Sundaram Arbitrage Fund Direct dividend reinvestment

Equity • Arbitrage • Direct dividend reinvestment

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Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Arbitrage

Direct dividend reinvestment

Launched On
21 Apr 2016
10 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹13.87
-0.0123% (0.00)
AUM
₹355 Cr
Expense ratio
0.28%
Benchmark
NIFTY 50 Arbitrage
Fund Plan
Monthly
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 15D

0.25%

If units sold after 15D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

44.75%
Energy

Energy

10.99%
Utilities

Utilities

10.74%
Consumer Defensive

Consumer Defensive

9.57%
Basic Materials

Basic Materials

9.22%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹63,545 Cr • Rank #21
Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.

Fund Managers

Rohit Seksaria

Experience: 8.29 yrs • Total AUM: 1,46,311 Cr

Dwijendra Srivastava

Experience: 15.72 yrs • Total AUM: 3,42,827 Cr

Risk

Category risk
Very low
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.