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Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal
Category: Hybrid: Arbitrage
Launch Date: 21-04-2016
AUM:
₹ 338.18 Cr
Expense Ratio
1.0%
Benchmark
NIFTY 50 Arbitrage TRI
ISIN
INF173K01MY0
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM1- Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3- Mr. Dwijendra Srivastava
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal | 6.1 | 6.68 | 5.21 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.067
Last change
-0 (-0.0031%)
Fund Size (AUM)
₹ 338.18 Cr
Performance
4.04% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
Fund Manager
FM1- Mr. Rohit Seksaria; FM2 - Mr. Ashish Aggarwal; FM3- Mr. Dwijendra Srivastava
Riskometer
Low
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 8.73 |
| Sundaram Money Market Fund-Direct Plan - Growth | 7.78 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.26 |
| TREPS | 5.8 |
| ITC LIMITED EQ NEW FV RE.1/- | 5.64 |
| VEDANTA LIMITED EQ NEW RS.1/- | 4.52 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 4.13 |
| Bajaj Finance Limited | 3.88 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.71 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.36 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.31 |
| Metals & Mining | 9.03 |
| Oil, Gas & Consumable Fuels | 8.73 |
| Fast Moving Consumer Goods | 6.79 |
| Automobile and Auto Components | 3.14 |
| Consumer Services | 3.0 |
| Construction | 2.4 |
| Telecommunication | 2.24 |
| Construction Materials | 1.9 |
| Capital Goods | 1.54 |
