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

Sundaram Arbitrage Monthly IDCW Reinvest Direct Plan

NAV
₹13.7358
-0.06%
(24 Feb)
AUM
355 Cr
TER
0.28%
Risk
Low Risk
Insights
Net Asset Value (NAV) is above 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
+7.2%
+7.2%
+7.2%
+7.1%
+7.1%
+6.3%
3Y
+7.8%
+7.8%
+7.8%
+7.8%
+7.4%
+7.0%
5Y
+6.7%
+6.7%
+6.7%
+6.8%
+6.0%
+5.9%
ALL
+6.5%
+6.5%
+6.5%
+6.8%
+4.3%
+6.8%
VOL
1.1%
1.1%
1.1%
2.1%
1.8%
-
TER
0.3%
0.3%
0.3%
0.4%
0.3%
-
AUM
₹20,563 Cr
₹20,563 Cr
₹20,563 Cr
₹28,593 Cr
₹355 Cr
-
INFO
5.91
5.91
5.91
3.23
2.33
-
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 31st Jan
Top holdings
Cash Offset For Derivatives
69.9%
Sundaram Liquid Dir Gr
8.3%
Sundaram Money Market Dir Gr
7.4%
Ril0909futnsefeb2026fut
7.4%
Reliance Industries Ltd
7.3%
Icicibanknsefeb2026fut
6.7%
ICICI Bank Ltd
6.7%
NHPC Ltd
4.3%
Nhpcnsefeb2026fut
4.3%
Deutsche Investments India Private Limited - Commercial Paper - Commercial Paper
4.2%
Top industry exposure
Financial Services
29.6%
Energy
9.8%
Utilities
7.0%
Basic Materials
6.5%
Consumer Defensive
6.3%
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