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

Sundaram Arbitrage Monthly IDCW Payout Direct Plan

NAV
₹13.7965
+0.02%
(17 Mar)
AUM
335 Cr
TER
0.28%
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
+7.1%
+7.1%
+6.9%
+6.9%
+6.9%
+6.4%
3Y
+7.5%
+7.8%
+7.8%
+7.8%
+7.8%
+7.1%
5Y
+6.1%
+6.8%
+6.8%
+6.8%
+6.8%
+6.0%
ALL
NA
+6.5%
+7.0%
+7.0%
+7.0%
+6.8%
VOL
1.8%
1.1%
2.4%
2.4%
2.4%
-
TER
0.3%
0.3%
0.4%
0.4%
0.4%
-
AUM
₹335 Cr
₹21,327 Cr
₹71,265 Cr
₹71,265 Cr
₹71,265 Cr
-
INFO
0.00
5.92
2.99
2.99
2.99
-
See fund holdings as of 28th Feb
Top holdings
Cash Offset For Derivatives
71.0%
Sundaram Money Market Dir Gr
9.1%
Future on Reliance Industries Ltd
7.8%
Reliance Industries Ltd
7.8%
Future on ICICI Bank Ltd
7.2%
ICICI Bank Ltd
7.2%
Sundaram Liquid Dir Gr
6.7%
Future on HDFC Bank Ltd
6.3%
HDFC Bank Ltd
6.3%
Rec Ltd (Prev : Rural Electrification Corporation Ltd) Mar-2026
4.7%
Top industry exposure
Financial Services
31.6%
Energy
7.8%
Utilities
7.6%
Consumer Defensive
6.8%
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

FAQs