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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 18 Dec 2025
₹15.68
Rating
2
Min. SIP amount
₹100
Fund size
₹334.75Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (94)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reliance Industries Ltd. | Energy | Equity | 8.73% |
NA | NA | Mutual Fund | 7.78% |
ICICI Bank Ltd. | Financial | Equity | 7.26% |
ITC Ltd. | Consumer Staples | Equity | 5.64% |
Vedanta Ltd. | Metals & Mining | Equity | 4.52% |
Axis Bank Ltd. | Financial | Equity | 4.13% |
Bajaj Finance Ltd. | Financial | Equity | 3.88% |
HDFC Bank Ltd. | Financial | Equity | 3.71% |
State Bank of India | Financial | Equity | 3.36% |
GOI | Sovereign | GOI Sec | 3.07% |
Sundaram Liquid Direct-Growth | NA | Mutual Fund | 2.81% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 2.72% |
Larsen & Toubro Ltd. | Construction | Equity | 2.40% |
Hero Motocorp Ltd. | Automobile | Equity | 2.05% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 1.96% |
Ambuja Cements Ltd. | Construction | Equity | 1.90% |
National Aluminium Company Ltd. | Metals & Mining | Equity | 1.86% |
Max Financial Services Ltd. | Financial | Equity | 1.55% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 1.54% |
Reserve Bank of India | Financial | T-Bills | 1.49% |
Bharti Airtel Ltd. | Communication | Equity | 1.49% |
Reserve Bank of India | Financial | T-Bills | 1.48% |
Reserve Bank of India | Financial | T-Bills | 1.48% |
Reserve Bank of India | Financial | T-Bills | 1.48% |
Reserve Bank of India | Financial | T-Bills | 1.43% |
Eternal Ltd. | Services | Equity | 1.41% |
The Indian Hotels Company Ltd. | Services | Equity | 1.29% |
RBL Bank Ltd. | Financial | Equity | 1.27% |
Indusind Bank Ltd. | Financial | Equity | 1.20% |
REC Ltd. | Financial | Equity | 1.15% |
Power Grid Corporation Of India Ltd. | Energy | Equity | 1.13% |
Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.97% |
Bank Of Baroda | Financial | Equity | 0.89% |
Canara Bank | Financial | Equity | 0.76% |
Indus Towers Ltd. | Communication | Equity | 0.75% |
Cipla Ltd. | Healthcare | Equity | 0.72% |
Tata Steel Ltd. | Metals & Mining | Equity | 0.69% |
Maruti Suzuki India Ltd. | Automobile | Equity | 0.66% |
Havells India Ltd. | Capital Goods | Equity | 0.65% |
Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.60% |
Britannia Industries Ltd. | Consumer Staples | Equity | 0.55% |
Sammaan Capital Ltd. | Financial | Equity | 0.43% |
Mahindra & Mahindra Ltd. | Automobile | Equity | 0.43% |
PNB Housing Finance Ltd. | Financial | Equity | 0.42% |
FSN E-Commerce Ventures Ltd. | Services | Equity | 0.30% |
Interglobe Aviation Ltd. | Services | Equity | 0.29% |
JSW Energy Ltd. | Capital Goods | Equity | 0.26% |
DLF Ltd. | Construction | Equity | 0.25% |
BSE Ltd. | Services | Equity | 0.23% |
Bajaj Finserv Ltd. | Financial | Equity | 0.22% |
JIO Financial Services Ltd. | Financial | Equity | 0.13% |
JIO Financial Services Ltd. | Financial | Futures | -0.13% |
Bajaj Finserv Ltd. | Financial | Futures | -0.22% |
DLF Ltd. | Construction | Futures | -0.25% |
JSW Energy Ltd. | Capital Goods | Futures | -0.26% |
Interglobe Aviation Ltd. | Services | Futures | -0.29% |
FSN E-Commerce Ventures Ltd. | Services | Futures | -0.30% |
PNB Housing Finance Ltd. | Financial | Futures | -0.42% |
Mahindra & Mahindra Ltd. | Automobile | Futures | -0.43% |
Sammaan Capital Ltd. | Financial | Futures | -0.44% |
Britannia Industries Ltd. | Consumer Staples | Futures | -0.55% |
Eternal Ltd. | Services | Futures | -0.59% |
Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.60% |
Havells India Ltd. | Capital Goods | Futures | -0.65% |
Maruti Suzuki India Ltd. | Automobile | Futures | -0.67% |
Tata Steel Ltd. | Metals & Mining | Futures | -0.69% |
Cipla Ltd. | Healthcare | Futures | -0.73% |
Indus Towers Ltd. | Communication | Futures | -0.76% |
Canara Bank | Financial | Futures | -0.77% |
Eternal Ltd. | Services | Futures | -0.84% |
Bank Of Baroda | Financial | Futures | -0.89% |
Adani Ports and Special Economic Zone Ltd. | Services | Futures | -0.98% |
Power Grid Corporation Of India Ltd. | Energy | Futures | -1.14% |
REC Ltd. | Financial | Futures | -1.16% |
Indusind Bank Ltd. | Financial | Futures | -1.21% |
RBL Bank Ltd. | Financial | Futures | -1.28% |
The Indian Hotels Company Ltd. | Services | Futures | -1.30% |
Bharti Airtel Ltd. | Communication | Futures | -1.51% |
Bharat Dynamics Ltd. | Capital Goods | Futures | -1.55% |
Max Financial Services Ltd. | Financial | Futures | -1.56% |
National Aluminium Company Ltd. | Metals & Mining | Futures | -1.88% |
Ambuja Cements Ltd. | Construction | Futures | -1.91% |
Hindalco Industries Ltd. | Metals & Mining | Futures | -1.97% |
Hero Motocorp Ltd. | Automobile | Futures | -2.06% |
Larsen & Toubro Ltd. | Construction | Futures | -2.42% |
Kotak Mahindra Bank Ltd. | Financial | Futures | -2.73% |
State Bank of India | Financial | Futures | -3.38% |
HDFC Bank Ltd. | Financial | Futures | -3.73% |
Bajaj Finance Ltd. | Financial | Futures | -3.90% |
Axis Bank Ltd. | Financial | Futures | -4.16% |
Vedanta Ltd. | Metals & Mining | Futures | -4.55% |
ITC Ltd. | Consumer Staples | Futures | -5.67% |
ICICI Bank Ltd. | Financial | Futures | -7.29% |
Reliance Industries Ltd. | Energy | Futures | -8.78% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Hybrid Arbitrage
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.1% | 7.5% | 6.0% | 5.1% |
| Category average | 6.2% | 6.8% | 5.6% | NA |
| Rank with in category | 10 | 19 | 20 | NA |
Understand terms
Peer Comparison
| Hybrid, Arbitrage funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Arbitrage Fund Direct Growth | 5 | 7.1% | 7.9% | 27,560.25 |
Tata Arbitrage Fund Direct Growth | 5 | 7.1% | 7.8% | 20,154.23 |
Aditya Birla Sun Life Arbitrage Fund Direct Growth | 4 | 7.2% | 7.8% | 24,255.89 |
Bandhan Arbitrage Fund Direct Growth | 4 | 7.0% | 7.7% | 8,747.55 |
SBI Arbitrage Opportunities Fund Direct Growth | 4 | 7.0% | 7.7% | 41,082.90 |
Expense ratio, exit load and tax
Expense ratio: 0.17%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund management
Rohit SeksariaJan 2022 - PresentView details
Rohit Seksaria
Jan 2022 - Present
View details
Education
Mr. Seksaria is CS, CA & has done MBA from IIM Ahmedabad
Experience
Prior to joining Sundaram Mutual Fund he has worked with Progress Capital/Asia Capital & Advisor Pte Ltd., Matchpoint Investment Management and Progress Capital Pte Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Hybrid Arbitrage
Pros
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.17%
Higher alpha: 1.67
The fund has generated returns higher than benchmark - NIFTY 50 Arbitrage Total Return Index - in the last 3Y
Cons
Low rating: 2
Compare funds
Sundaram Arbitrage Fund Direct Growth
VS
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