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

Sundaram Arbitrage Monthly IDCW Payout Direct Plan

NAV
₹13.2800
+0.05%
(19 Aug)
AUM
277 Cr
TER
0.17%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.7%
+7.7%
+7.5%
+7.5%
+7.3%
+6.5%
3Y
+7.9%
+7.9%
+7.9%
+7.9%
+7.4%
+6.9%
5Y
+6.5%
+6.5%
+6.5%
+6.5%
+5.6%
+5.6%
ALL
+6.4%
+6.4%
+6.8%
+6.8%
NA
+6.3%
VOL
1.1%
1.1%
2.1%
2.1%
1.9%
-
TER
0.3%
0.3%
0.4%
0.4%
0.2%
-
AUM
₹17,291 Cr
₹17,291 Cr
₹24,205 Cr
₹24,205 Cr
₹277 Cr
-
INFO
5.68
5.68
3.18
3.18
0.00
-
See fund holdings as of 31st Jul
Top holdings
Cash Offset For Derivatives
71.2%
Treps
9.9%
ICICI Bank Ltd
8.3%
Future on ICICI Bank Ltd
8.3%
Itc Limited Aug 2025
7.0%
ITC Ltd
6.9%
Future on Reliance Industries Ltd
6.9%
Reliance Industries Ltd
6.9%
Future on Axis Bank Ltd
4.2%
Axis Bank Ltd
4.2%
Top industry exposure
Financial Services
28.8%
Energy
9.3%
Consumer Defensive
8.8%
Basic Materials
5.9%
Industrials
4.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
84%
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