Sundaram Arbitrage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

442 Cr

Lock In Period

N/A

Expense Ratio

1

Exit Load

If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged.

Benchmark

Nifty 50 Arbitrage

Summary

Sundaram Arbitrage Fund Growth NAV is ₹15.1881 as of 21 May, 2026. Sundaram Arbitrage Fund Growth has delivered 21.24% returns since its launch. The minimum SIP investment amount in Sundaram Arbitrage Fund Growth is ₹100. The AUM of Sundaram Arbitrage Fund Growth is ₹442 Cr. The expense ratio of the fund is 1%, and its benchmark is Nifty 50 Arbitrage. The current exit load of the fund is If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged.. In the last 1M months, Sundaram Arbitrage Fund Growth has delivered 0.52% returns.

Sundaram Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.52-0.551.13
6M3.031.373.86
1Y5.974.727.70
3Y6.6315.4324.88

Portfolio Analysis

  • Equity: 70.18%
  • Debt: 29.82%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Ltd5.34%
2. ICICI Bank Ltd3.85%
3. Axis Bank Ltd3.11%
4. Kotak Mahindra Bank Ltd1.86%

1. Bajaj Finance Ltd6.75%

1. State Bank of India5.83%
2. Bank of Baroda0.61%

1. Reliance Industries Ltd6.04%

1. Larsen & Toubro Ltd5.58%

1. Patanjali Foods Ltd3.59%
2. Marico Ltd1.83%

1. National Aluminium Company Ltd2.17%
2. Hindalco Industries Ltd1.91%

1. REC Ltd3.57%

1. ITC Ltd2.41%

1. TVS Motor Company Ltd2.33%

1. Indian Energy Exchange Ltd1.63%

1. Power Grid Corporation of India Ltd1.55%

1. Ambuja Cements Ltd1.16%

1. Tata Steel Ltd1.11%

1. Max Financial Services Ltd1.09%

1. Bharti Airtel Ltd1.01%

About Fund Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth managed by Sundaram Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹442 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1. Under the expert guidance of Rohit Seksaria ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Rohit Seksaria

Mr. Rohit Seksaria is CS, CA & has done MBA from IIM Ahmedabad. Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
PGIM India Arbitrage Fund Growth096.52 CR1.03
LIC MF Arbitrage Fund Growth1244.46 CR0.87
Sundaram Arbitrage Fund Growth1441.51 CR1
UTI Arbitrage Fund Growth410857.59 CR2.38
Kotak Arbitrage Fund - Growth469951.21 CR3.14
Fund Name1Y3Y
This FundPGIM India Arbitrage Fund Growth5.503820.6433
This FundLIC MF Arbitrage Fund Growth5.788920.9426
This FundSundaram Arbitrage Fund Growth5.971721.2363
This FundUTI Arbitrage Fund Growth6.09522.4405
This FundKotak Arbitrage Fund - Growth6.054122.66

Sundaram Arbitrage Fund Growth FAQs

Sundaram Arbitrage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Arbitrage Fund Growth is 1. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Arbitrage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.52%
  • 6 Months : 3.03%
  • 1 Year : 5.97%
  • 3 Years : 6.63%
Returns of Sundaram Arbitrage Fund Growth are updated daily based on NAV of ₹ 15.1881 as on May 19,2026. Since inception, the return has been 21.24%.

You can invest in Sundaram Arbitrage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Arbitrage Fund Growth is ₹442 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Arbitrage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.