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

Sundaram Arbitrage Monthly IDCW Reinvest Direct Plan

NAV
₹13.1519
+0.11%
(13 Jun)
AUM
299 Cr
TER
0.16%
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
+7.8%
+7.8%
+7.8%
+7.8%
+7.7%
+6.8%
3Y
+7.7%
+7.7%
+7.8%
+7.8%
+7.2%
+6.8%
5Y
+6.4%
+6.4%
+6.4%
+6.4%
+5.3%
+5.5%
ALL
+6.4%
+6.4%
+6.8%
+6.8%
+4.1%
+6.3%
VOL
1.1%
1.1%
2.1%
2.1%
1.9%
-
TER
0.3%
0.3%
0.4%
0.4%
0.2%
-
AUM
₹14,982 Cr
₹14,982 Cr
₹22,341 Cr
₹22,341 Cr
₹299 Cr
-
INFO
5.63
5.63
3.16
3.16
2.18
-
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 May
Top holdings
Cash Offset For Derivatives
68.4%
Future on Reliance Industries Ltd
9.1%
Reliance Industries Ltd
9.0%
Sundaram Money Market Dir Gr
8.6%
Treps
7.7%
Future on ICICI Bank Ltd
7.6%
ICICI Bank Ltd
7.5%
Future on ITC Hotels Ltd
6.6%
ITC Ltd
6.5%
Sundaram Liquid Dir Gr
5.1%
Top industry exposure
Financial Services
23.3%
Energy
11.6%
Consumer Defensive
8.2%
Basic Materials
5.2%
Communication Services
5.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
81%
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