CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFRegular · IDCW

Sundaram Arbitrage Fund - Regular Plan - IDCW Reinvestment(Merged)

hybridHybrid - Arbitrage FundBenchmark: Nifty 50 Arbitrage
NAV · 31 Dec 2021₹10.66-0.01%
AUM₹83 Crfrom this fund's primary plan
Expense Ratio1.03%
CAGR—
Exit LoadNil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D
Min SIP₹100from this fund's primary plan
Launched2020

Investment Objective

To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Debt securities, MMI & Cash and Cash equivalents0%–35%
Derivatives including Index Futures, Stock Futures, Index Options and Stock Options, etc.65%–100%
Equities and Equity Linked instruments65%–100%
Fund Managers
SB
S. Bharath
Fund Manager
Key Information
1.03%
₹100from this fund's primary plan
₹100
Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D
Nil
Inception04 Feb 2020
AMCSundaram MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
Similar Funds
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - IDCW Payout - Direct Plan360 ONE+18.80%360 ONE Multi Asset Allocation Fund - Regular Plan - Growth360 ONE+16.93%360 ONE Multi Asset Allocation Fund - Regular Plan - IDCW360 ONE+16.93%
Compare With

360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.

Build comparison
Latest News

No recent news found for Sundaram Arbitrage Fund - Regular Plan - IDCW Reinvestment(Merged).

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.03%
Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D
Nil
₹100from this fund's primary plan
₹100
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme