Sundaram Arbitrage Fund Regular Plan - Growth
Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
AUM:
₹ 649.72 Cr
Expense Ratio
1.8%
Benchmark
Nifty 50 Arbitrage TRI
ISIN
INF173K01NB6
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Rohit Seksaria, Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Arbitrage Fund Regular Plan - Growth | 6.07 | 6.66 | 5.62 |
| Benchmark | - | - | - |
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
15.413
Last change
0 (0.0143%)
Fund Size (AUM)
₹ 649.72 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, Dwijendra Srivastava
Riskometer
Low
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 6.31 |
| Bajaj Finance Limited | 6.17 |
| 364 DAY T-BILL 25.02.27 | 6.14 |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | 5.96 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.91 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 5.35 |
| RELIANCE INDUSTRIES LIMITED EQ | 5.26 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.96 |
| Sundaram Money Market Fund-Direct Plan - Growth | 4.37 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.31 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.01 |
| Fast Moving Consumer Goods | 7.26 |
| Oil, Gas & Consumable Fuels | 6.21 |
| Capital Goods | 5.96 |
| Construction | 5.35 |
| Telecommunication | 4.31 |
| Metals & Mining | 2.98 |
| Automobile and Auto Components | 2.94 |
| Consumer Services | 1.65 |
| Power | 1.33 |
