Sundaram Arbitrage Fund (Formerly Known As Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution Cum Capital Withdrawal
Expense Ratio: 1
Risk: Low
Hybrid Scheme - Arbitrage Fund
Plan: Regular
Benchmark: Nifty 50 Arbitrage Index
Inception: 28-03-2016
Exit Load: Nil
Fund Size:₹310.24 Cr
Performance
1Y
Fund-0.47%
Cat. Avg.5.80%
2Y
Fund3.01%
Cat. Avg.6.23%
3Y
Fund4.41%
Cat. Avg.6.65%
5Y
FundN/A
Cat. Avg.5.81%
10Y
FundN/A
Cat. Avg.5.67%
SI
Fund4.53%
Cat. Avg.5.50%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 3599 | 240.51 | 26.30% |
| 2 | Maruti Suzuki India Ltd APR-2026 | 121.71 | 13.31% |
| 3 | Britannia Industries Ltd APR-2026 | 52.80 | 5.77% |
| 4 | Trent Ltd APR-2026 | 31.03 | 3.39% |
| 5 | Sundaram Money Market Fund-Direct Plan - Growth* | 30.52 | 3.34% |
| 6 | 364 Days - T Bill - 25/02/2027* | 28.54 | 3.12% |
| 7 | Larsen & Toubro Ltd APR-2026 | 28.20 | 3.08% |
| 8 | Mahindra & Mahindra Ltd APR-2026 | 27.67 | 3.03% |
| 9 | Bajaj Finance Ltd | 25.49 | 2.79% |
| 10 | Reliance Industries Ltd | 25.06 | 2.74% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58340 | -2.8% | -5.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.86 L. | +3.2% | +2.2% |
| SI | 07 Jan, 22 | 2.75 L. | 2.99 L. | +8.6% | +3.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 99526 | -0.5% | -0.5% |
| 2Y | 16 Jul, 24 | 1 L. | 1.06 L. | +6.1% | +3.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.14 L. | +13.8% | +4.4% |
| SI | 03 Jan, 22 | 1 L. | 1.22 L. | +22.2% | +4.5% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.