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.