Sundaram Arbitrage Fund Regular-Growth
Hybrid, Arbitrage, Principal at low risk
1 Year Return 5.67% at 08 Jun 2026 12:37 PM
Sundaram Arbitrage Fund Regular-Growth: Mutual Fund Overview
Sundaram Arbitrage Fund Regular-Growth is an Arbitrage mutual fund with over 10.13 years of performance history. The scheme manages an AUM of ₹441.51 Cr and has a NAV of ₹15.2037. It is rated '3' 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 5.67%.
Fund Details
NAV 15.2037
Sub-Type Arbitrage
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 10.13
Fund Size(in Crores) 441.51
Fund Performance
1 Month 0.37%
3 Month 1.29%
6 Month 2.87%
1 Year 5.67%
3 Year 6.57%
5 Year 5.51%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.12%) Market Cap Large Cap 32.01 Mid Cap 35.14 Small Cap 28.98 Top Sectors Healthcare 91.43 Chemicals 4.69 Top Holding Abbott India 2.91 Acutaas Chemicals 1.93 Alkem Laboratories 3.2 Anthem Biosciences 2.28 Apollo Hospitals Enterprise 6.52 Artemis Medicare Services 2.7 Aurobindo Pharma 5.15 Cipla 3.03 Concord Biotech 2.77 Divi's Laboratories 4.74 Dr. Agarwal's Health Care 2.08 Fortis Healthcare 4.7 Gland Pharma 2.91 Glenmark Pharmaceuticals 3.41 Global Health 1.98 Ipca Laboratories 3.01 Mankind Pharma 2.28 Max Healthcare Institute 1.97 Metropolis Healthcare 2.67 Navin Fluorine International 3.32 Neuland Laboratories 4.59 Onesource Specialty Pharma 4.56 Piramal Pharma 4.33 Sun Pharmaceutical Industries 11.22 Torrent Pharmaceuticals 6.5 Vinati Organics 1.37
Debt & Others (3.88%) Sector Allocation Repo 4.17 Net Payables -0.29 Debt Credit Ratings Debt Category Others 3.88
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-Growth Ret 1M 3.39% Ret 1Y 10.62% Ret 3Y 23.31% Ret 5Y 12.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Ret 1M 3.39% Ret 1Y 10.62% Ret 3Y 23.31% Ret 5Y 12.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Pharma & Healthcare Fund Regular-IDCW Reinvestment Ret 1M 3.39% Ret 1Y 10.62% Ret 3Y 23.31% Ret 5Y 12.6%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-Growth Ret 1M 3.87% Ret 1Y 9.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Payout Ret 1M 3.87% Ret 1Y 9.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Healthcare Fund Regular-IDCW Reinvestment Ret 1M 3.87% Ret 1Y 9.17% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan BSE Healthcare Index Fund Regular-Growth Ret 1M 3.46% Ret 1Y 8.34% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular-Growth Ret 1M 2.37% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular-IDCW Ret 1M 2.37% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Healthcare Fund Regular-IDCW Reinvestment Ret 1M 2.37% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Health and Wellness Fund Regular-Growth Ret 1M 3.41% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.0%
Exit Load 1.0%
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.
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.
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) 3
Date of Incorporation 2016-04-21
Total AUM 75523.59
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 08 Jun 2026.
What is the NAV of Sundaram Arbitrage Fund Regular-Growth?
The NAV of Sundaram Arbitrage Fund Regular-Growth is ₹15.2037 as of 08 Jun 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 ₹441.51 Cr as of 08 Jun 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 5.51%.
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 08 Jun 2026, is ₹15.2037.
Who manages the Sundaram Arbitrage Fund Regular-Growth?
The fund managers responsible for Sundaram Arbitrage Fund Regular-Growth are:
- Dwijendra Srivastava
- Ashish Aggarwal
- Rohit Seksaria