Sundaram Arbitrage Fund · Regular · Growth
NAV
₹15.2620
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹214 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.78%
- 3Y
- +6.63%
- 5Y
- —
- Since Inception
- +5.95%
SIP returns (XIRR)
- 1Y
- +6.07%
- 3Y
- +6.38%
- 5Y
- —
- Since Inception
- +6.36%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹27,000
Invested
₹31,095
Value today
6.4%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,293
Value today
5.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum CalculatorRisk Metrics
Trailing 1 year, annualised-0.15
Sharpe Ratio
—
Alpha
—
Beta
-0.16
Sortino
0.90%
Std Dev
-0.20%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Mar 2026- Banks20.00%
- Finance9.00%
- Petroleum Products6.00%
- Non - Ferrous Metals4.00%
- Power3.00%
- Agricultural, Commercial & Construction Vehicles3.00%
- Automobiles3.00%
- Agricultural Food & Other Products2.00%
- Construction2.00%
- Diversified Fmcg2.00%
- Cement & Cement Products1.00%
- Insurance1.00%
Each sector links to the mutual funds most exposed to it.
Thinking about Sundaram Arbitrage Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Sundaram Money Market Fund-Direct Plan - Growth*7.41%
- 2364 Days - T Bill - 25/02/2027*6.93%
- 3Bajaj Finance Ltd6.19%
- 4Reliance Industries Ltd6.08%
- 5Hdfc Bank Ltd5.42%
- 6Icici Bank Ltd5.12%
- 7State Bank Of India4.30%
- 8Sundaram Liquid Fund - Direct Growth3.97%
- 9364 Days - T Bill - 28/08/2026*3.56%
- 10Rec Ltd3.30%
Investment Objective
Sundaram Arbitrage Fund · Regular · Growth aims to generate returns by exploiting price differentials between cash and derivatives markets. These funds offer equity taxation benefits with relatively low volatility, making them suitable as an alternative to liquid funds.
About This Fund
Sundaram Arbitrage Fund · Regular · Growth is a Arbitrage mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹214 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Arbitrage Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations