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Sundaram Arbitrage Fund Regular-IDCW Monthly Reinvestment
Hybrid, Arbitrage, Principal at low risk
1 Year Return 6.12%
Fund Details
NAV 13.1598
Sub-Type Arbitrage
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 9.83
Fund Size 354.53
Fund Performance
1 Month 0.57%
3 Month 1.57%
6 Month 2.9%
1 Year 6.12%
3 Year 6.66%
5 Year 5.47%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-Growth Ret 1M 0.56% Ret 1Y 6.4% Ret 3Y 6.96% Ret 5Y 5.87%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Ret 1M 0.56% Ret 1Y 6.4% Ret 3Y 6.96% Ret 5Y 5.87%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.56% Ret 1Y 6.4% Ret 3Y 6.96% Ret 5Y 5.87%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-Growth Ret 1M 0.56% Ret 1Y 6.31% Ret 3Y 6.89% Ret 5Y 5.85%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Payout Ret 1M 0.56% Ret 1Y 6.31% Ret 3Y 6.89% Ret 5Y 5.85%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.56% Ret 1Y 6.31% Ret 3Y 6.89% Ret 5Y 5.85%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-Growth Ret 1M 0.52% Ret 1Y 5.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Payout Ret 1M 0.52% Ret 1Y 5.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 5.98% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-Growth Ret 1M 0.54% Ret 1Y 6.12% Ret 3Y 6.89% Ret 5Y 5.78%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-IDCW Monthly Ret 1M 0.54% Ret 1Y 6.12% Ret 3Y 6.89% Ret 5Y 5.78%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.0%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ashish Aggarwal
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.
Dwijendra Srivastava
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.
Rohit Seksaria
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low risk%
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2016-04-21
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (-0.04%) Market Cap Mid Cap 18.42 Small Cap -68.84 Large Cap 50.38 Top Sectors Energy 0.05 Metals & Mining 0.02 Top Holding GAIL (India) 0 Power Grid Corporation Of India 0.01 Bajaj Finserv 0 The Indian Hotels Company 0 ICICI Bank -0.03 ITC -0.02 Marico -0.01 Maruti Suzuki India 0 Larsen & Toubro -0.02 Tata Consumer Products 0 HDFC Bank -0.02 Eternal 0 State Bank of India -0.02 Amber Enterprises India -0.01 Oil India 0.04 Bajaj Finance -0.03 Cipla 0 Reliance Industries -0.02 Havells India 0 Max Financial Services 0 Trent 0 Bank of Baroda 0 National Aluminium Company 0.02 Hindalco Industries 0 Britannia Industries 0 NHPC 0.03 Kotak Mahindra Bank -0.01 Axis Bank -0.01 Bharti Airtel 0 BSE 0 DLF 0 Others 0.07 Interglobe Aviation 0 REC 0.03 Mahindra & Mahindra -0.01 Ambuja Cements 0
Debt & Others (100.04%) Sector Allocation Commercial Paper 6.8 Mutual Fund 15.7 Cash/Net Current Assets 0.16 Debt Credit Ratings Cash 69.88 A1+ 19.79 SOV 7.95 Cash & Call Money 2.31 AAA 0.07 Debt Category Sundaram Money Market Direct-G 7.41 Reserve Bank of India 4.18 GOI 2.88 360 One Wam 2.6
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