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Sundaram Mutual Fund · Hybrid: Arbitrage
Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Benchmark · NIFTY 50 Arbitrage TRI TER · 1.00%Inception · 21-04-2016
NAV
₹15.17
+0.04% · as of 14-05-2026
Since inception
4.20%
CAGR
Benchmark (inception)
6.29%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
1.00%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +4.20% CAGR vs benchmark +6.29%.
Portfolio
Where the money is invested
Top holdings
Sundaram Money Market Fund-Direct Plan - Growth7.41%
364 Days Tbill (MD 25/02/2027)6.93%
Bajaj Finance Limited6.19%
RELIANCE INDUSTRIES LIMITED EQ6.08%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.42%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.12%
STATE BANK OF INDIA EQ NEW RE. 1/-4.30%
Sundaram Liquid Fund - Direct Growth3.97%
364 Days Tbill (MD 28/08/2026)3.56%
REC LIMITED EQ3.30%
Sector allocation
Financial Services15.89%
Oil, Gas & Consumable Fuels3.46%
Fast Moving Consumer Goods2.63%
Metals & Mining2.00%
Automobile and Auto Components1.65%
Power1.42%
Capital Goods1.35%
Consumer Services1.08%
Construction0.84%
Construction Materials0.56%
Riskometer
LowVery High
Low
What if you'd SIP'd here?
@ 4.2% p.a.₹10,000
10 years
Projected value
₹14,93,340
Invested: ₹12,00,000
Gained: ₹2,93,340
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
R
Rohit Seksaria, Dwijendra Srivastava
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149552
ISIN (Growth)
INF173K01NB6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Arbitrage funds
quant Arbitrage Fund Gr Reg Plan
₹10.75
1Y
+6.8%
3Y
+0.0%
5Y
+0.0%
Motilal Oswal Arbitrage Fund Reg Gr
₹10.89
1Y
+6.3%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Arbitrage Fund Reg Gr
₹11.11
1Y
+6.2%
3Y
+0.0%
5Y
+0.0%
Franklin India Arbitrage Fund Gr
₹10.95
1Y
+6.1%
3Y
+0.0%
5Y
+0.0%
SBI Arbitrage Opportunities Reg Gr
₹35.54
1Y
+6.0%
3Y
+7.0%
5Y
+6.2%
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