Sundaram Arbitrage Fund Regular Plan - Growth
Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
AUM:
₹ 553.9 Cr
Expense Ratio
1.77%
Benchmark
Nifty 50 Arbitrage TRI
ISIN
INF173K01NB6
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rohit Seksaria, Kumaresh Ramakrishnan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Arbitrage Fund Regular Plan - Growth | 6.19 | 6.51 | 5.7 |
| Nifty 50 Arbitrage Index | 7.29 | 7.44 | 6.64 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.4941
Last change
0.04 (0.284%)
Fund Size (AUM)
₹ 553.9 Cr
Performance
4.27% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Fund Manager
Rohit Seksaria, Kumaresh Ramakrishnan
Riskometer
Low
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Sundaram Money Market Fund-Direct Plan - Growth | 9.23 |
| RELIANCE INDUSTRIES LIMITED EQ | 8.49 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.34 |
| Bajaj Finance Limited | 7.13 |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | 6.29 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.85 |
| 364 DAY T-BILL 25.02.27 | 5.26 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.91 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.81 |
| 364 DTB (28-AUG-2026) | 2.7 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.55 |
| Oil, Gas & Consumable Fuels | 8.67 |
| Capital Goods | 6.31 |
| Telecommunication | 4.91 |
| Metals & Mining | 4.32 |
| Automobile and Auto Components | 4.13 |
| Fast Moving Consumer Goods | 3.2 |
| Construction | 2.51 |
| Chemicals | 2.4 |
| Consumer Services | 2.11 |
