Sundaram Arbitrage Fund Growth Return

  • 1M
  • 3M
  • 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)

₹553 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If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged.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(%)
1M0.47-0.651.13
6M2.891.453.86
1Y5.913.507.70
3Y6.5411.5824.48

Portfolio Analysis

  • Equity: 73.93%
  • Debt: 26.06%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd8.34%
2. ICICI Bank Ltd5.85%
3. Axis Bank Ltd2.81%
4. Kotak Mahindra Bank Ltd1.51%
5. Bandhan Bank Ltd0.40%
6. RBL Bank Ltd0.32%

1. Reliance Industries Ltd8.49%

1. Bajaj Finance Ltd7.13%

1. Ashok Leyland Ltd6.29%

1. Bharti Airtel Ltd4.91%

1. Larsen & Toubro Ltd2.51%

1. UPL Ltd2.40%

1. TVS Motor Company Ltd2.29%

1. NMDC Ltd2.10%
2. Coal India Ltd0.18%

1. REC Ltd0.98%
2. Power Finance Corporation Ltd0.89%

1. Mahindra & Mahindra Ltd1.57%
2. Maruti Suzuki India Ltd0.27%

1. ITC Ltd1.74%

1. Hindalco Industries Ltd1.43%

1. Indian Energy Exchange Ltd1.37%

1. Eternal Ltd (Previously Zomato Ltd)1.34%

1. Marico Ltd1.27%
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About Fund Sundaram Arbitrage Fund Growth

Sundaram Arbitrage Fund Growth managed by Sundaram Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹553 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
LIC MF Arbitrage Fund Growth1265 CR1.66
Baroda BNP Paribas Arbitrage Fund - Growth21,125 CR2.24
Sundaram Arbitrage Fund Growth1553 CR1.8
Kotak Arbitrage Fund - Growth474,398 CR2.97
Fund Name1Y3Y
This FundLIC MF Arbitrage Fund Growth5.89320.7196
This FundBaroda BNP Paribas Arbitrage Fund - Growth5.494820.7998
This FundSundaram Arbitrage Fund Growth5.912320.9327
This FundKotak Arbitrage Fund - Growth5.99222.2319

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 : 0.47%
  • 6 Months : 2.89%
  • 1 Year : 5.91%
  • 3 Years : 6.54%
Returns of Sundaram Arbitrage Fund Growth are updated daily based on NAV of ₹ 15.4113 as on Aug 20,2026. Since inception, the return has been 20.93%.

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 ₹553 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.