Sundaram Arbitrage Fund
Get the latest NAV of Sundaram Arbitrage Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹15.97
NAV as on 25 Mar 2026
4.83%/per year
Since Inception
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44 people have invested ₹ 16.8L in Sundaram Arbitrage Fund in the last three months
Sundaram Arbitrage Fund Performance vs. Arbitrage Fund Index
Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)
The fund has consistently outperformed the benchmark (Arbitrage Fund Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Arbitrage Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Arbitrage Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Arbitrage Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Energy & Utilities
Financial Services
45%
Energy
11%
Utilities
11%
Financial Services
42%
Energy
14%
Utilities
10%
Sundaram Arbitrage Fund Holdings Details
as on (28-Feb-26)
Sundaram Arbitrage Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.28% |
Benchmark | NIFTY 50 Arbitrage TR INR |
| AUM | ₹335 Cr |
| Inception Date | 21 April, 2016 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 974.66% |
| Risk |   Low Risk |
About Sundaram Arbitrage Fund
Sundaram Arbitrage Fund is a hybrid fund. This fund was started on 21 April, 2016. The fund is managed by Rohit Seksaria, Dwijendra Srivastava. This fund gives you the benefit of diversification.
Key Parameters
- Sundaram Arbitrage Fund has ₹335 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Sundaram Arbitrage Fund has given a CAGR return of 4.83% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.07%, 7.44% and 6.09% respectively.
Holdings
Sundaram Arbitrage Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Utilities, Consumer Defensive, Basic Materials, Consumer Cyclical, Government, Corporate, Industrial, Communication, Health.
Taxation
As it is a arbitrage fund mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Arbitrage Fund
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Arbitrage Fund has no lock in period.
Fund Manager
Rohit Seksaria
Fund Manager of Sundaram Arbitrage Fund, since 1 January 2022
Dwijendra Srivastava
Fund Manager of Sundaram Arbitrage Fund, since 1 January 2022
- AUM of the fund stands at 334.8 Cr as of Feb'26
- AUM decreased by 19.7 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Arbitrage Fund
How do I invest in Sundaram Arbitrage Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Arbitrage Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.