Sundaram Arbitrage Fund (Old) Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Sundaram Arbitrage Fund (Old) Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹83 Cr
Lock In Period
N/A
Expense Ratio
1.03
Exit Load
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.
Benchmark
Nifty 50 Arbitrage
Sundaram Arbitrage Fund (Old) Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.03 | -1.62 | 1.13 |
| 6M | 0.99 | 0.31 | 3.86 |
| 1Y | 3.19 | 2.57 | 7.73 |
| 3Y | 0.00 | 8.55 | 24.66 |
Portfolio Analysis
- Equity: 68.78%
- Debt: 31.21%
- Others
As on: 2021-11-30
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About Fund Sundaram Arbitrage Fund (Old) Growth
Sundaram Arbitrage Fund (Old) Growth managed by Sundaram Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹83 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.03. Under the expert guidance of S Bharath ,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
S Bharath
Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Arbitrage Fund Growth | 0 | 3,242 CR | 2.07 |
| Sundaram Arbitrage Fund (Old) Growth | 0 | 83 CR | 1.03 |
| Kotak Arbitrage Fund - Growth | 4 | 74,398 CR | 2.97 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Arbitrage Fund Growth | 6.0102 | 0 |
| This FundSundaram Arbitrage Fund (Old) Growth | 3.1889 | 0 |
| This FundKotak Arbitrage Fund - Growth | 6.1215 | 22.436 |
Sundaram Arbitrage Fund (Old) Growth FAQs
Sundaram Arbitrage Fund (Old) 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 (Old) Growth is 1.03. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Arbitrage Fund (Old) Growth’s fund performance is as follows:
- 1 Month : 0.03%
- 6 Months : 0.99%
- 1 Year : 3.19%
- 3 Years : 0.00%
You can invest in Sundaram Arbitrage Fund (Old) 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 (Old) Growth is ₹83 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Arbitrage Fund (Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
