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Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 72/100 · Good
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)7.22%
- Expense ratio (20%)0.98%
- AUM (15%)₹553 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Hybrid · Arbitrage
₹16.41
AUM: ₹553 Cr
NAV updated 22 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.98%
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
0.24
Std Dev (1Y)
1.42%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.07%
3m
+1.6%
6m
+3.07%
1y
+6.47%
3y
+7.22%
5y
+6.33%
10y
+5.06%
since inception
+6.63%
TopFund's Take on Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth 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 72/100.
Cost: At 0.98%, the expense ratio is meaningfully cheaper — about 36% below the Arbitrage category average of 1.53% (based on 104 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 modest Sharpe ratio of 0.24 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.42% is on the lower side for a Arbitrage fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
The current NAV (Net Asset Value) of Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is ₹16.41. NAV is updated every business day after market close by AMFI.
1Y: 6.47% · 3Y CAGR: 7.22% · 5Y CAGR: 6.33%
The expense ratio of Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is 0.98% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is managed by Rajat Jain at Sundaram Mutual Fund.
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth is ₹553 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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