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Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
★★★★★ monitor_heart Health Score: 71/100 · GoodSundaram Mutual Fund · Hybrid · Arbitrage
₹13.27
AUM: ₹468 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
1.08%
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Fund Manager
Rajat Jain
Inception
Apr 2016
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
-1.02
Std Dev (1Y)
6.31%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.76%
3m
+1.75%
6m
+3.46%
1y
+6.74%
3y
+7.38%
5y
+6.31%
10y
+5.11%
since inception
+5.25%
rate_review TopFund's Take on Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal holds up reasonably well within the Arbitrage category, backed by a 5-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.
Cost: At 1.08%, the expense ratio is meaningfully cheaper — about 31% below the Arbitrage category average of 1.57% (based on 88 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.02 — 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 6.31% 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
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
The current NAV (Net Asset Value) of Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal is ₹13.27. NAV is updated every business day after market close by AMFI.
1Y: 6.74% · 3Y CAGR: 7.38% · 5Y CAGR: 6.31%
The expense ratio is 1.08% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal is managed by Rajat Jain at Sundaram Mutual Fund.
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal is ₹468 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.