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Sundaram Mutual Fund · Hybrid: Arbitrage
Sundaram 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
Mixed AssetBenchmark · Nifty 50 Arbitrage TRITER · 1.80%Inception · 21-04-2016
NAV
₹15.39
+0.03% · as of 27-08-2026
Since inception
4.23%
CAGR
Benchmark (inception)
6.29%
CAGR
Fund size
₹553 Cr
AUM
Expense ratio
1.80%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +4.23% CAGR vs benchmark +6.29%.
Portfolio
Where the money is invested
Top holdings
TREPS6.31%
Bajaj Finance Limited6.17%
364 DAY T-BILL 25.02.276.14%
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 EQ5.26%
STATE BANK OF INDIA EQ NEW RE. 1/-4.96%
Sundaram Money Market Fund-Direct Plan - Growth4.37%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.31%
Sector allocation
Financial Services32.01%
Fast Moving Consumer Goods7.26%
Oil, Gas & Consumable Fuels6.21%
Capital Goods5.96%
Construction5.35%
Telecommunication4.31%
Metals & Mining2.98%
Automobile and Auto Components2.94%
Consumer Services1.65%
Power1.33%
Riskometer
LowVery High
Low
What if you'd SIP'd here?
@ 4.2% p.a.₹10,000
10 years
Projected value
₹14,95,748
Invested: ₹12,00,000
Gained: ₹2,95,748
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, Kumaresh Ramakrishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149552
ISIN (Growth)
INF173K01NB6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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1Y
+6.9%
3Y
+0.0%
5Y
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₹11.32
1Y
+6.2%
3Y
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₹11.14
1Y
+6.1%
3Y
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5Y
+0.0%
Parag Parikh Arbitrage Fund Reg Gr
₹11.99
1Y
+6.0%
3Y
+0.0%
5Y
+0.0%
HDFC Arbitrage Fund Reg Plan Gr
₹32.77
1Y
+6.0%
3Y
+6.8%
5Y
+6.0%
Want a personalised recommendation?
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