Sundaram Arbitrage Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Arbitrage Growth Direct Plan

NAV
₹14.5465
+0.12%
(8 Nov)
AUM
163 Cr
TER
0.28%
Risk
Low Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+8.4%
+8.3%
+8.3%
+8.1%
+7.8%
+7.4%
3Y
+7.0%
+7.2%
+7.0%
+6.9%
+6.2%
+6.1%
5Y
+6.1%
+6.2%
+6.2%
+5.8%
+4.8%
+5.2%
ALL
+7.1%
+7.0%
+6.8%
+6.8%
+4.5%
+6.2%
VOL
1.0%
1.0%
1.0%
1.1%
1.3%
-
TER
0.4%
0.4%
0.4%
0.4%
0.3%
-
AUM
₹53,683 Cr
₹17,657 Cr
₹12,233 Cr
₹31,103 Cr
₹163 Cr
-
INFO
6.92
6.71
6.91
6.43
3.46
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Arbitrage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Cash Offset For Derivatives
67.1%
Treps
10.4%
Indus Towers Limited September 2024
8.3%
Indus Towers Ltd Ordinary Shares
8.3%
Hdfc Bank Limited September 2024
7.7%
HDFC Bank Ltd
7.7%
Bharti Airtel Limited September 2024
5.9%
Bharti Airtel Ltd
5.9%
Ambuja Cements Limited September 2024
5.7%
Ambuja Cements Ltd
5.6%
Top industry exposure
Financial Services
20.9%
Communication Services
14.6%
Basic Materials
10.5%
Energy
5.6%
Real Estate
4.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
78%
Lock-in period
-
Exit load
• 0.25% for redemption within 15 days
Fund objective
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Fund manager(s)
Dwijendra Srivastava
Rohit Seksaria
Ashish Aggarwal

FAQs