd.Consumer StaplesFutures-0.41%
Cipla Ltd.HealthcareFutures-0.47%
Kotak Mahindra Bank Ltd.FinancialFutures-0.47%
Mahindra & Mahindra Ltd.AutomobileFutures-0.48%
Fortis Healthcare Ltd.HealthcareFutures-0.49%
Bank Of BarodaFinancialFutures-0.49%
Persistent Systems Ltd.TechnologyFutures-0.55%
JIO Financial Services Ltd.FinancialFutures-0.68%
Eternal Ltd.ServicesFutures-0.71%
Power Grid Corporation Of India Ltd.EnergyFutures-0.75%
Power Grid Corporation Of India Ltd.EnergyFutures-0.81%
The Indian Hotels Company Ltd.ServicesFutures-0.84%
Bharti Airtel Ltd.CommunicationFutures-0.98%
Axis Bank Ltd.FinancialFutures-1.09%
Max Financial Services Ltd.FinancialFutures-1.10%
Tata Steel Ltd.Metals & MiningFutures-1.10%
Ambuja Cements Ltd.ConstructionFutures-1.17%
Kotak Mahindra Bank Ltd.FinancialFutures-1.40%
Hindalco Industries Ltd.Metals & MiningFutures-1.55%
Indian Energy Exchange Ltd.ServicesFutures-1.61%
Marico Ltd.Consumer StaplesFutures-1.84%
ICICI Bank Ltd.FinancialFutures-1.84%
ICICI Bank Ltd.FinancialFutures-2.03%
Axis Bank Ltd.FinancialFutures-2.04%
Reliance Industries Ltd.EnergyFutures-2.09%
National Aluminium Company Ltd.Metals & MiningFutures-2.17%
ITC Ltd.Consumer StaplesFutures-2.23%
TVS Motor Company Ltd.AutomobileFutures-2.34%
Bajaj Finance Ltd.FinancialFutures-2.67%
REC Ltd.FinancialFutures-3.58%
Patanjali Foods Ltd.Consumer StaplesFutures-3.59%
Reliance Industries Ltd.EnergyFutures-3.98%
Bajaj Finance Ltd.FinancialFutures-4.11%
HDFC Bank Ltd.FinancialFutures-5.20%
Larsen & Toubro Ltd.ConstructionFutures-5.61%
State Bank of IndiaFinancialFutures-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+6.7%+5.5%+4.4%+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

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
+6.00%+7.09%69,951.21
SBI Arbitrage Opportunities Fund Growth
SBI Arbitrage Opportunities Fund Growth
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UTI Arbitrage Fund Plan Growth
UTI Arbitrage Fund Plan Growth
+6.06%+7.01%10,857.59
Invesco India Arbitrage Fund Growth
Invesco India Arbitrage Fund 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 15 May 2026 is ₹15.19. 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,