DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AlternativeArbitrage Fund
Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl
3Y Annualised
7.10%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.83%
0.06% 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
10 years 1 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹289.87 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If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment No exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment exit load of 0.25% of the applicable NAV will be charged.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
Sundaram Arbitrage Fund - Direct Plan - Growth
0.84%
4th
Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl
0.83%
5th
Sundaram Arbitrage Fund Direct Plan- Monthly Payout of Income Distribution cum capital Wdrl
0.83%
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 Reinvestment of Income Distribution cum capital Wdrl
Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl is a Alternative 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 Reinvestment of Income Distribution cum capital Wdrl has ₹289.87 Cr worth of assets under management (AUM) as of Sat May 03 2025. The latest Net Asset Value (NAV) of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl as of Fri May 02 2025 is ₹13.045. The fund has an expense ratio of 0.25%, which is medium comparable to most other Alternative funds.
Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl returns for the last 1 year are 8.06%. Since launch, it has delivered 4.05% average annual returns.
The Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl has the majority of its money invested in null, Energy, Financial Services sectors.
Top 5 Holdings of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl.
- Sundaram Money Market Dir Gr: 8.76%
- Sundaram Liquid Dir Gr: 8.67%
- Future on Reliance Industries Ltd: 8.40%
- Reliance Industries Ltd: 8.36%
- Future on ICICI Bank Ltd: 7.27%
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 Reinvestment 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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Sundaram Banking & PSU Fund Regular Growth
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FAQs
What is the current NAV of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What are the average returns of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
How do I invest in Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What is the expense ratio of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What are net assets under management (AUM) of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What is the PE and PB ratio of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What are the top 5 holdings of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What are the top 3 sectors that Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl has invested in?
Who is the manager of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
What is the exit load of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
How to Redeem Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
Can I invest in SIP and a Lump Sum of Sundaram Arbitrage Fund Direct Plan- Monthly Reinvestment of Income Distribution cum capital Wdrl?
