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Sundaram Arbitrage Fund Regular Plan - Growth

Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
Asset Class: Mixed Asset
Benchmark: Nifty 50 Arbitrage TRI
Expense Ratio: 1.8% As on (30-06-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 649.72 Cr As on (30-06-2026)
Turn over: 99.1
NAV (₹): 15.3716
₹ 0.01 ( 0.0416%)
as on 31-07-2026
CAGR Since Inception - 4.25%
Nifty 50 Arbitrage TRI - 6.31%

Fund Managers

Rohit Seksaria, Dwijendra Srivastava


Investment Objective

To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities

PERFORMANCE of Sundaram Arbitrage Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 31-07-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Arbitrage Fund Regular Plan - Growth 5.91 6.62 5.57 4.19 4.25
Benchmark - - - - -
Hybrid: Arbitrage 5.81 6.68 5.82 5.58 5.52

RETURNS CALCULATOR for Sundaram Arbitrage Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Arbitrage Fund Regular Plan - Growth 0.78 1.48 0.47 0.16 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 5.91 6.27 6.62 5.57 4.19
Quant Arbitrage Fund Gr Reg Plan 04-04-2025 6.87 0.0 0.0 0.0 0.0
WhiteOak Capital Arbitrage Fund Reg Gr 09-09-2024 6.25 0.0 0.0 0.0 0.0
Franklin India Arbitrage Fund Gr 19-11-2024 6.11 0.0 0.0 0.0 0.0
Invesco India ArbitrageGr 30-04-2007 6.03 6.48 6.93 6.25 5.79
Parag Parikh Arbitrage Fund Reg Gr 01-11-2023 6.01 6.38 0.0 0.0 0.0
ICICI Pru Arbitrage Fund Gr 30-12-2006 5.99 6.5 6.91 6.05 5.76
Kotak Arbitrage Fund Reg Gr 29-09-2005 5.99 6.5 7.01 6.22 5.9
Motilal Oswal Arbitrage Fund Reg Gr 01-12-2024 5.99 0.0 0.0 0.0 0.0
HSBC Arbitrage Fund Reg Gr 30-06-2014 5.97 6.29 6.74 5.84 5.71

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Arbitrage Fund Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)