Sundaram Arbitrage Fund Growth Return
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- 5Y
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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)
₹468 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If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged.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 ₹15.2721 as of 23 Jun, 2026. Sundaram Arbitrage Fund Growth has delivered 21.23% returns since its launch. The minimum SIP investment amount in Sundaram Arbitrage Fund Growth is ₹100. The AUM of Sundaram Arbitrage Fund Growth is ₹468 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 The current exit load of the fund is If up to 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from thedate of allotment: No Exit Load. If more than 25% of the units are redeemed, withdrawn by way of SWP or transferred by way of STP within 15 days from the date of allotment: Exit load of 0.25% of the applicable NAV will be charged..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 0.47% returns.
Sundaram Arbitrage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.47 | -0.16 | 1.13 |
| 6M | 3.04 | 1.52 | 3.86 |
| 1Y | 5.77 | 4.06 | 7.70 |
| 3Y | 6.63 | 11.83 | 24.91 |
Portfolio Analysis
- Equity: 72.34%
- Debt: 27.66%
- Others
As on: 2026-05-31
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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 ₹468 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| PGIM India Arbitrage Fund Growth | 0 | 92.17 CR | 1.04 |
| LIC MF Arbitrage Fund Growth | 1 | 239.22 CR | 0.87 |
| Sundaram Arbitrage Fund Growth | 1 | 468.03 CR | 1 |
| UTI Arbitrage Fund Growth | 4 | 10990.93 CR | 4.44 |
| Kotak Arbitrage Fund - Growth | 4 | 72079.17 CR | 1.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Arbitrage Fund Growth | 5.4621 | 20.7715 |
| This FundLIC MF Arbitrage Fund Growth | 5.6983 | 21.0294 |
| This FundSundaram Arbitrage Fund Growth | 5.7743 | 21.2262 |
| This FundUTI Arbitrage Fund Growth | 5.8982 | 22.5466 |
| This FundKotak Arbitrage Fund - Growth | 5.8628 | 22.695 |
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 : 0.47%
- 6 Months : 3.04%
- 1 Year : 5.77%
- 3 Years : 6.63%
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 ₹468 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.
