
Sundaram Arbitrage Fund(G)-Direct Plan
+6.45%
5Y annualised
+6.45%
5Y annualised
-0.21% 1D
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Buy, Hold or Sell?
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NAV : 26 Oct 2026
₹16.57
Min. SIP amount
₹100
Fund size (AUM)
538 Cr
Expense ratio
0.17%
Launched on
21 Apr 2016
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 26 Oct 2026
₹16.57
Min. SIP amount
₹100
Fund size (AUM)
538 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
51.40%
Mid Cap
16.74%
Small Cap
1.91%
Others
29.96%
Sector Allocation
Bank
18.53%
Domestic Mutual Funds Units
15.19%
Automobile & Ancillaries
9.76%
Treasury Bills
8.15%
Finance
8.06%
Crude Oil
7.56%
Telecom
4.42%
Fmcg
3.19%
Others
23.00%
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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Nippon India Arbitrage Fund(G)-Direct Plan
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FAQs
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