Sundaram Arbitrage Monthly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Arbitrage Monthly IDCW Payout Direct Plan

NAV
₹12.0663
-0.09%
(22 Apr)
AUM
102 Cr
TER
0.28%
Risk
Low Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.5%
+8.5%
+7.9%
+7.5%
+7.5%
+7.3%
3Y
+6.5%
+6.5%
+5.3%
+6.7%
+6.7%
+5.3%
5Y
+6.0%
+6.0%
+3.9%
+4.2%
+4.2%
+5.0%
ALL
+6.6%
+6.6%
NA
+5.3%
+5.3%
+6.1%
VOL
2.2%
2.2%
2.0%
4.1%
4.1%
-
TER
0.4%
0.4%
0.3%
0.4%
0.4%
-
AUM
₹17,729 Cr
₹17,729 Cr
₹102 Cr
₹115 Cr
₹115 Cr
-
INFO
2.95
2.95
0.00
1.30
1.30
-
See fund holdings as of 29th Feb
Top holdings
Cash Offset For Derivatives
71.9%
364 DTB 14032024
10.6%
Ambuja Cements Limited March 2024
9.3%
Ambuja Cements Ltd
9.3%
Indus Towers Limited March 2024
8.9%
Indus Towers Ltd Ordinary Shares
8.8%
Icici Bank Limited March 2024
8.7%
ICICI Bank Ltd
8.7%
Reliance Industries Limited March 2024
8.6%
Reliance Industries Ltd
8.5%
Top industry exposure
Financial Services
26.6%
Basic Materials
12.6%
Communication Services
8.8%
Energy
8.5%
Real Estate
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
975%
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