Sundaram Arbitrage Fund( Formerly Known As Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution Cum Capital Withdrawal
Expense Ratio: 0.17
Risk: Low
Hybrid Scheme - Arbitrage Fund
Plan: Direct
Benchmark: Nifty 50 Arbitrage Index
Inception: 28-03-2016
Exit Load: Nil
Fund Size:₹310.24 Cr
Performance
1Y
Fund0.30%
Cat. Avg.6.54%
2Y
Fund3.83%
Cat. Avg.6.93%
3Y
Fund5.18%
Cat. Avg.7.37%
5Y
FundN/A
Cat. Avg.6.52%
10Y
FundN/A
Cat. Avg.6.33%
SI
Fund5.24%
Cat. Avg.6.03%
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
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Top Sectors
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Market Cap
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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% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 58554 | -2.4% | -5.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.7% | +0.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.88 L. | +4.5% | +3.0% |
| SI | 07 Jan, 22 | 2.75 L. | 3.04 L. | +10.5% | +4.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.00 L. | +0.3% | +0.3% |
| 2Y | 16 Jul, 24 | 1 L. | 1.08 L. | +7.8% | +3.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.16 L. | +16.3% | +5.2% |
| SI | 03 Jan, 22 | 1 L. | 1.26 L. | +26.0% | +5.2% |
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.