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#21
of 21 funds
Consistency of returns
Protection from volatility
Return Outperformance: This fund has generated highest return amongst Arbitrage funds in the last 1 Month.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Return/Risk: The fund is performing poorly than its category.
Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
VRO rating | 1 |
Expense ratio | 0.28% as on Mar 31, 2024 |
Exit load | 1.0% For units in excess of 25% of the investment,1% will be charged for redemption within 15 days! |
AUM (Fund size) | ₹106 Crs |
Lock-in | No Lockin |
Age | 8 yrs 1 m since Mar 28, 2016 |
Benchmark | Nifty 50 Arbitrage |
Min. investment | SIP ₹500 & Lump. ₹5000 |
Risk | Low |
Short term capital gains (STCG) | Returns taxed at 15% if you redeem before 1 year |
Long term capital gains (LTCG) | After 1 year, pay tax of 10% on returns of ₹1 lakh+ in a financial year |
Period | This fund | Category average |
---|---|---|
1 month | 0.53% | 0.4969565217391305% |
3 months | 1.8% | 1.9052173913043478% |
6 months | 3.8% | 4.013043478260869% |
1 year | 7.7% | 8.079545454545455% |
3 years | 5.64% | 6.09590909090909% |
5 years | 5.06% | 5.691000000000001% |
Large Cap 0.052677198209390534%
Mid Cap 0.018864652013153217%
Small Cap 0.00494613977745626%
Other Cap 0.0%
Communication 19.759999999999998%
Financial 15.48%
Materials 12.1%
Construction 8.76%
Cash 74.07897401%
SOV 23.261714%
Cash & Call Money 2.58282501%
Reserve Bank of India 13.76%
GOI 9.5%
Cash Margin 74.07897401%
Treasury Bills 13.764181%
GOI Securities 9.497533%
Repo 2.993772%
Others 74.08%
Fund name | ETM Rank | AUM (in Crs.) | Fund age | Expense ratio |
---|---|---|---|---|
Edelweiss Arbitrage Fund | #1 | ₹10,243 Crs | 9 yrs 11 m | 0.37% |
Tata Arbitrage Fund | #2 | ₹11,606 Crs | 5 yrs 5 m | 0.29% |
Invesco India Arbitrage Fund | #3 | ₹15,281 Crs | 11 yrs 4 m | 0.4% |
Nippon India Arbitrage Fund | #4 | ₹14,796 Crs | 11 yrs 4 m | 0.37% |
Kotak Equity Arbitrage Fund | #5 | ₹43,515 Crs | 11 yrs 4 m | 0.44% |
Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|---|
Edelweiss Arbitrage Fund | 0.49% | 4.21% | 8.42% | 6.47% | 6.08% | 6.68% |
Tata Arbitrage Fund | 0.5% | 4.13% | 8.3% | 6.32% | 6.14% | 3.33% |
Invesco India Arbitrage Fund | 0.51% | 4.14% | 8.36% | 6.6% | 6.08% | 6.64% |
Nippon India Arbitrage Fund | 0.52% | 4.13% | 8.28% | 6.35% | 5.95% | 6.74% |
Kotak Equity Arbitrage Fund | 0.51% | 4.24% | 8.5% | 6.49% | 5.99% | 6.7% |
Fund name | Std. deviation | Beta | Sharpe | Sortino |
---|---|---|---|---|
Edelweiss Arbitrage Fund | 0.68 | 0.88 | 1.44 | 2.0 |
Tata Arbitrage Fund | 0.66 | 0.96 | 1.27 | 1.91 |
Invesco India Arbitrage Fund | 0.66 | 0.82 | 1.68 | 2.29 |
Nippon India Arbitrage Fund | 0.65 | 0.89 | 1.34 | 1.97 |
Kotak Equity Arbitrage Fund | 0.7 | 0.88 | 1.43 | 2.06 |
Alpha | 2.11 vs. 2.6808116 Underperformed at beating benchmark |
Sharpe | 0.24 vs. 2.8519917 Poor risk-adjusted returns |
Beta | 0.96 vs. 1.0154887 Less sensitive to market ups & downs |
Standard deviation | 0.75 vs. 0.60702366 More volatile performance |
Fund AUM | ₹106 Crs as on Mar 31, 2024 |
Scheme document | View Scheme Document |
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
No. of schemes | 29 view all schemes |
Total AUM | ₹56,667 Crs as on Mar 31, 2024 |
Address | Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014 |
Phone | 1860-425-7237 |
Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
---|---|---|---|---|
Sundaram Aggressive Hybrid Fund | #10 | ₹4,579 Crs | 25.89% | 15.43% |
Sundaram Balanced Advantage Fund | #5 | ₹1,529 Crs | 19.75% | 13.81% |
Sundaram Equity Savings Fund | #10 | ₹816 Crs | 20.38% | 12.01% |
Sundaram Conservative Hybrid Fund | #11 | ₹30 Crs | 9.98% | 7.93% |
Sundaram Multi Asset Allocation Fund | N.A. | ₹2,154 Crs | N.A. | N.A. |
Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis.
However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets.
At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. To evaluate the consistency of a fund, we have identified two key parameters: "consistency of returns" and "protection from volatility." We assess these parameters by analyzing the strong performance and low volatility of a fund over a prolonged period of time. To arrive at a rating for these parameters, we carefully consider the track record of a fund in terms of both performance and volatility.
In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings.
The Sundaram Arbitrage Fund is a 8 yrs 1 m old fund and has delivered average annual returns of 4.6% since inception.
1-Year | 3-Year | 5-Year | Since Inception |
---|---|---|---|
7.7% | 5.64% | 5.06% | 4.6% |
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Sundaram Arbitrage Fund for May 15, 2024 is 14.0207.
Sundaram Arbitrage Fund has an ET Money Rank of #21 of 21 and a consistency rating of 1.0.
This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.
On ET Money, Investing in Sundaram Arbitrage Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Sundaram Arbitrage Fund is 0.28%. .
Redeeming your investments in Sundaram Arbitrage Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Sundaram Arbitrage Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Sundaram Arbitrage Fund is ₹106 Crs.
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