{"id":258717,"date":"2026-09-21T11:03:14","date_gmt":"2026-09-21T05:33:14","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/"},"modified":"2026-09-21T11:03:14","modified_gmt":"2026-09-21T05:33:14","slug":"sundaram-arbitrage-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/","title":{"rendered":"Sundaram Arbitrage Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-arbitrage-fund-g-direct-plan\">Sundaram Arbitrage Fund Direct Growth Plan<\/a> has an NAV of \u20b916.4989 as of 18 Sep 2026 and an AUM of \u20b9553 Cr. Its 1-year, 3-year and 5-year returns are 7%, 7.29% and 6.41% respectively, and the scheme sits in the Low Risk bucket. Our view is that this is better suited to conservative investors who want steadier return behaviour than an equity-style path, while still accepting that the fund has stayed well below the benchmark in recent periods.<\/p>\n<p>The portfolio is built for an arbitrage-style mandate, with a meaningful allocation to cash-like instruments and a spread across large listed names. That mix can help keep day-to-day swings lower, but it also means the return profile is typically modest rather than growth-oriented.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Sundaram_Arbitrage\" title=\"Should you BUY or HOLD Sundaram Arbitrage?\">Should you BUY or HOLD Sundaram Arbitrage?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Sundaram_Arbitrage_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Sundaram Arbitrage Fund Direct Growth Plan?\">What is the current NAV of Sundaram Arbitrage Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_the_benchmark\" title=\"How has the fund performed versus the benchmark?\">How has the fund performed versus the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_1-year_returns\" title=\"How does it compare with peer funds on 1-year returns?\">How does it compare with peer funds on 1-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/sundaram-arbitrage-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b916.4989 as of 18 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9553 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.17%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>21 Apr 2016<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Low Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Rohit Seksaria, Kumaresh Ramakrishnan<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Rohit Seksaria and Kumaresh Ramakrishnan.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 18 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.5%<\/td>\n<td>-3.73%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.63%<\/td>\n<td>-3.14%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>7%<\/td>\n<td>-5.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>7.29%<\/td>\n<td>6.3%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>6.41%<\/td>\n<td>5.79%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is steady rather than dramatic. Over 1 month and 3 months, the fund has stayed positive while the benchmark was negative, which points to the kind of downside moderation investors often look for in an arbitrage strategy. That does not make the path smooth every day, but it does suggest the fund has recently behaved more defensively than the benchmark.<\/p>\n<p>On a 1-year view, the gap is even clearer: the fund\u2019s 7% return contrasts with a negative benchmark return. This is useful for investors who want returns that are less exposed to broad equity swings, although it also means the benchmark comparison is not a simple apples-to-apples growth story. The fund has captured the period better than the benchmark, but the absolute return remains moderate.<\/p>\n<p>Over 3 years and 5 years, the fund\u2019s returns remain positive and slightly ahead of the benchmark, which supports a stable compounding profile. The 3-year figure of 7.29% is above the benchmark\u2019s 6.3%, while the 5-year figure of 6.41% also edges ahead of 5.79%. Our view is that the longer-run pattern is consistent with a lower-volatility mandate: modest but persistent gains, rather than sharp upside or deep drawdowns.<\/p>\n<p>The short-term and longer-term pictures do not conflict. Both point to the same core feature: the fund has been able to keep compounding in a restrained way while the benchmark has been more variable, especially over the latest 1-year window. That is the kind of profile conservative allocators usually want to understand before committing money for a short or medium holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 18 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Sundaram_Arbitrage\"><\/span>Should you BUY or HOLD Sundaram Arbitrage?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Sundaram Arbitrage? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-arbitrage-fund-g-direct-plan\">Sundaram Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7%<\/td>\n<td>7.29%<\/td>\n<td>6.41%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-arbitrage-fund-g-direct-plan\">Quant Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.6%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-arbitrage-fund-g-direct-plan\">WOC Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.3%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/franklin-india-arbitrage-fund-g-direct-plan\">Franklin India Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.27%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-arbitrage-fund-g-direct-plan\">Motilal Oswal Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.25%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-arbitrage-fund-g-direct-plan\">ITI Arbitrage Fund Direct Growth Plan<\/a><\/td>\n<td>7.02%<\/td>\n<td>7.45%<\/td>\n<td>6.27%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the latest 1-year figures, this fund sits a little below several peers, although the gap is not large. The longer view is more balanced: its 3-year and 5-year returns are ahead of ITI Arbitrage Fund Direct Growth Plan, while the 1-year comparison remains close to the pack rather than materially separated.<\/p>\n<p>That split matters because it suggests the fund has been more dependable over longer holding periods than in the most recent year relative to some peers. At the same time, the peer set does not deliver a single, uniform story: several funds have slightly higher 1-year numbers, but only one peer in this set offers comparable 3-year and 5-year figures, and on those horizons this fund is ahead. Our view is that the short-term comparison looks a touch softer, while the longer-term comparison is more constructive.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 18 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Sundaram Money Market Fund-Direct Plan &#8211; Growth *<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>9.27%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd<\/td>\n<td>Crude Oil<\/td>\n<td>8.28%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>7.9%<\/td>\n<\/tr>\n<tr>\n<td>Ashok Leyland Ltd<\/td>\n<td>Automobile &#038; Ancillaries<\/td>\n<td>6.64%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>6.6%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Ltd<\/td>\n<td>Bank<\/td>\n<td>5.64%<\/td>\n<\/tr>\n<tr>\n<td>364 Days &#8211; T Bill &#8211; 25\/02\/2027*<\/td>\n<td>Treasury Bills<\/td>\n<td>5.27%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd<\/td>\n<td>Telecom<\/td>\n<td>4.43%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &#038; Cash Equivalents and Net Assets<\/td>\n<td>4.41%<\/td>\n<\/tr>\n<tr>\n<td>Sundaram Liquid Fund &#8211; Direct Growth*<\/td>\n<td>Domestic Mutual Funds Units<\/td>\n<td>3.62%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 62.06% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-arbitrage-fund-g-direct-plan\">Sundaram Arbitrage Fund Direct Growth Plan<\/a> page<\/p>\n<p>The biggest holding is 9.27%, which is not oversized for this kind of strategy, but it is still large enough to matter. From there, the weights step down gradually rather than collapsing sharply, with the tenth holding at 3.62%. That pattern points to a portfolio where the leading positions can influence outcomes, yet the exposure is not concentrated in a single name.<\/p>\n<p>Because the top 10 holdings together account for 62.06% of the portfolio and the scheme discloses 32 holdings in total, the fund appears to keep a meaningful tail beyond the largest positions. That may help diversify individual-name impact, while still leaving the listed top positions relevant to short-term movement. In our view, this is a moderately spread portfolio rather than a very tightly concentrated one.<\/p>\n<p>The mix of mutual fund units, large-cap financials, a treasury bill and cash-equivalent exposure also fits the low-volatility profile. It may reduce the pressure on any one stock to drive performance, although it also means the return engine is likely to be incremental rather than aggressive.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 18 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with low-risk market behaviour and who want a calmer path than an equity-heavy scheme. The 1-year, 3-year and 5-year figures show steady positive compounding, but the returns are modest, so the main trade-off is accepting a lower upside in exchange for a more controlled ride.<\/p>\n<p>It can suit a shorter to medium horizon where capital stability matters more than chasing high growth. The benchmark comparison and the portfolio\u2019s cash-like and arbitrage-style holdings reinforce that this is more of a stability-first holding than a return-maximising one.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies as follows: Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 18 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Sundaram_Arbitrage_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Sundaram Arbitrage Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b916.4989 as of 18 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s returns are 7% over 1 year, 7.29% over 3 years and 6.41% over 5 years.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_the_benchmark\"><\/span>How has the fund performed versus the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outpaced the benchmark across the listed periods. The 1-year benchmark return is negative, while the fund is positive, and the fund also stays slightly ahead on the 3-year and 5-year figures.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_1-year_returns\"><\/span>How does it compare with peer funds on 1-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return of 7% is a little below several peers in the comparison set, including Quant Arbitrage Fund Direct Growth Plan at 7.6% and WOC Arbitrage Fund Direct Growth Plan at 7.3%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Rohit Seksaria and Kumaresh Ramakrishnan. The exit load is nil up to 25% of units and 0.25% for the remaining units on or before 15 days, and nil after 15 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Sundaram Arbitrage Fund Direct Growth Plan has shown a steady profile over 1, 3 and 5 years, with the latest year holding up better than the benchmark and the longer view remaining modest but positive. Against peers, the 1-year result is a touch softer for some comparisons, while the 3-year and 5-year figures are more constructive. The low-risk tag, broad though not fully diffuse portfolio, and cash-like elements make this a stability-focused option rather than a high-growth one.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 21 September 2026 at 11:02 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Sundaram Arbitrage Fund Direct Growth Plan\",\"identifier\":\"sundaram-arbitrage-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"21 Apr 2016\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":16.4989,\"valueReference\":\"as of 18 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"553 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.17\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":7},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":7.29},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":6.41},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Rohit Seksaria, Kumaresh Ramakrishnan\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Sundaram Arbitrage Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b916.4989 as of 18 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 7% over 1 year, 7.29% over 3 years and 6.41% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark across the listed periods. The 1-year benchmark return is negative, while the fund is positive, and the fund also stays slightly ahead on the 3-year and 5-year figures.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on 1-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return of 7% is a little below several peers in the comparison set, including Quant Arbitrage Fund Direct Growth Plan at 7.6% and WOC Arbitrage Fund Direct Growth Plan at 7.3%.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Rohit Seksaria and Kumaresh Ramakrishnan. The exit load is nil up to 25% of units and 0.25% for the remaining units on or before 15 days, and nil after 15 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sundaram Arbitrage Fund Direct Growth Plan has a \u20b916.4989 NAV as of 18 Sep 2026, \u20b9553 Cr AUM, and 1Y\/3Y\/5Y returns of 7%, 7.29% and 6.41%.<\/p>\n","protected":false},"author":38,"featured_media":258716,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-258717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["258716"],"rank_math_title":["Sundaram Arbitrage Fund Direct Growth Review 2026"],"rank_math_description":["Sundaram Arbitrage Fund Direct Growth Plan has a \u20b916.4989 NAV and 1Y return of 7%. See its returns, portfolio and risk profile."],"rank_math_focus_keyword":["Sundaram Arbitrage Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Sundaram_Arbitrage_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/258717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=258717"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/258717\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/258716"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=258717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=258717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=258717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}