Sundaram Arbitrage Reg-G

Fund Category: Arbitrage

Fund Category Arbitrage

Low Hybrid G

0 Morning Star

2 Value Research

NAV( 23 Apr 2026)

₹ 15.13

0.51%

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Sundaram Arbitrage Reg-G

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Performance

6.68%3y Returns

0.08% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.01%
Exit load

1% For units in excess of 25% of the investment,1% will be charged for redemption within 15 days

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 412 Cr
Plan

REGULAR
Launch date

28 Mar 2016
Fund type

OPEN
Fund benchmark

NIFTY 50 Arbitrage Total Return Index
ISIN

INF173K01NB6

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Cash Margin	63.93%
Eternal Ltd	0.88%
Bajaj Finance Ltd	6.19%
Ashok Leyland Ltd	2.71%
Axis Bank Ltd	3.05%
Bank Of Baroda	0.62%
Cash/Net Current Assets	2.88%
Indian Energy Exchange Ltd	0.84%
Britannia Industries Ltd	0.41%
GOI Sec 7.38 20/06/2027	2.47%
Repo	0.78%
Hindalco Industries Ltd	1.74%
GAIL (India) Ltd	0.84%
Sundaram Liquid Direct-G	3.97%
Sundaram Money Market Direct-G	7.41%
HDFC Bank Ltd	5.42%
Colgate-Palmolive (India) Ltd	0.2%
Havells India Ltd	0.43%
ITC Ltd	2.36%
TVS Motor Company Ltd	2.4%
Bharti Airtel Ltd	1.03%
Reserve Bank of India T-Bills 364-D 17/09/2026	1.18%
REC Ltd Futures 04/2026	-3.31%
Bajaj Finance Ltd Futures 05/2026	-3.78%
ICICI Bank Ltd	5.12%
Maruti Suzuki India Ltd	0.42%
Trent Ltd	0.48%
Others Mrgn Money	2.49%
GAIL (India) Ltd Futures 04/2026	-0.85%
Cipla Ltd	0.47%
The Indian Hotels Company Ltd	0.8%
NHPC Ltd	1.29%
ICICI Bank Ltd Futures 04/2026	-5.15%
Axis Bank Ltd Futures 04/2026	-3.06%
Mahindra & Mahindra Ltd Futures 04/2026	-0.49%
HDFC Bank Ltd Futures 04/2026	-1.55%
Reliance Industries Ltd Futures 04/2026	-6.11%
Power Grid Corporation of India Ltd Futures 04/2026	-1.55%
Larsen & Toubro Ltd Futures 04/2026	-1.69%
National Aluminium Company Ltd Futures 04/2026	-2.25%
Max Financial Services Ltd Futures 04/2026	-1.1%
Tata Consumer Products Ltd Futures 04/2026	-0.42%
Reliance Industries Ltd	6.08%
Bank Of Baroda Futures 04/2026	-0.62%
360 One Wam Ltd CP 364-D 21/01/2027	2.27%
Cipla Ltd Futures 04/2026	-0.47%
Maruti Suzuki India Ltd Futures 04/2026	-0.42%
Bajaj Finance Ltd Futures 04/2026	-2.45%
Kotak Mahindra Bank Ltd Futures 04/2026	-1.84%
Reserve Bank of India T-Bills 364-D 28/08/2026	3.56%
Kotak Mahindra Bank Ltd	1.84%
National Aluminium Company Ltd	2.25%
Tata Consumer Products Ltd	0.42%
HDFC Bank Ltd Futures 05/2026	-3.91%
NHPC Ltd Futures 04/2026	-1.29%
Colgate-Palmolive (India) Ltd Futures 05/2026	-0.2%
Indian Energy Exchange Ltd Futures 05/2026	-0.84%
Ashok Leyland Ltd Futures 05/2026	-2.72%
Havells India Ltd Futures 04/2026	-0.43%
Britannia Industries Ltd Futures 04/2026	-0.41%
Reserve Bank of India T-Bills 364-D 25/02/2027	6.93%
IIFL Finance Ltd CP 9.17 26/05/2026	2.39%
Marico Ltd	1.86%
Max Financial Services Ltd	1.1%
State Bank of India	4.3%
Power Grid Corporation of India Ltd	1.54%
Ambuja Cements Ltd	1.12%
Mahindra & Mahindra Ltd	0.49%
REC Ltd	3.3%
Larsen & Toubro Ltd	1.68%
Hindalco Industries Ltd Futures 04/2026	-1.75%
TVS Motor Company Ltd Futures 04/2026	-2.41%
Marico Ltd Futures 04/2026	-1.87%
Trent Ltd Futures 04/2026	-0.48%
ITC Ltd Futures 04/2026	-2.37%
State Bank of India Futures 05/2026	-4.29%
Eternal Ltd Futures 04/2026	-0.88%
Ambuja Cements Ltd Futures 04/2026	-1.13%
The Indian Hotels Company Ltd Futures 04/2026	-0.81%
Bharti Airtel Ltd Futures 04/2026	-1.03%

Sectors

Company	Allocation %
Others	70.08%
Automobile	-0.02%
Construction	-0.01%
Consumer Staples	-0.02%
Materials	-0.01%
Financial	16.21%
Capital Goods	0.00%
Services	-0.01%
Sovereign	2.47%
Energy	-0.05%
Unclassified	11.38%
Metals & Mining	-0.01%
Healthcare	0.00%
Communication	0.00%

Risk Associated

Low

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

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

49
AUM

₹ 67,088 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.

Fund Manager

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Dwijendra Srivastava

Funds Offered

21
AUM

₹ 28,697 Cr
Highest Return

14.17%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

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Frequently Asked Questions

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

The current NAV of Sundaram Arbitrage Reg-G is ₹ 15.1314

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

The expense ratio of Sundaram Arbitrage Reg-G is 1.01%

How to Redeem Sundaram Arbitrage 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 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 Reg-G through both SIP and lump sum?

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

What is the return of Sundaram Arbitrage Reg-G?

For Sundaram Arbitrage Reg-G, 3-year return is 6.68% per annum and 5-year return is 5.5% per annum. Check the return performance in detail on the page.

What is the lock-in period in Sundaram Arbitrage Reg-G?

The lock-in-period of Sundaram Arbitrage Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Sundaram Arbitrage Reg-G

₹ 15.13

0.51%

Sundaram Arbitrage Reg-G

Performance

6.68%3y Returns

Investment details

₹ 100

₹ 100

0

1.01%

1% For units in excess of 25% of the investment,1% will be charged for redemption within 15 days

L After 365 days

Fund details

₹ 412 Cr

REGULAR

28 Mar 2016

OPEN

NIFTY 50 Arbitrage Total Return Index

INF173K01NB6

Fund allocation

Risk Associated

Low

About AMC

Sundaram Mutual Fund >

Contact Information

Address:

49

₹ 67,088 Cr

About

Fund Manager

Dwijendra Srivastava

21

₹ 28,697 Cr

14.17%

About

Start investing now

Select a Date

Frequently Asked Questions

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

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

How to Redeem Sundaram Arbitrage Reg-G Regular Growth?

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

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

What is the return of Sundaram Arbitrage Reg-G?

What is the lock-in period in Sundaram Arbitrage Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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