Investment Objective
The investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.There is no assurance or guarantee that the investment objective of the Scheme will be realized. .
Category
- Hybrid - Arbitrage Fund
Benchmark
- Nifty 50 Arbitrage
Returns
Absolute
1M
0.50%
3M
1.65%
6M
3.52%
Annualised
1Y
5.38%
3Y
3.18%
5Y
2.16%
Historical NAV
NAV for scheme Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal
is
Growth of 10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
74.33 Cr
Sundaram Arbitrage Fund - Regular Plan Monthly Idcw Payout AUM is 97% lower than other schemes in the category
Load
Entry Load - NIL
Exit Load - Nil upto 25% of units and 0.25% for remaining units on or before 15D Nil after 15D
Lock In Period - NIL
Expense Ratio
0.99%
Turnover Ratio
1046.00%
