Sundaram Arbitrage Fund Regular-IDCW Monthly Reinvestment
Sundaram Arbitrage Fund Regular-IDCW Monthly Reinvestment: Mutual Fund Overview
Sundaram Arbitrage Fund Regular-IDCW Monthly Reinvestment is an Arbitrage mutual fund with over 9.89 years of performance history. The scheme manages an AUM of ₹334.79 Cr and has a NAV of ₹13.2103. 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 6.07%.
Hybrid, Arbitrage, Principal at low risk
1 Year Return 6.07% at 12 Mar 2026 06:27 PM
Fund Details
NAV 13.2103
Sub-Type Arbitrage
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 9.89
Fund Size(in Crores) 334.79
Fund Performance
1 Month 0.49%
3 Month 1.61%
6 Month 2.99%
1 Year 6.07%
3 Year 6.67%
5 Year 5.52%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.4%) Market Cap Large Cap 48.93 Mid Cap 21.4 Small Cap 24.07 Top Sectors Consumer Staples 38.51 Services 20.53 Consumer Discretionary 16.97 Automobile 9.62 Financial 3.47 Healthcare 2.99 Materials 1.32 Capital Goods 0.99 Top Holding BSE 3.13 Titan Company 7.82 Ather Energy 2.01 Dr. Lal Pathlabs 1.01 Bikaji Foods International 3.34 Nestle India 5.83 Tata Consumer Products 4.4 Dabur India 1.12 Metro Brands 1.94 Eternal 7.74 ITC 4.79 Billionbrains Garage Ventures 1.32 PG Electroplast 0.99 Hyundai Motor 1.1 CarTrade Tech 3.33 LG Electronics India 3.43 AWL Agri Business 1.08 PNGS Reva Diamond Jewellery 1.61 Bajaj Auto 3.24 DOMS Industries 2.99 Meesho 0.45 Pricol 1.12 United Spirits 2.3 Trent 1.69 Gillette India 1.51 MCX 3.18 Cera Sanitaryware 1.32 Radico Khaitan 4.31 HDFC AMC 2.15 Blue Star 2.17 Godrej Agrovet 0.81 Maruti Suzuki India 2.15 Apollo Hospitals Enterprise 1.98 Hindustan Unilever 1.61 Ethos 1.01 Varun Beverages 4.42
Debt & Others (5.6%) Sector Allocation Repo 0.13 Cash/Net Current Assets 5.47 Debt Credit Ratings Debt Category Others 5.6
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-Growth Ret 1M 0.48% Ret 1Y 6.38% Ret 3Y 6.99% Ret 5Y 5.92%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Ret 1M 0.48% Ret 1Y 6.38% Ret 3Y 6.99% Ret 5Y 5.92%
Equity, Flexi Cap funds Aditya Birla Sun Life Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 6.38% Ret 3Y 6.99% Ret 5Y 5.92%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-Growth Ret 1M 0.49% Ret 1Y 6.31% Ret 3Y 6.92% Ret 5Y 5.9%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Payout Ret 1M 0.49% Ret 1Y 6.31% Ret 3Y 6.92% Ret 5Y 5.9%
Equity, Flexi Cap funds Axis Arbitrage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.49% Ret 1Y 6.31% Ret 3Y 6.92% Ret 5Y 5.9%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-Growth Ret 1M 0.47% Ret 1Y 5.97% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 5.97% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Arbitrage Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 5.97% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-Growth Ret 1M 0.46% Ret 1Y 6.1% Ret 3Y 6.91% Ret 5Y 5.83%
Equity, Flexi Cap funds Bandhan Arbitrage Fund Regular-IDCW Monthly Ret 1M 0.46% Ret 1Y 6.1% Ret 3Y 6.91% 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
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.
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.
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.
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) 16
Date of Incorporation 2016-04-21
Total AUM 75674.2
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
