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Sundaram Arbitrage Fund(G)-Direct Plan

Sundaram Arbitrage Fund(G)-Direct Plan

HybridDirect GrowthLow Risk

+6.41%

5Y annualised

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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

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,22,810

Stock Allocation

Stock nameSectorAllocation
Sundaram Money Market Fund-Direct Plan - Growth *Domestic Mutual Funds Units9.27%
Reliance Industries LtdCrude Oil8.28%
Hdfc Bank LtdBank7.90%

Fund Composition

553 Cr

Large Cap

52.59%

Mid Cap

16.11%

Small Cap

1.18%

Others

30.13%

Sector Allocation

553 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

RS

Rohit Seksaria

Present

KR

Kumaresh Ramakrishnan

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant Arbitrage Fund(G)-Direct Plan

+0.00%
W

WOC Arbitrage Fund(G)-Direct Plan

+0.00%
F

Franklin India Arbitrage Fund(G)-Direct Plan

+0.00%
M

Motilal Oswal Arbitrage Fund(G)-Direct Plan

+0.00%
I

ITI Arbitrage Fund(G)-Direct Plan

+7.45%
S

Sundaram Arbitrage Fund(G)-Direct Plan

+7.29%
M

Mirae Asset Arbitrage Fund(G)-Direct Plan

+7.44%
I

Invesco India Arbitrage Fund(G)-Direct Plan

+7.50%

FAQs

Sundaram Arbitrage Fund(G)-Direct Plan is a part of Sundaram Asset Management Company Limited, it was incepted on 21 Apr 2016. This fund is managed by Rohit Seksaria and Kumaresh Ramakrishnan. It is a Hybrid type of fund.

The current NAV of Sundaram Arbitrage Fund(G)-Direct Plan is ₹16.50 (as of 18 Sep 2026).

Sundaram Arbitrage Fund(G)-Direct Plan has delivered 7.00% in 1 year, 7.29% in 3 years, and 6.41% in 5 years (annualised).

The minimum SIP amount for Sundaram Arbitrage Fund(G)-Direct Plan is ₹100.

The expense ratio of Sundaram Arbitrage Fund(G)-Direct Plan is 0.17%.

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