Sundaram Arbitrage Fund - Regular Plan - Growth
Medium
Risk
Hybrid
Arbitrage Fund
+
4.66
%
4.66
%
3Y annualised
+
0.12
%
0.12
%
1D
1M
6M
1Y
3Y
All
Fund size
99
NAV:
Mar 7, 2024
13.2494
Sector
Tech
Type
Hybrid
Launched
Apr 2016
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
364 DTB 14032024
9.98
%
Future on Ambuja Cements Ltd
8.15
%
Hdfc Bank Limited February 2024
8.15
%
Ambuja Cements Ltd
8.12
%
HDFC Bank Ltd
8.09
%
Icici Bank Limited February 2024
8.08
%
ICICI Bank Ltd
8.04
%
Future on Reliance Industries Ltd
7.95
%
Reliance Industries Ltd
7.89
%
Indus Towers Limited February 2024
7.43
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Arbitrage Fund - Regular Plan - Growth
More details
Investment objective
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
