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

Sundaram Arbitrage Monthly IDCW Payout Direct Plan

NAV
₹13.5414
+0.03%
(12 Dec)
AUM
335 Cr
TER
0.17%
Risk
Low Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.2%
+7.2%
+7.1%
+7.1%
+7.1%
+6.2%
3Y
+7.9%
+7.9%
+7.9%
+7.9%
+7.5%
+7.1%
5Y
+6.6%
+6.6%
+6.7%
+6.7%
+5.8%
+5.8%
ALL
+6.5%
+6.5%
+6.8%
+6.8%
NA
+6.7%
VOL
1.1%
1.1%
2.1%
2.1%
1.8%
-
TER
0.3%
0.3%
0.4%
0.4%
0.2%
-
AUM
₹20,154 Cr
₹20,154 Cr
₹27,562 Cr
₹27,562 Cr
₹335 Cr
-
INFO
5.83
5.83
3.20
3.20
0.00
-
See fund holdings as of 31st Oct
Top holdings
Cash Offset For Derivatives
77.2%
Future on Reliance Industries Ltd
8.4%
Reliance Industries Ltd
8.4%
Sundaram Money Market Dir Gr
7.8%
Future on ICICI Bank Ltd
6.5%
ICICI Bank Ltd
6.4%
Future on ITC Ltd
6.0%
ITC Ltd
5.9%
Future on Axis Bank Ltd
4.1%
Axis Bank Ltd
4.0%
Top industry exposure
Financial Services
32.3%
Energy
10.4%
Consumer Defensive
8.0%
Industrials
7.4%
Basic Materials
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
92%
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