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HYBRID•ARBITRAGE FUND

Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment

3 Year return

7.46%
NAV on January 15, 2026
13.6314
1D Returns
0%
Launched on March 2016(10 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
12.39%₹446
Total Value ₹4,046

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹321.4 Cr.
Expense Ratio
0.3% (inclusive of GST)
Exit Load
If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 15 days from the date of allotment - Nil.

Ratings

ARQ Rating
1.5

Ratings by other agencies

Value Research
1
Crisil
1
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Sundaram Mutual Fund Manager

AA

Ashish Aggarwal

Fund Manager since Jan 2022

DS

Dwijendra Srivastava

Fund Manager since Jan 2024

RS

Rohit Seksaria

Fund Manager since Jan 2022

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹76,570.4 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Invesco India Arbitrage Fund7.871%
5
Kotak Arbitrage Fund7.8602%
4.5
Edelweiss Arbitrage Fund7.8165%
4.5

Key Features of The Fund

5-year return
5.9102%
Expense Ratio
0.3%
Fund Manager
Ashish Aggarwal
Fund Size
₹321.4 Cr.
Risk Profile
Moderately Low

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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Take control of your financial future by using our systematic investment plan calculator. All you have to do is input your desired investment amount and time horizon into our SIP calculator. Witness firsthand the potential growth of your investments as you tailor your strategy to match your unique financial objectives. With a personalised approach, you can ensure steady wealth accumulation over time, bringing you closer to your financial goals.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment on January 15, 2026, is ₹13.6314
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment, is ₹321.4 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment is 0.3%
The Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment was launched on March 28, 2016. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,046 in 3Y at 7.4609% returns
SIP Date1st of every month

Your next SIP Payment will be on 15 February 2026

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