Scheme

Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth

Sundaram Mutual Fund · Hybrid Scheme - Arbitrage FundNAV 15.6065 on 03 Nov 20261Y 6.21%3Y 6.45%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Low to Moderate

Benchmark riskometer

Low to Moderate

Inception
13 Jan 2026
Fund managers
Kumaresh Ramakrishnan, Sandeep Agarwal (since 05 Jan 2026), Bharath S (since 05 Jan 2026)
Benchmark
Nifty 50 Arbitrage TRI
Regular expense
0.6%
Direct expense
0.3%
Minimum investment
₹ 5,000
SIP minimum
₹ 100
Exit load
Nil

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Sundaram Arbitrage Fund23%
Nippon India Corporate Bond Fund14.2%
Sundaram Short Duration Fund12.6%
Sundaram Money Market Fund10.7%
Bandhan Short Duration Fund10.2%
Axis Corporate Bond Fund10%
Invesco India Arbitrage Fund7.4%
Tata Arbitrage Fund6.7%
Bandhan Dynamic Bond Fund1.4%
Sundaram Ultra Short Duration Fund0.5%