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

Sundaram Arbitrage Monthly IDCW Reinvest Direct Plan

NAV
₹12.0771
+0.07%
(19 Apr)
AUM
94 Cr
TER
0.28%
Risk
Low Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.6%
+8.6%
+7.9%
+7.6%
+7.6%
+7.4%
3Y
+6.5%
+6.5%
+5.4%
+6.7%
+6.7%
+5.4%
5Y
+6.0%
+6.0%
+3.9%
+4.2%
+4.2%
+5.0%
ALL
+6.6%
+6.6%
+3.6%
+5.3%
+5.3%
+6.1%
VOL
2.2%
2.2%
2.0%
4.1%
4.1%
-
TER
0.4%
0.4%
0.3%
0.4%
0.4%
-
AUM
₹17,729 Cr
₹17,729 Cr
₹94 Cr
₹115 Cr
₹115 Cr
-
INFO
2.95
2.95
1.81
1.30
1.30
-
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 29th Feb
Top holdings
Cash Offset For Derivatives
71.9%
364 DTB 14032024
10.6%
Ambuja Cements Limited March 2024
9.3%
Ambuja Cements Ltd
9.3%
Indus Towers Limited March 2024
8.9%
Indus Towers Ltd Ordinary Shares
8.8%
Icici Bank Limited March 2024
8.7%
ICICI Bank Ltd
8.7%
Reliance Industries Limited March 2024
8.6%
Reliance Industries Ltd
8.5%
Top industry exposure
Financial Services
26.6%
Basic Materials
12.6%
Communication Services
8.8%
Energy
8.5%
Real Estate
8.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
975%
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