info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Sundaram Mutual Fund

Groww Arbitrage Fund Direct IDCW

monitor_heart Health Score: 74/100 · Good

Sundaram Mutual Fund · Hybrid · Arbitrage Fund

₹10.15

-0.0 (-0.04%) trending_down

AUM: ₹67 Cr

NAV updated 15 days ago

Plan

Direct

Option

Idcw

Risk

Moderate

Expense Ratio

0.38%

Exit Load

Nil

Fund Manager

Kumaresh Ramakrishnan

Inception

Jan 2026

Benchmark

Sharpe Ratio

-0.04

Std Dev (1Y)

4.11%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.81%

3m

+1.78%

6m

1y

3y

5y

10y

since inception

+1.18%

rate_review TopFund's Take on Groww Arbitrage Fund Direct IDCW

Groww Arbitrage Fund Direct IDCW holds up reasonably well within the Arbitrage Fund category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.

Cost: At 0.38%, the expense ratio is roughly in line with the Arbitrage Fund category average of 0.4% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.04 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 4.11% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Unspecified 99.99%

pie_chart Asset Allocation

Mutual Fund 99.78%
Repo 0.21%

Frequently Asked Questions about Groww Arbitrage Fund Direct IDCW

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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