3 Year return

5.7%
Launched on March 2016 (8 years)

Investment Details

₹100

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹3,00,000
Gain
  • Total Value

ENTER AMOUNT

Your Investment
Gain
  • Total Value

Risk Involved

Low to Moderate Risk

Your principal will be at

Moderately Low Risk

Scheme Information

Asset Under Management

₹119.3 Cr.

Expense Ratio

0.28% (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If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged.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

1
1
0

Tax Implications

Withdrawal within 1 year:

15% tax on gains

Withdrawal after 1 year:

10% tax on gains above ₹1 lakh per financial year

Fund Holdings

Holdings

Sundaram Mutual Fund Managers

RS

Rohit Seksaria

Fund Manager since Mar 2016

View Details

Fund House Details

Asset management company

AUM ₹0.00 Cr.
No. of Schemes
Setup Date

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
There are no records found for Other Schemes.

Key Features of The Fund

5-year return 4.84%
Expense Ratio 0.28%
Fund Manager Rohit Seksaria
Fund Size ₹119.3 Cr
Risk Profile Moderately Low

AMC Contact Details

Name NA
Launch Date NA
Addresss NA
Contact NA
Email NA
Website NA

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

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 Jul 26 2024 is 12.3184

What is the AUM of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

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 119.3 crore.

What is the expense ratio of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

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 0.28%

What are the returns of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment since inception?

The Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment was launched on Mar 28 2016. The fund has delivered a CAGR of 4.4 since inception.

What is the minimum SIP amount to invest in Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

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.

How do I invest in Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

  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.

How to start an SIP in Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

  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.

How do I automate an SIP in Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

  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.

How can I withdraw/redeem my investment in Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund) Direct Plan Monthly IDCW Reinvestment?

  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.