Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Hybrid: Arbitrage
Status: Open Ended Schemes
Launch Date: 21-04-2016
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 50 Arbitrage TRI
Total Assets: 331.15 As on (31-10-2025)
Expense Ratio: 1.0% As on (31-10-2025)
Turn over: 81.00% | Exit Load: W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 0.25% if redeemed/ SWP/STP within 15 days from the date of allotment. NIL if redeemed /SWP/STP after 15 days from the date of allotment. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.Generally, the exit load will be calculated on First in First out (FIFO) basis.
NAV as on 05-12-2025
14.7788
0.0043
CAGR Since Inception
4.12%
NIFTY 50 Arbitrage TRI 6.26%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth | 6.06 | 6.79 | 5.16 | - | 4.12 |
| Benchmark | - | - | - | - | - |
| Hybrid: Arbitrage | 6.08 | 6.9 | 5.56 | 5.69 | 5.46 |
Funds Manager
FM1- Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3- Mr. Dwijendra Srivastava
RETURNS CALCULATORS for Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Arbitrage Fund Reg Gr | 21-04-2016 | 6.06 | 6.61 | 6.79 | 5.16 | 0.0 |
| WhiteOak Capital Arbitrage Fund Reg Gr | 09-09-2024 | 6.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Arbitrage Reg Gr | 22-06-2006 | 6.49 | 7.1 | 7.21 | 5.83 | 5.81 |
| SBI Arbitrage Opportunities Reg Gr | 03-11-2006 | 6.46 | 7.01 | 7.26 | 5.98 | 5.75 |
| Kotak Arbitrage Fund Reg Gr | 29-09-2005 | 6.37 | 7.11 | 7.29 | 5.99 | 5.93 |
| ABSL Arbitrage Reg Gr | 24-07-2009 | 6.36 | 6.96 | 7.09 | 5.77 | 5.74 |
| ICICI Pru Equity Arbitrage Gr | 30-12-2006 | 6.36 | 7.0 | 7.12 | 5.81 | 5.79 |
| Invesco India Arbitrage Gr | 30-04-2007 | 6.36 | 7.0 | 7.22 | 5.97 | 5.81 |
| ITI Arbitrage Reg Gr | 05-09-2019 | 6.34 | 6.85 | 6.69 | 4.93 | 0.0 |
| Edelweiss Arbitrage Reg Gr | 05-06-2014 | 6.32 | 6.98 | 7.13 | 5.84 | 5.87 |
Asset Allocation (%)
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 | 1.98 | 0.34 | 0.35 | 6.57 | 0.67 |
| Hybrid: Arbitrage | - | - | - | - | - | - |