DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
Alternative StrategiesArbitrage Fund
Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl
3Y Annualised
7.45%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.66%
0.01% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 8 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹321.40 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.005%
If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment exit load of 0.25% of the applicable NAV will be charged. For redemption or transfer by way of STP or withdrawal by way of SWP after 15 days from the date of allotment Nil. For redemption or transfer by way of STP or withdrawal by way of SWP after 15 days from the date of allotment Nil.
Risk Profile
Low Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Equity Arbitrage Fund Institutional Plan Growth
1.13%
2nd
ICICI Prudential Equity Arbitrage Fund Direct Plan Bonus
1.13%
3rd
HSBC Arbitrage Fund Regular Bonus
0.68%
4th
Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl
0.66%
5th
Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl
0.66%
Fund Managers
RS
Rohit SeksariaFund Manager Since 1 Jan 2022
AA
Ashish AggarwalFund Manager Since 1 Jan 2022
About Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl
Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl is a Alternative Strategies mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 9 years, having been launched on 2016-04-21. Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl has ₹321.40 Cr worth of assets under management (AUM) as of Tue Feb 10 2026. The latest Net Asset Value (NAV) of Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl as of Mon Feb 09 2026 is ₹13.7053. The fund has an expense ratio of 0.3%, which is medium comparable to most other Alternative Strategies funds.
Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl returns for the last 1 year are 7.04%. Since launch, it has delivered % average annual returns.
The Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl has the majority of its money invested in null, Energy, Financial Services, Consumer Defensive sectors.
Top 5 Holdings of Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl.
- Reliance Industries Ltd Jan-2026: 9.16%
- Reliance Industries Ltd: 9.11%
- Sundaram Money Market Dir Gr: 8.14%
- Icici Bank Ltd Jan-2026: 7.35%
- ICICI Bank Ltd: 7.31%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2016-04-21 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
