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Sundaram Arbitrage Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹650 Cr

Lock In Period

N/A

Expense Ratio

1.8

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If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged.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

Sundaram Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.550.490.69
6M3.122.423.86
1Y6.014.747.70
3Y6.6215.4924.74

Portfolio Analysis

  • Equity: 70.96%
  • Debt: 29.05%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd7.58%
2. ICICI Bank Ltd4.77%
3. Axis Bank Ltd2.61%
4. Kotak Mahindra Bank Ltd1.29%
5. RBL Bank Ltd0.23%

1. Reliance Industries Ltd7.15%

1. Ashok Leyland Ltd5.09%
2. Tata Motors Passenger Vehicles Ltd0.58%

1. Bajaj Finance Ltd5.35%

1. State Bank of India3.81%
2. Bank of Baroda0.43%

1. Bharti Airtel Ltd3.93%

1. Patanjali Foods Ltd2.19%
2. Marico Ltd1.34%

1. REC Ltd1.59%
2. Power Finance Corporation Ltd0.76%

1. Larsen & Toubro Ltd2.24%

1. UPL Ltd1.93%

1. TVS Motor Company Ltd1.57%

1. ITC Ltd1.51%

1. Mahindra & Mahindra Ltd1.21%
2. Maruti Suzuki India Ltd0.30%

1. NTPC LTD1.10%
2. Adani Green Energy Ltd0.19%

1. Max Financial Services Ltd0.74%
2. Angel One Ltd0.51%

1. Hindalco Industries Ltd1.20%

1. NMDC Ltd1.01%
2. Coal India Ltd0.16%

1. Indian Energy Exchange Ltd1.11%

1. Ambuja Cements Ltd0.76%
2. Ultratech Cement Ltd0.30%

About Fund Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth managed by Sundaram Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹650 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.8. 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 Growth094 CR1.78
LIC MF Arbitrage Fund Growth1243 CR1.69
Sundaram Arbitrage Fund Growth1649 CR1.8
UTI Arbitrage Fund Growth411,324 CR1.84
Kotak Arbitrage Fund - Growth472,409 CR2.95
Fund Name1Y3Y
This FundPGIM India Arbitrage Fund Growth5.60920.7435
This FundLIC MF Arbitrage Fund Growth5.90420.953
This FundSundaram Arbitrage Fund Growth6.005621.1908
This FundUTI Arbitrage Fund Growth6.006222.3251
This FundKotak Arbitrage Fund - Growth6.039322.517

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 1.8. 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 : 0.55%
  • 6 Months : 3.12%
  • 1 Year : 6.01%
  • 3 Years : 6.62%
Returns of Sundaram Arbitrage Fund Growth are updated daily based on NAV of ₹ 15.3390 as on Jul 20,2026. Since inception, the return has been 21.19%.

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 ₹650 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.