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

Sundaram Arbitrage Monthly IDCW Reinvest Direct Plan

NAV
₹12.9299
+0.20%
(28 Mar)
AUM
220 Cr
TER
0.27%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+8.1%
+8.1%
+8.1%
+7.6%
+6.6%
3Y
+7.6%
+7.6%
+7.4%
+7.4%
+6.9%
+6.4%
5Y
+6.4%
+6.4%
+6.4%
+6.4%
+5.0%
+5.3%
ALL
+6.7%
+6.7%
+6.3%
+6.3%
+4.0%
+6.3%
VOL
2.2%
2.2%
1.1%
1.1%
1.9%
-
TER
0.4%
0.4%
0.3%
0.3%
0.3%
-
AUM
₹19,341 Cr
₹19,341 Cr
₹12,682 Cr
₹12,682 Cr
₹220 Cr
-
INFO
3.09
3.09
5.54
5.54
2.10
-
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 28th Feb
Top holdings
Cash Offset For Derivatives
73.2%
Sundaram Money Market Dir Gr
10.1%
Future on Reliance Industries Ltd
8.7%
Reliance Industries Ltd
8.6%
Icici Bank Limited March 2025
6.4%
ICICI Bank Ltd
6.4%
Treps
5.8%
Future on Axis Bank Ltd
5.6%
Axis Bank Ltd
5.6%
7.38% Govt Stock 2027
4.6%
Top industry exposure
Financial Services
20.9%
Energy
11.6%
Industrials
7.1%
Consumer Cyclical
6.7%
Basic Materials
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
85%
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