Sundaram Arbitrage Fund Regular-Growth
Hybrid
Arbitrage
₹-0.21% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
5 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹554 Cr
- Created on4 April 2016
Fund Ranking
#19
/ 25 in Arbitrage
Risk Level
Low
Low
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Returns
Trailing Return
Rolling Return
- 6 Month2.9%
- 1 Year5.9%
- 3 Year (CAGR)6.5%
- All Time (CAGR)4.5%
Category Return
- 6 Month2.8%
- 1 Year5.8%
- 3 Year (CAGR)6.5%
- All Time (CAGR)6.6%
Asset Allocation
- Equity-0.3%
- Debt24.4%
- Other75.9%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland6.29%
- Ashok Leyland-6.31%
- Bajaj Finance7.13%
- Bajaj Finance-3.66%
- Bajaj Finance-3.51%
Fund Information
- Expense Ratio1.77%
- Exit LoadFor units in excess of 25% of the investment,1% will be charged for redemption within 15 days
- Lock-In PeriodNo Lock-In
Managed By
Dwijendra Srivastava
Jan 2022 - Present
Ashish Aggarwal
Jan 2022 - Present
Rohit Seksaria
Jan 2022 - Present
Kumaresh Ramakrishnan
June 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 1.15 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.47 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00