Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
Asset Class:
Benchmark: NIFTY 50 Arbitrage TRI
Expense Ratio: 1.01% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 100.0
Total Assets: 254.53 Cr As on ( 30-06-2025)
Turn over: 981
NAV as on 18-07-2025
14.4794
0 ( 0.02% )
CAGR Since Inception
4.06%
NIFTY 50 Arbitrage TRI 6.22%
Performance of Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Fund Managers

FM 1 -Mr. Rohit Seksaria, FM 2 -Mr. Ashish Aggarwal, FM 3 -Dwijendra Srivastava

Investment Objective

An open ended scheme investing in arbitrage opportunitiesTo generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments

Returns Calculator for Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth 0.78 1.21 -0.18 0.65 6.57 0.67
Hybrid: Arbitrage - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Arbitrage Fund Reg Gr 21-04-2016 6.6 6.9 6.59 4.87 0.0
UTI Arbitrage Reg Gr 22-06-2006 7.02 7.4 7.0 5.63 5.82
ICICI Pru Equity Arbitrage Gr 30-12-2006 6.99 7.32 6.99 5.62 5.8
SBI Arbitrage Opportunities Reg Gr 03-11-2006 6.98 7.33 7.13 5.74 5.73
Kotak Arbitrage Fund Reg Gr 29-09-2005 6.95 7.46 7.16 5.82 5.94
Invesco India Arbitrage Gr 30-04-2007 6.91 7.33 7.15 5.75 5.82
ABSL Arbitrage Reg Gr 24-07-2009 6.89 7.26 6.91 5.57 5.74
Edelweiss Arbitrage Reg Gr 05-06-2014 6.88 7.31 6.99 5.66 5.9
Tata Arbitrage Reg Gr 05-12-2018 6.86 7.22 6.89 5.56 0.0
HDFC Arbitrage Wholesale Gr 10-10-2007 6.83 7.3 6.98 5.58 5.66

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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