Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment
Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment: Mutual Fund Overview
Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment 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 ₹13.8108. 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 7.05%.
Hybrid, Arbitrage, Principal at low risk
1 Year Return 7.05% at 24 Mar 2026 03:55 PM
Fund Details
NAV 13.8108
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 0.48%
3 Month 1.77%
6 Month 3.54%
1 Year 7.05%
3 Year 7.45%
5 Year 6.25%
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%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Alternative Investment Fund 0.28 CBLO 0.02 Certificate of Deposit 60.36 Debt Credit Ratings A1+ 85.89 SOV 12.57 Cash & Call Money 1.27 Others 0.28 Debt Category Ujjivan Small Finance Bank 0.46 Kotak Mahindra Bank 4.55 IDFC First Bank 1.64 Indian Bank 5.59
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -2.31% Ret 1Y 6.32% Ret 3Y 9.4% Ret 5Y 6.75%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -2.31% Ret 1Y 6.32% Ret 3Y 9.4% Ret 5Y 6.75%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -2.31% Ret 1Y 6.32% Ret 3Y 9.4% Ret 5Y 6.75%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -4.13% Ret 1Y 2.33% Ret 3Y 9.47% Ret 5Y 7.38%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -1.22% 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): 0.29%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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) 9
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 Direct-IDCW Monthly Reinvestment FAQs
How to invest in Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
Investing in Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment 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 Direct-IDCW Monthly Reinvestment 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 Direct-IDCW Monthly Reinvestment?
The term expense ratio for Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment 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 Direct-IDCW Monthly Reinvestment is 0.29% as of 24 Mar 2026.
What is the NAV of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The NAV of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment is ₹13.8108 as of 24 Mar 2026.
What is the AUM of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The AUM (Assets Under Management) of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment is ₹334.79 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The PE ratio of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment 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 Direct-IDCW Monthly Reinvestment?
Yes, you can invest in Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment 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 Direct-IDCW Monthly Reinvestment in the last 5 years?
The return of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment in the last 5 years is 6.25%.
What is the minimum SIP investment required in Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The minimum SIP investment in Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The NAV of Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment, as of 24 Mar 2026, is ₹13.8108.
Who manages the Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment?
The fund managers responsible for Sundaram Arbitrage Fund Direct-IDCW Monthly Reinvestment are:
- Rohit Seksaria
- Dwijendra Srivastava
- Ashish Aggarwal