Sundaram Arbitrage Fund Reg-G

Fund Category: Arbitrage

Fund Category Arbitrage

Low to Moderate Hybrid G

0 Morning Star

0 Value Research

NAV( 31 Dec 2021)

₹ 10.66

-%

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Sundaram Arbitrage Fund Reg-G

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Performance

-%3y Returns

-0.05% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.03%
Exit load

L After 365 days

Fund details

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Fund size

₹ 83 Cr
Plan

REGULAR
Launch date

16 Jan 2020
Fund type

OPEN
Fund benchmark

NIFTY 50 Arbitrage Total Return Index
ISIN

INF903JA1IN9

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Ashok Leyland Ltd.	2.26%
Bharat Forge Ltd.	2.17%
Pidilite Industries Ltd.	1.36%
Indraprastha Gas Ltd.	3.07%
Reliance Industries Ltd.	6.34%
Axis Bank Ltd.	6.6%
SBI Cards & Payments Services Ltd.	3.11%
Bajaj Finserv Ltd.	2.83%
ICICI Bank Ltd.	2.21%
LIC Housing Finance Ltd.	3.45%
State Bank of India	3.55%
Shriram Transport Finance Company Ltd.	3.45%
HDFC Asset Management Company Ltd.	2.12%
Canara Bank	1.64%
Sundaram Money Direct	2.42%
Dabur India Ltd.	1.38%
Hindustan Unilever Ltd.	3.47%
ITC Ltd.	3.45%
Apollo Hospitals Enterprise Ltd.	2.63%
HDFC Life Insurance Co Ltd.	2.64%
SBI Life Insurance Company Ltd.	0.1%
Hindalco Industries Ltd.	1.05%
Tata Steel Ltd.	1.58%
Vedanta Ltd.	1.33%
Jindal Steel & Power Ltd.	4.42%
Adani Ports and Special Economic Zone Ltd.	2.45%
Page Industries Ltd.	1.33%

Sectors

Company	Allocation %
Services	2.45%
Automobile	4.43%
Energy	9.41%
Consumer Staples	8.30%
Insurance	2.74%
Metals & Mining	8.38%
Financial	31.38%
Healthcare	2.63%
Chemicals	1.36%
Textiles	1.33%

Risk Associated

Low to Moderate

Investors be aware that principal under this fund will be at Low to Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 62,225 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

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Frequently Asked Questions

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What is the current NAV of Sundaram Arbitrage Fund Reg-G?

The current NAV of Sundaram Arbitrage Fund Reg-G is ₹ 10.6622

How much does Sundaram Arbitrage Fund Reg-G charge as expense ratio?

The expense ratio of Sundaram Arbitrage Fund Reg-G is 1.03%

How to Redeem Sundaram Arbitrage Fund Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Arbitrage Fund Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Sundaram Arbitrage Fund Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Arbitrage Fund Reg-G based on your investment objective and risk profile.

What is the return of Sundaram Arbitrage Fund Reg-G?

For Sundaram Arbitrage Fund Reg-G, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.