Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Low
₹13.6657 0.09%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Arbitrage Fund - Regular Plan
|
|
|
Low
|
Please wait... |
0.87 |
|
 |
|
Low
|
Please wait... |
1.01 |
||
 |
|
Low
|
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0.96 |
||
|
|
Low
|
Please wait... |
1.06 |
||
|
|
Low
|
Please wait... |
1.06 |
₹141 Cr
1.00 (15)
100
100
500
12
Investment Strategy
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Suitability
"Arbitrage funds invest in equity shares and derivatives, and earn their returns through the price differential between a stock and its futures. You can expect to earn better returns than what you would get from a bank account.
They are usually suitable to park your money for a period ranging between three months to a year. However, we believe that liquid funds, which have a similar risk-return payoff, are a better alternative for most investors for such a time frame. Arbitrage funds may have some appeal for those who are in the highest tax bracket, given the preferential tax treatment of these funds.
The risk of incurring a loss in these funds over the said time frame is low but they do not guarantee returns or safety of capital.
Remember, these funds usually deliver low returns which are only marginally higher than your bank account. They are not suitable if your aim is to build wealth in the long run."
Capital Gains Taxation
Dividend Taxation
Sundaram Arbitrage Fund - Regular Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Arbitrage Fund - Regular Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Arbitrage Fund - Regular Plan is ₹13.6657 as of 14-Aug-2024.
The AUM of Sundaram Arbitrage Fund - Regular Plan Fund is ₹141 Cr as of 31-Jul-2024
The riskometer level of Sundaram Arbitrage Fund - Regular Plan is Low. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.38 20/06/2027 |
3.61
|
|
GOI Sec 7.33 30/10/2026 |
3.59
|
|
Sundaram Liquid Direct-G |
3.58
|
|
Reserve Bank of India T-Bills 364-D 19/09/2024 |
3.53
|
|
Reserve Bank of India T-Bills 364-D 10/10/2024 |
3.51
|
As of 31-Jul-2024, Sundaram Arbitrage Fund - Regular Plan had invested 75.46% in Cash & Cash Eq., 24.77% in Debt and -0.23% in Equity See More
Sundaram Arbitrage Fund - Regular Plan is 8 years 3 months old. It has delivered 4.10% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.37%
|
5.26%
|
4.60%
|
3.84%
|
--
|
4.10%
|
No, There is no lock in period in Sundaram Arbitrage Fund - Regular Plan.
The expense ratio of Sundaram Arbitrage Fund - Regular Plan is 0.87.
Mutual Funds 
Sundaram Sundaram Arbitrage Fund - Regular Plan
