Sundaram Arbitrage Fund - Direct - Growth
A Hybrid Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.20%
Expense Ratio
0.25%
as of 01/05/2026
AUM
₹136.18 Cr
Qtr End: Mar 26
NAV
₹16.136
as of 03/06/2026
3Y Returns (CAGR)
7.20%
Expense Ratio
0.25%
as of 01/05/2026
AUM
₹136.18 Cr
Qtr End: Mar 26
NAV
₹16.136
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.30% | 5.28% | 1.23% |
| 6M | 3.13% | 6.36% | 1.00% |
| 1Y | 6.26% | 6.26% | 0.88% |
| 3Y | 23.20% | 7.20% | 0.91% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 28/03/2016
- Fund Age
- 10.2 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Arbitrage Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Tata Arbitrage Fund - Direct - Growth | 7.48% | 0.29% | ₹15,472.18 |
| ITI Arbitrage Fund - Direct - Growth | 7.35% | 0.26% | ₹9.17 |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND - Direct - Growth | 7.40% | 0.32% | ₹18,303.45 |
| Invesco India Arbitrage Fund - Direct - Growth | 7.47% | 0.40% | ₹20,359.87 |
| Sundaram Arbitrage Fund - Direct - Growth | 7.20% | 0.25% | ₹136.18 |
| Edelweiss Arbitrage Fund - Direct - Growth | 7.43% | 0.39% | ₹11,536.11 |
| Kotak Arbitrage Fund - Direct - Growth | 7.47% | 0.44% | ₹43,486.83 |