← Sundaram Mutual Fund
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Open Ended Schemes(Hybrid Scheme - Arbitrage Fund)Low RiskISIN INF173K01NF7
NAV · 06-Jul-2026
₹16.2822
1M
+0.88%
6M
+3.51%
1Y (CAGR)
+6.80%
3Y (CAGR)
+7.39%
5Y (CAGR)
—
Since inception (CAGR)
+6.70%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
0.93%
Downside dev (3y)
0.49%
Max drawdown (3y)
-0.2%
Sharpe (3y)
0.96
SIP XIRR (3y)
+7.20%
Calendar-year returns
2023 +7.4%2024 +7.8%2025 +7.2%
Fund facts
Fund managerKumaresh Ramakrishnan · Rohit Seksaria
AUM₹4,680 Cr
Expense ratio0.25% · 2026-04-30
TER · AMFI officialDirect 1.04% · Regular 1.80% (2026-06-30)
Launch date28-Mar-2016
Plan typeOpen Ended · Hybrid
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility1.24
AMCSundaram Asset Management Company Ltd
Objective · To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
scheme documents ↗