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Fund Overview of Sundaram Arbitrage Fund Regular-growth
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₹468.0 CrAUM
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₹15.26NAV
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1.00%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Arbitrage Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.47% | NA | 1.68% |
| 6 Months | 3.10% | NA | 3.43% |
| 1 Year | 5.78% | 5.78% | 7.23% |
| 2 Years | 12.87% | 6.24% | 7.71% |
| 3 Years | 21.20% | 6.62% | 7.48% |
| 5 Years | 30.98% | 5.55% | 6.15% |
| 7 Years | 40.76% | 5.01% | NA |
| 10 Years | 54.14% | 4.42% | 6.35% |
Compare Sundaram Arbitrage Fund Regular-growth with other mutual funds in the same category
Sundaram Arbitrage Fund Regular-growth
Invesco India Arbitrage Fund Direct-growth
Invesco India Arbitrage Fund Direct-idcw
Asset Allocation
debt instruments
22.10%other assets or cash equivalents
78.40%Sundaram Arbitrage Fund Regular-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 21 Apr 2016, the fund aims Income over short-term. Income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment. It manages assets worth ₹468.0 crore as on Sun May 31, 2026. The expense ratio stands at 1%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Arbitrage Fund Regular-growth
The portfolio allocation consists of 22.10% in debt instruments, 78.40% in other assets or cash equivalents.Managed by Ashish Aggarwal, it has delivered a return of 5.78% in the last year, a total return since inception of 4.48%.
Considering individual goals investors often review best sip plans during their overall investment planning.
Key Metrics of Sundaram Arbitrage Fund Regular-growth
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Standard Deviation0.39%
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Sharpe Ratio1.02%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Invesco India Arbitrage Fund Direct-growth  |
₹24,159 | 0.53% | 1.55% | 6.59% | 7.65% | 6.89% |
| Invesco India Arbitrage Fund Direct-idcw |
₹24,159 | 0.53% | 1.55% | 6.59% | 7.65% | 6.89% |
| Kotak Arbitrage Fund Direct-growth |
₹72,079 | 0.50% | 1.56% | 6.47% | 7.67% | 6.79% |
| Kotak Arbitrage Fund Direct-idcw Monthly |
₹72,079 | 0.50% | 1.56% | 6.47% | 7.67% | 6.79% |
| Edelweiss Arbitrage Fund Direct-growth |
₹14,862 | 0.51% | 1.54% | 6.44% | 7.61% | 6.76% |
| Edelweiss Arbitrage Fund Direct-idcw |
₹14,862 | 0.51% | 1.54% | 6.44% | 7.61% | 6.76% |
| Edelweiss Arbitrage Fund Direct-idcw Monthly |
₹14,862 | 0.51% | 1.54% | 6.44% | 7.61% | 6.76% |
| Tata Arbitrage Fund Direct-growth |
₹22,760 | 0.50% | 1.56% | 6.59% | 7.66% | 6.72% |
| Tata Arbitrage Fund Direct-idcw Monthly |
₹22,760 | 0.50% | 1.56% | 6.59% | 7.66% | 6.72% |
| SBI Arbitrage Opportunities Fund Direct-growth |
₹43,266 | 0.47% | 1.51% | 6.37% | 7.48% | 6.71% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Sundaram Arbitrage Fund Direct-growth
|
₹468 | 0.56% | 1.66% | 3.47% | 6.61% | 7.39% |
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Sundaram Arbitrage Fund Regular-idcw Monthly
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₹468 | 0.49% | 1.47% | 3.10% | 5.78% | 6.62% |
|
Sundaram Arbitrage Fund Direct-idcw Monthly
|
₹468 | 0.56% | 1.66% | 3.47% | 6.61% | 7.39% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Kotak Arbitrage Fund Direct-growth |
₹72,079 | ₹42.56 | 7.67% | 6.79% | 6.48% |
| Kotak Arbitrage Fund Regular-growth |
₹72,079 | ₹39.60 | 7.03% | 6.16% | 5.89% |
| Kotak Arbitrage Fund Regular-idcw Monthly |
₹72,079 | ₹10.75 | 7.03% | 6.16% | 5.89% |
| Kotak Arbitrage Fund Direct-idcw Monthly |
₹72,079 | ₹11.23 | 7.67% | 6.79% | 6.48% |
| SBI Arbitrage Opportunities Fund-growth |
₹43,266 | ₹35.73 | 6.92% | 6.18% | 5.73% |
| SBI Arbitrage Opportunities Fund Direct-growth |
₹43,266 | ₹38.17 | 7.48% | 6.71% | 6.26% |
| SBI Arbitrage Opportunities Fund-idcw |
₹43,266 | ₹18.79 | 6.92% | 6.18% | 5.73% |
| SBI Arbitrage Opportunities Fund Direct-idcw |
₹43,266 | ₹20.62 | 7.48% | 6.71% | 6.26% |
| ICICI Prudential Arbitrage Direct-growth |
₹32,260 | ₹39.06 | 7.49% | 6.59% | 6.36% |
| ICICI Prudential Arbitrage-growth |
₹32,260 | ₹36.24 | 6.89% | 5.99% | 5.75% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash Margin | Unspecified | 72.97% | ₹341.54 Cr |
| Repo | Unspecified | 6.31% | ₹29.52 Cr |
| Bajaj Finance Ltd | Financial | 6.17% | ₹28.88 Cr |
| Government Of India 37116 364 Days Tbill 25fb27 Fv Rs 100 | Financial | 6.14% | ₹28.75 Cr |
| Ashok Leyland Ltd | Industrials | 5.96% | ₹27.90 Cr |
| Hdfc Bank Ltd | Financial | 5.91% | ₹27.66 Cr |
| Larsen & Toubro Ltd | Industrials | 5.35% | ₹25.04 Cr |
| Reliance Industries Ltd | Energy & Utilities | 5.26% | ₹24.64 Cr |
| State Bank Of India | Financial | 4.96% | ₹23.22 Cr |
| Sundaram Money Market Fund Direct - Growth | Unspecified | 4.37% | ₹20.46 Cr |
| Bharti Airtel Ltd | Technology | 4.31% | ₹20.16 Cr |
| Icici Bank Ltd | Financial | 3.61% | ₹16.89 Cr |
| Principal Cash Management Direct-growth | Unspecified | 3.54% | ₹16.55 Cr |
| Patanjali Foods Ltd | Consumer Staples | 3.36% | ₹15.73 Cr |
| Government Of India 36371 364 Days Tbill 28ag26 Fv Rs 100 | Financial | 3.16% | ₹14.80 Cr |
| Axis Bank Ltd | Financial | 2.97% | ₹13.91 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 2.16% | ₹10.13 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.11% | ₹9.87 Cr |
| Itc Ltd | Consumer Staples | 2.07% | ₹9.69 Cr |
| Rec Ltd | Financial | 2.04% | ₹9.57 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Invesco India Arbitrage Fund Direct-growth |
₹36.71 | 7.65% | 6.89% | - |
| Invesco India Arbitrage Fund Direct-idcw |
₹19.93 | 7.65% | 6.89% | - |
| Kotak Arbitrage Fund Direct-growth |
₹42.56 | 7.67% | 6.79% | - |
| Kotak Arbitrage Fund Direct-idcw Monthly |
₹11.23 | 7.67% | 6.79% | - |
| Edelweiss Arbitrage Fund Direct-growth |
₹22.10 | 7.61% | 6.76% | - |
| Edelweiss Arbitrage Fund Direct-idcw |
₹15.80 | 7.61% | 6.76% | - |
| Edelweiss Arbitrage Fund Direct-idcw Monthly |
₹18.15 | 7.61% | 6.76% | - |
| Tata Arbitrage Fund Direct-growth |
₹16.08 | 7.66% | 6.72% | - |
| Tata Arbitrage Fund Direct-idcw Monthly |
₹15.45 | 7.66% | 6.72% | - |
| SBI Arbitrage Opportunities Fund Direct-growth |
₹38.17 | 7.48% | 6.71% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Arbitrage Fund Regular-growth
What is the current AUM of Sundaram Arbitrage Fund Regular-growth?
As of Sun May 31, 2026, Sundaram Arbitrage Fund Regular-growth manages assets worth ₹468.0 crore
How has Sundaram Arbitrage Fund Regular-growth performed recently?
- 3 Months: 1.47%
- 6 Months: 3.10%
What is the long-term performance of Sundaram Arbitrage Fund Regular-growth?
- 3 Years CAGR: 6.62%
- 5 Years CAGR: 5.55%
- Since Inception: 4.48%
What is the portfolio composition of Sundaram Arbitrage Fund Regular-growth?
Equity: -0.50%, Debt: 22.10%, Others: 78.40%.
Who manages Sundaram Arbitrage Fund Regular-growth?
Sundaram Arbitrage Fund Regular-growth is managed by Ashish Aggarwal from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Arbitrage Fund Regular-growth?
Large Cap: 76.03%, Mid Cap: 20.80%, Small Cap: 3.17%.
Which are the top companies Sundaram Arbitrage Fund Regular-growth has invested in?
- Cash Margin – 72.97% of the fund's portfolio
- Repo – 6.31% of the fund's portfolio
- Bajaj Finance Ltd – 6.17% of the fund's portfolio
- GOVERNMENT OF INDIA 37116 364 DAYS TBILL 25FB27 FV RS 100 – 6.14% of the fund's portfolio
- Ashok Leyland Ltd – 5.96% of the fund's portfolio
Which are the major sectors Sundaram Arbitrage Fund Regular-growth focuses on?
- Unspecified – 87.19% of the fund's portfolio
- Financial – 34.97% of the fund's portfolio
- Industrials – 11.31% of the fund's portfolio
- Consumer Staples – 5.43% of the fund's portfolio
- Energy & Utilities – 5.26% of the fund's portfolio
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