Sundaram Arbitrage Fund Regular-Growth
Sundaram Arbitrage Fund Regular-Growth: Mutual Fund Overview
Sundaram Arbitrage Fund Regular-Growth is an Arbitrage mutual fund with over 9.92 years of performance history. The scheme manages an AUM of ₹334.79 Cr and has a NAV of ₹15.0542. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.1%.
Hybrid, Arbitrage, Principal at low risk
1 Year Return 6.1% at 24 Mar 2026 03:34 PM
Fund Details
NAV 15.0542
Sub-Type Arbitrage
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 9.92
Fund Size(in Crores) 334.79
Fund Performance
1 Month 0.43%
3 Month 1.59%
6 Month 3.14%
1 Year 6.1%
3 Year 6.66%
5 Year 5.52%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (-0.34%) Market Cap Large Cap 49.81 Mid Cap 20.82 Small Cap -70.97 Top Sectors Energy 0.05 Metals & Mining 0.02 Top Holding Max Financial Services 0 Mahindra & Mahindra 0 Bank of Baroda 0 Reliance Industries -0.04 Bharti Airtel -0.01 REC -0.01 Hindalco Industries -0.01 Bajaj Finance -0.02 Interglobe Aviation 0 GAIL (India) 0 Marico -0.01 ITC -0.01 Tata Consumer Products 0 National Aluminium Company -0.01 Larsen & Toubro -0.01 Kotak Mahindra Bank -0.02 NHPC -0.01 Power Grid Corporation Of India -0.01 The Indian Hotels Company Ltd Rights -1.16 Britannia Industries 0 Ambuja Cements -0.01 HDFC Bank -0.04 Cipla 0 Axis Bank -0.02 Maruti Suzuki India 0 The Indian Hotels Company 1.16 Trent 0 Eternal 0 Voltas 0 ICICI Bank -0.04 Havells India 0
Debt & Others (100.34%) Sector Allocation Repo 2.74 Mutual Fund 15.76 Cash Margin 70.97 Debt Credit Ratings Cash 70.97 A1+ 18.46 SOV 5.83 Cash & Call Money 4.76 Others 0.26 Debt Category Reserve Bank of India 1.45 Sundaram Money Market Direct-G 9.09 360 One Wam 2.79 Others 74.37
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-Growth Ret 1M 0.4% Ret 1Y 6.27% Ret 3Y 6.96% Ret 5Y 5.91%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Ret 1M 0.4% Ret 1Y 6.27% Ret 3Y 6.96% Ret 5Y 5.91%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.4% Ret 1Y 6.27% Ret 3Y 6.96% Ret 5Y 5.91%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.2% Ret 3Y 6.89% Ret 5Y 5.9%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Payout Ret 1M 0.42% Ret 1Y 6.2% Ret 3Y 6.89% Ret 5Y 5.9%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.42% Ret 1Y 6.2% Ret 3Y 6.89% Ret 5Y 5.9%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-Growth Ret 1M 0.48% Ret 1Y 5.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Payout Ret 1M 0.48% Ret 1Y 5.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 5.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.02% Ret 3Y 6.89% Ret 5Y 5.83%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-IDCW Monthly Ret 1M 0.42% Ret 1Y 6.02% Ret 3Y 6.89% Ret 5Y 5.83%
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
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.
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.
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) 12
Date of Incorporation 2016-04-21
Total AUM 76017.49
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.
Take Your Next Step
Sundaram Arbitrage Fund Regular-Growth FAQs
How to invest in Sundaram Arbitrage Fund Regular-Growth?
Investing in Sundaram Arbitrage Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Arbitrage Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Arbitrage Fund Regular-Growth?
The term expense ratio for Sundaram Arbitrage Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Arbitrage Fund Regular-Growth is 1.0% as of 24 Mar 2026.
What is the NAV of Sundaram Arbitrage Fund Regular-Growth?
The NAV of Sundaram Arbitrage Fund Regular-Growth is ₹15.0542 as of 24 Mar 2026.
What is the AUM of Sundaram Arbitrage Fund Regular-Growth?
The AUM (Assets Under Management) of Sundaram Arbitrage Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Arbitrage Fund Regular-Growth is ₹334.79 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Arbitrage Fund Regular-Growth?
The PE ratio of Sundaram Arbitrage Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Arbitrage Fund Regular-Growth?
Yes, you can invest in Sundaram Arbitrage Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Arbitrage Fund Regular-Growth in the last 5 years?
The return of Sundaram Arbitrage Fund Regular-Growth in the last 5 years is 5.52%.
What is the minimum SIP investment required in Sundaram Arbitrage Fund Regular-Growth?
The minimum SIP investment in Sundaram Arbitrage Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Arbitrage Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Arbitrage Fund Regular-Growth?
The NAV of Sundaram Arbitrage Fund Regular-Growth, as of 24 Mar 2026, is ₹15.0542.
Who manages the Sundaram Arbitrage Fund Regular-Growth?
The fund managers responsible for Sundaram Arbitrage Fund Regular-Growth are:
- Dwijendra Srivastava
- Rohit Seksaria
- Ashish Aggarwal