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Sundaram Arbitrage Fund - Direct Plan Growth

Hybrid | Arbitrage

(NAV as of 19/04/2024)
13.97 (0.07)

3Y Returns

NA

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.28%

Fund Size

107 Cr

Inception Date

21-Apr-16

Fund Manager

Rohit Seksaria

Exit Load

Nil upto 25% of units and 0.25% for remaining units on or before 15D, Nil after 15D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

72.01%

Debt & Others

27.99%

Market Cap Allocation

Large Cap

48.84%

Mid Cap

19.12%

Small Cap

4.05%

Other Cap

27.99%

Sector Allocation

Govt-Sec

24.37%

Banks

17.82%

Cement

11.19%

Finance

7.98%

Petroleum Products

7.89%

Top Ten Holdings

364 Days - T Bill - 14/03/2024*

9.98%

Ambuja Cements Ltd

8.12%

HDFC Bank Ltd

8.09%

ICICI Bank Ltd

8.04%

Reliance Industries Ltd

7.89%

Investment Objective

The Investment Objective Of The Scheme Is 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.There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Realized.

Fund House Detail

AMC Name

Sundaram Asset Management Company Limited

Address

Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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