Sundaram Arbitrage Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.32%
NAV: ₹16.61 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Sundaram Arbitrage Fund Direct-Growth

  • ₹538.5 Cr
    AUM
  • ₹16.61
    NAV
  • 0.96%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Sundaram Arbitrage Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.32% NA 1.68%
6 Months 3.29% NA 3.43%
1 Year 6.79% 6.79% 7.23%
2 Years 14.34% 6.93% 7.71%
3 Years 23.12% 7.18% 7.48%
5 Years 37.06% 6.51% 6.15%
7 Years 48.79% 5.84% NA
10 Years 64.31% 5.09% 6.35%
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As on Thu Nov 05, 2026

Asset Allocation of Sundaram Arbitrage Fund Direct-Growth

debt instruments

24.65%

other assets or cash equivalents

76.04%
Large Cap: 71.76%
Mid Cap: 25.24%
Small Cap: 3.00%
Other: 0.00%
Top Holdings
Cash Margin
71.43%
Cash Margin
71.43%
Cash Margin
71.43%
Cash Margin
71.43%
Cash Margin
70.68%
 
Top Sectors
Unspecified
1,442.74%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Sundaram Arbitrage Fund Direct-Growth

Sundaram Arbitrage Fund Direct-Growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 21 Apr 2016, the fund aims Income over short-term. Income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment. It manages assets worth ₹538.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.96%.
The portfolio allocation consists of 24.65% in debt instruments, 76.04% in other assets or cash equivalents.Managed by Ashish Aggarwal, it has delivered a return of 6.79% in the last year, a total return since inception of 5.20%.
Depending on risk tolerance investors often compare best sip in india as part of the overall investment planning.

Read more
  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Rohit Seksaria

    Fund Manager

  • Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad

    Manager Education

  • Ashish Aggarwal

    Fund Manager

  • Mr. Aggarwal has done BE, PGPM

    Manager Education

Key Metrics of Sundaram Arbitrage Fund Direct-Growth

  • Standard Deviation
    0.49%
  • Mean
    6.99%
  • Sharpe Ratio
    2.93%
  • Sortino Ratio
    3.29%

Sundaram Arbitrage Fund Direct-Growth Fund Details

Fund Names Sundaram Arbitrage Fund Direct-Growth
Inception Date 21 Apr 2016
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹1000
 
Risk Principal at low risk
Category Average Annual Returns 7.23
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Sundaram Arbitrage Fund Direct-Growth Fund Returns Comparison

Compare Sundaram Arbitrage Fund Direct-Growth with other mutual funds in the same category

Sundaram Arbitrage Fund Direct-Growth

Invesco India Arbitrage Fund Direct-Growth

Invesco India Arbitrage Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Invesco India Arbitrage Fund Direct-Growth trend ₹26,917 0.48% 1.48% 6.76% 7.41% 7.12%
Invesco India Arbitrage Fund Direct-IDCW trend ₹26,917 0.48% 1.48% 6.76% 7.41% 7.12%
Kotak Arbitrage Fund Direct-Growth trend ₹75,275 0.47% 1.41% 6.66% 7.39% 6.96%
Kotak Arbitrage Fund Direct-IDCW Monthly trend ₹75,275 0.47% 1.41% 6.66% 7.39% 6.96%
Edelweiss Arbitrage Fund Direct-Growth trend ₹14,250 0.46% 1.38% 6.58% 7.34% 6.91%
Edelweiss Arbitrage Fund Direct-IDCW trend ₹14,250 0.46% 1.38% 6.58% 7.34% 6.91%
Edelweiss Arbitrage Fund Direct-IDCW Monthly trend ₹14,250 0.46% 1.38% 6.58% 7.34% 6.91%
Tata Arbitrage Fund Direct-Growth trend ₹24,539 0.42% 1.39% 6.68% 7.39% 6.89%
Tata Arbitrage Fund Direct-IDCW Monthly trend ₹24,539 0.42% 1.39% 6.68% 7.39% 6.89%
Aditya Birla Sun Life Arbitrage Fund Direct-Growth trend ₹26,933 0.47% 1.41% 6.65% 7.36% 6.84%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Arbitrage Fund Regular-Growth increase ₹539 0.43% 1.13% 2.91% 6.00% 6.39%
Sundaram Arbitrage Fund Regular-IDCW increase ₹539 0.43% 1.13% 2.91% 6.00% 6.39%
Sundaram Arbitrage Fund Direct-IDCW increase ₹539 0.49% 1.32% 3.29% 6.79% 7.18%
increase growth is based on 1-month returns of the funds

Sundaram Arbitrage Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Arbitrage Fund Regular-Growth trend ₹75,275 ₹40.50 6.75% 6.33% 5.86%
Kotak Arbitrage Fund Direct-Growth trend ₹75,275 ₹43.63 7.39% 6.96% 6.44%
Kotak Arbitrage Fund Direct-IDCW Monthly trend ₹75,275 ₹11.21 7.39% 6.96% 6.44%
Kotak Arbitrage Fund Regular-IDCW Monthly trend ₹75,275 ₹10.73 6.75% 6.33% 5.86%
SBI Arbitrage Fund Direct-Growth trend ₹46,309 ₹39.10 7.21% 6.82% 6.23%
SBI Arbitrage Fund-Growth trend ₹46,309 ₹36.53 6.66% 6.29% 5.70%
SBI Arbitrage Fund Direct-IDCW trend ₹46,309 ₹21.13 7.21% 6.82% 6.23%
SBI Arbitrage Fund-IDCW trend ₹46,309 ₹19.21 6.66% 6.29% 5.70%
ICICI Prudential Arbitrage Direct-Growth trend ₹35,576 ₹40.03 7.24% 6.76% 6.32%
ICICI Prudential Arbitrage-Growth trend ₹35,576 ₹37.06 6.66% 6.16% 5.71%
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Top funds are based on Fund AUM

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Sundaram Arbitrage Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified71.43%₹464.10 Cr
Cash MarginUnspecified71.43%₹464.10 Cr
Cash MarginUnspecified71.43%₹464.10 Cr
Cash MarginUnspecified71.43%₹464.10 Cr
Cash MarginUnspecified70.68%₹391.47 Cr
Cash MarginUnspecified70.68%₹391.47 Cr
Cash MarginUnspecified70.68%₹391.47 Cr
Cash MarginUnspecified70.68%₹391.47 Cr
Cash MarginUnspecified70.68%₹391.47 Cr
Cash MarginUnspecified71.81%₹386.75 Cr
Cash MarginUnspecified71.81%₹386.75 Cr
Cash MarginUnspecified71.81%₹386.75 Cr
Cash MarginUnspecified71.81%₹386.75 Cr
Cash MarginUnspecified72.97%₹341.54 Cr
Cash MarginUnspecified70.43%₹310.94 Cr
Cash MarginUnspecified63.93%₹263.41 Cr
Cash MarginUnspecified76.60%₹256.43 Cr
Cash MarginUnspecified77.17%₹255.54 Cr
Cash MarginUnspecified77.17%₹255.54 Cr
Cash MarginUnspecified78.12%₹251.07 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Invesco India Arbitrage Fund Direct-Growth increase ₹37.65 7.41% 7.12% -
Invesco India Arbitrage Fund Direct-IDCW increase ₹20.45 7.41% 7.12% -
Kotak Arbitrage Fund Direct-Growth increase ₹43.63 7.39% 6.96% -
Kotak Arbitrage Fund Direct-IDCW Monthly increase ₹11.21 7.39% 6.96% -
Edelweiss Arbitrage Fund Direct-Growth increase ₹22.65 7.34% 6.91% -
Edelweiss Arbitrage Fund Direct-IDCW increase ₹16.19 7.34% 6.91% -
Edelweiss Arbitrage Fund Direct-IDCW Monthly increase ₹18.16 7.34% 6.91% -
Tata Arbitrage Fund Direct-Growth increase ₹16.47 7.39% 6.89% -
Tata Arbitrage Fund Direct-IDCW Monthly increase ₹15.82 7.39% 6.89% -
Aditya Birla Sun Life Arbitrage Fund Direct-Growth increase ₹31.20 7.36% 6.84% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Arbitrage Fund Direct-Growth

What is the current AUM of Sundaram Arbitrage Fund Direct-Growth?

As of Wed Sep 30, 2026, Sundaram Arbitrage Fund Direct-Growth manages assets worth ₹538.5 crore

How has Sundaram Arbitrage Fund Direct-Growth performed recently?

  • 3 Months: 1.32%
  • 6 Months: 3.29%

What is the long-term performance of Sundaram Arbitrage Fund Direct-Growth?

  • 3 Years CAGR: 7.18%
  • 5 Years CAGR: 6.51%
  • Since Inception: 5.20%

What is the portfolio composition of Sundaram Arbitrage Fund Direct-Growth?

Equity: -0.69%, Debt: 24.65%, Others: 76.04%.

Who manages Sundaram Arbitrage Fund Direct-Growth?

Sundaram Arbitrage Fund Direct-Growth is managed by Ashish Aggarwal from Sundaram Mutual Fund.

What is the market-cap allocation of Sundaram Arbitrage Fund Direct-Growth?

Large Cap: 71.76%, Mid Cap: 25.24%, Small Cap: 3.00%.

Which are the top companies Sundaram Arbitrage Fund Direct-Growth has invested in?

  • Cash Margin – 71.43% of the fund's portfolio
  • Cash Margin – 71.43% of the fund's portfolio
  • Cash Margin – 71.43% of the fund's portfolio
  • Cash Margin – 71.43% of the fund's portfolio
  • Cash Margin – 70.68% of the fund's portfolio

Which are the major sectors Sundaram Arbitrage Fund Direct-Growth focuses on?

  • Unspecified – 1,442.74% of the fund's portfolio
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