Sundaram Arbitrage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.09 | 4.67 | 3.95 | N/A |
Average Rolling Returns(%) | 3.51 | 2.78 | 2.75 | N/A |
The Current NAV of Sundaram Arbitrage Fund - Growth is ₹13.36.
It is better to invest in a fund with a longer track record as Sundaram Arbitrage Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage - TRI returns, as Funds portfolio is significantly different.
Sundaram Arbitrage Fund - Growth fund’s expense ratio is 0.87%
The process for redemption is
The AUM of Sundaram Arbitrage Fund - Growth is currently ₹102 Crores.
The Top three stocks are Indus Towers, Ambuja Cement and Reliance Industries and account for 26% of its portfolio. Top 5 and 10 stocks of fund account for 41% and 61% of fund’s portfolio respectively.
Top three sectors of Sundaram Arbitrage Fund - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 68% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram Arbitrage Fund - Growth Fund is Hybrid - Arbitrage Fund.
Rohit Seksaria and Ashish Agarwal manage the Sundaram Arbitrage Fund - Growth Fund.
Sundaram Arbitrage Fund - Growth current PE ratio is 36.85 and PB ratio is 4.23
The asset allocation of Sundaram Arbitrage Fund - Growth is Stocks : 73.64%, Debt : 26.35% and Gold : 0%
The minimum SIP amount for Sundaram Arbitrage Fund - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Sundaram Arbitrage Fund - Growth is Nil upto 25% of units and 0.25% for remaining units on or before 15 days, Nil after 15 days