Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth

+6.41%
3Y annualised
-0.27% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Aug '26
₹15.39
Min. for SIP
₹100
Fund size (AUM)
₹553.07 Cr
Expense ratio
1.77%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,503
+2.50%
3 years₹1,80,000₹1,96,472
+9.15%
5 years₹3,00,000₹3,48,744
+16.25%
10 years₹6,00,000₹7,65,145
+27.52%

Holdings (102)

NameSectorInstrumentsAssets
Cash MarginUnspecifiedCash Margin74.25%
Sundaram Money Market Fund Direct - GrowthUnspecifiedMutual Fund9.23%
Reliance Industries LtdEnergy & UtilitiesEquity8.49%
HDFC Bank LtdFinancialEquity8.34%
Bajaj Finance LtdFinancialEquity7.13%
Ashok Leyland LtdIndustrialsEquity6.29%
ICICI Bank LtdFinancialEquity5.85%
GOVERNMENT OF INDIA 37116 364 DAYS TBILL 25FB27 FV RS 100FinancialTreasury Bills5.26%
Bharti Airtel LtdTechnologyEquity4.91%
Axis Bank LtdFinancialEquity2.81%
GOVERNMENT OF INDIA 36371 364 DAYS TBILL 28AG26 FV RS 100FinancialTreasury Bills2.70%
Larsen & Toubro LtdIndustrialsEquity2.51%
UPL LtdMaterialsEquity2.40%
TVS Motor Company LtdConsumer DiscretionaryEquity2.29%
NMDC LtdMaterialsEquity2.10%
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100EntitiesGOI Securities1.83%
Principal Cash Management Direct-GrowthUnspecifiedMutual Fund1.81%
360 ONE WAM LIMITED 364D CP 21JAN27FinancialCommercial Paper1.74%
ITC LtdConsumer StaplesEquity1.74%
GOVERNMENT OF INDIA 37437 364 DAYS TBILL 13MY27 FV RS 100FinancialTreasury Bills1.73%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity1.57%
Kotak Mahindra Bank LtdFinancialEquity1.51%
Hindalco Industries LtdMaterialsEquity1.43%
Indian Energy Exchange LtdFinancialEquity1.37%
Zomato LtdTechnologyEquity1.34%
Marico LtdConsumer StaplesEquity1.27%
REC LtdFinancialEquity0.98%
Ambuja Cements LtdMaterialsEquity0.91%
GOVERNMENT OF INDIA 36516 364 DAYS TBILL 17SP26 FV RS 100FinancialTreasury Bills0.90%
Power Finance Corporation LtdFinancialEquity0.89%
Max Financial Services LtdFinancialEquity0.82%
Tata Steel LtdMaterialsEquity0.79%
The Indian Hotels Company LtdConsumer DiscretionaryEquity0.77%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets0.72%
Jio Financial Services LimitedFinancialEquity0.57%
KPIT Technologies LtdTechnologyEquity0.55%
Bank Of BarodaFinancialEquity0.45%
Cipla LtdHealthcareEquity0.43%
Coforge LtdTechnologyEquity0.41%
Fortis Healthcare LtdHealthcareEquity0.40%
Bandhan Bank LtdFinancialEquity0.40%
Adani Ports and Special Economic Zone LtdIndustrialsEquity0.36%
RBL Bank LtdFinancialEquity0.32%
Divi's Laboratories LtdHealthcareEquity0.28%
Havells India LtdConsumer DiscretionaryEquity0.27%
Maruti Suzuki India LtdConsumer DiscretionaryEquity0.27%
Adani Green Energy LtdEnergy & UtilitiesEquity0.21%
Dabur India LtdConsumer StaplesEquity0.19%
Coal India LtdMaterialsEquity0.18%
RepoUnspecifiedRepo0.18%
State Bank of IndiaFinancialEquity0.10%
Bharat Electronics LtdIndustrialsEquity0.02%
Bajaj Finserv LtdFinancialEquity0.01%
Bajaj Finserv Ltd AUG-2026FinancialFutures-0.01%
Bharat Electronics Limited August 2026 FutureIndustrialsFutures-0.02%
Net PayablesUnspecifiedNet Payables-0.04%
State Bank of India September 2026 FutureFinancialFutures-0.10%
Coal India Limited August 2026 FutureMaterialsFutures-0.18%
Dabur India Limited August 2026 FutureConsumer StaplesFutures-0.19%
Adani Green Energy Limited August 2026 FutureEnergy & UtilitiesFutures-0.21%
Maruti Suzuki India Limited August 2026 FutureConsumer DiscretionaryFutures-0.27%
Havells India Limited August 2026 FutureConsumer DiscretionaryFutures-0.27%
Divi's Laboratories Limited August 2026 FutureHealthcareFutures-0.28%
RBL Bank Limited August 2026 FutureFinancialFutures-0.32%
Adani Ports and Special Economic Zone Limited August 2026 FutureIndustrialsFutures-0.37%
Larsen & Toubro Limited September 2026 FutureIndustrialsFutures-0.38%
Bandhan Bank Limited August 2026 FutureFinancialFutures-0.40%
Kotak Mahindra Bank Limited September 2026 FutureFinancialFutures-0.40%
Fortis Healthcare Limited August 2026 FutureHealthcareFutures-0.40%
Coforge Limited August 2026 FutureTechnologyFutures-0.41%
Cipla Limited August 2026 FutureHealthcareFutures-0.43%
Bank of Baroda August 2026 FutureFinancialFutures-0.45%
KPIT Technologies Limited August 2026 FutureTechnologyFutures-0.54%
Jio Financial Services Limited August 2026 FutureFinancialFutures-0.57%
The Indian Hotels Company Limited August 2026 FutureConsumer DiscretionaryFutures-0.78%
HDFC Bank Limited August 2026 FutureFinancialFutures-0.78%
Tata Steel Limited September 2026 FutureMaterialsFutures-0.80%
Max Financial Services Limited August 2026 FutureFinancialFutures-0.83%
Power Finance Corporation Limited September 2026 FutureFinancialFutures-0.89%
Ambuja Cements Limited August 2026 FutureMaterialsFutures-0.91%
REC Limited August 2026 FutureFinancialFutures-0.98%
Kotak Mahindra Bank Limited August 2026 FutureFinancialFutures-1.12%
Axis Bank Limited August 2026 FutureFinancialFutures-1.26%
Marico Limited August 2026 FutureConsumer StaplesFutures-1.27%
Eternal Limited August 2026 FutureTechnologyFutures-1.35%
Indian Energy Exchange Limited August 2026 FutureFinancialFutures-1.38%
Hindalco Industries Limited August 2026 FutureMaterialsFutures-1.44%
Axis Bank Limited September 2026 FutureFinancialFutures-1.57%
Mahindra & Mahindra Limited September 2026 FutureConsumer DiscretionaryFutures-1.59%
ITC Limited August 2026 FutureConsumer StaplesFutures-1.74%
NMDC Limited August 2026 FutureMaterialsFutures-2.10%
Larsen & Toubro Limited August 2026 FutureIndustrialsFutures-2.14%
TVS Motor Company Limited August 2026 FutureConsumer DiscretionaryFutures-2.30%
UPL Limited August 2026 FutureMaterialsFutures-2.41%
Reliance Industries Limited September 2026 FutureEnergy & UtilitiesFutures-3.17%
Bajaj Finance Limited September 2026 FutureFinancialFutures-3.51%
Bajaj Finance Limited August 2026 FutureFinancialFutures-3.66%
Bharti Airtel Limited August 2026 FutureTechnologyFutures-4.92%
Reliance Industries Limited August 2026 FutureEnergy & UtilitiesFutures-5.36%
ICICI Bank Limited August 2026 FutureFinancialFutures-5.83%
Ashok Leyland Ltd AUG-2026IndustrialsFutures-6.31%
HDFC Bank Limited September 2026 FutureFinancialFutures-7.65%
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+6.4%+5.6%+4.4%+4.5%
Category average (Hybrid Arbitrage)+6.8%+5.6%+5.7%--
Rank (Hybrid Arbitrage)1821----

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)
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+5.72%+6.79%74,398.69
UTI Arbitrage Fund Plan Growth
UTI Arbitrage Fund Plan Growth
+5.75%+6.75%11,152.46
SBI Arbitrage Fund Growth
SBI Arbitrage Fund Growth
+5.64%+6.66%46,803.09
Sundaram Arbitrage Fund Growth
Sundaram Arbitrage Fund Growth
+5.64%+6.41%553.07
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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 ₹84,418 Cr and the Latest NAV as of 26 Aug 2026 is ₹15.39. 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₹84,417.82 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,