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Sundaram Arbitrage Fund - Direct (G)

Arbitrage Fund • OPEN
NAV as of May 19, 2026
₹16.13
1 day change
Returns since inception
4.84%
CAGR
AUM (Fund size)
₹412 Cr
NAV: ₹ 16.13
as on May 19, 2026
Sundaram Arbitrage Fund - Direct (G)

Sundaram Arbitrage Fund - Direct (G) Overview

AUM (Fund size) ₹ 412 Cr
Expense ratio 0.30 %
Exit load If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 15 days from the date of allotment - Nil.
Plan type Direct Fund
Risk Moderately Low
Lock-in Period Nil
Benchmark Nifty 50 Arbitrage TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 10 yrs 1 m since Mar 28, 2016
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Banks
20.34%
Debt
19.59%
Others
13.86%
Finance
9.48%
Petroleum Products
6.08%

Top Holdings

Sundaram Money Market Fund - Direct (G) 7.41%
TBILL-364D 6.93%
Bajaj Finance 6.19%
Reliance Industr 6.08%
HDFC Bank 5.42%
ICICI Bank 5.12%
SBI 4.30%
Sundaram Liquid Fund - Direct (G) 3.97%
TBILL-364D 3.56%
REC Ltd 3.30%

Peer Comparison

Fund Name 1Y 3Y 5Y
Sundaram Arbitrage Fund - Direct (G) 6.58% 7.32% 6.14%
Groww Arbitrage Fund - Regular (G) N/A N/A N/A
Helios Arbitrage Fund - Direct (G) N/A N/A N/A
Helios Arbitrage Fund - Direct (IDCW) N/A N/A N/A
Groww Arbitrage Fund - Regular (IDCW) N/A N/A N/A
Groww Arbitrage Fund - Direct (IDCW) N/A N/A N/A

Scheme Information

Sundaram Arbitrage Fund - Direct (G) was launched on 28/03/2016. The fund manages ₹412 Cr in assets. Its current expense ratio is 0.30%.

Fund Manager: Rohit Seksaria

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FAQs on Sundaram Arbitrage Fund - Direct (G)

The current expense ratio of Sundaram Arbitrage Fund - Direct (G) is 0.30%.

The AUM of Sundaram Arbitrage Fund - Direct (G) is ₹412 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Arbitrage Fund - Direct (G) allows both SIP and lump sum investments.

The latest NAV is ₹16.13.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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