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Sundaram Mutual Fund · Hybrid: Arbitrage
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Benchmark · NIFTY 50 Arbitrage TRI TER · 1.00%Inception · 21-04-2016
NAV
₹15.16
-0.15% · as of 29-05-2026
Since inception
4.18%
CAGR
Benchmark (inception)
6.26%
CAGR
Fund size
₹442 Cr
AUM
Expense ratio
1.00%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.18% CAGR vs benchmark +6.26%.
Portfolio
Where the money is invested
Top holdings
Sundaram Money Market Fund-Direct Plan - Growth7.41%
364 Days Tbill (MD 25/02/2027)6.93%
Bajaj Finance Limited6.19%
RELIANCE INDUSTRIES LIMITED EQ6.08%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.42%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.12%
STATE BANK OF INDIA EQ NEW RE. 1/-4.30%
Sundaram Liquid Fund - Direct Growth3.97%
364 Days Tbill (MD 28/08/2026)3.56%
REC LIMITED EQ3.30%
Sector allocation
Financial Services15.89%
Oil, Gas & Consumable Fuels3.46%
Fast Moving Consumer Goods2.63%
Metals & Mining2.00%
Automobile and Auto Components1.65%
Power1.42%
Capital Goods1.35%
Consumer Services1.08%
Construction0.84%
Construction Materials0.56%
Riskometer
LowVery High
Low
What if you'd SIP'd here?
@ 4.2% p.a.₹10,000
10 years
Projected value
₹14,91,737
Invested: ₹12,00,000
Gained: ₹2,91,737
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rohit Seksaria, Dwijendra Srivastava
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149552
ISIN (Growth)
INF173K01NB6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Arbitrage funds
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