
Sundaram Arbitrage Fund(G)-Direct Plan
+6.41%
5Y annualised
+6.41%
5Y annualised
+0.29% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 18 Sep 2026
₹16.50
Min. SIP amount
₹100
Fund size (AUM)
553 Cr
Expense ratio
0.17%
Launched on
21 Apr 2016
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹16.50
Min. SIP amount
₹100
Fund size (AUM)
553 Cr
Expense ratio
0.17%
Launched on
21 Apr 2016
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
52.59%
Mid Cap
16.11%
Small Cap
1.18%
Others
30.13%
Sector Allocation
Bank
19.29%
Domestic Mutual Funds Units
12.89%
Automobile & Ancillaries
10.31%
Treasury Bills
8.80%
Finance
8.70%
Crude Oil
8.28%
Cash & Cash Equivalents And Net Assets
4.86%
Telecom
4.43%
Others
21.48%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Seksaria
Present
Kumaresh Ramakrishnan
Present
Similar/Peer Fund Comparison
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Sundaram Arbitrage Fund(G)-Direct Plan
Mirae Asset Arbitrage Fund(G)-Direct Plan
Invesco India Arbitrage Fund(G)-Direct Plan
FAQs
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