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

Sundaram Arbitrage Monthly IDCW Reinvest Direct Plan

NAV
₹12.7309
-0.03%
(14 Jan)
AUM
234 Cr
TER
0.27%
Risk
Low Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.3%
+8.3%
+8.1%
+8.1%
+7.6%
+7.2%
3Y
+7.3%
+7.3%
+7.5%
+7.5%
+6.6%
+6.3%
5Y
+6.2%
+6.2%
+6.3%
+6.3%
+4.9%
+5.3%
ALL
+7.0%
+7.0%
+6.7%
+6.7%
+3.9%
+6.2%
VOL
2.4%
2.4%
2.2%
2.2%
1.9%
-
TER
0.4%
0.4%
0.4%
0.4%
0.3%
-
AUM
₹54,915 Cr
₹54,915 Cr
₹18,910 Cr
₹18,910 Cr
₹234 Cr
-
INFO
2.97
2.97
3.06
3.06
2.04
-
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 Monthly IDCW Reinvest (DR)
₹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 30th Nov
Top holdings
Cash Offset For Derivatives
68.8%
Future on Reliance Industries Ltd
7.7%
Reliance Industries Ltd
7.7%
Hdfc Bank Limited December 2024
6.8%
HDFC Bank Ltd
6.7%
Sundaram Liquid Dir Gr
6.6%
Treps
6.1%
Future on Punjab National Bank
5.6%
Punjab National Bank
5.6%
7.38% Govt Stock 2027
4.4%
Top industry exposure
Financial Services
23.1%
Energy
10.8%
Consumer Cyclical
7.1%
Basic Materials
7.1%
Communication Services
5.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
82%
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