Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal

Open Ended Schemes(Hybrid Scheme - Arbitrage Fund)Low RiskISIN INF173K01MY0

NAV · 06-Jul-2026

₹12.6589

-5.21%

-3.03%

1Y (CAGR)

-0.37%

3Y (CAGR)

+4.44%

5Y (CAGR)

—

Since inception (CAGR)

+4.54%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

3.73%

Downside dev (3y)

6.42%

Max drawdown (3y)

-6.0%

Sharpe (3y)

-0.55

SIP XIRR (3y)

+2.13%

Calendar-year returns

2023 +6.8%2024 +7.1%2025 +6.2%

Fund facts

Fund managerKumaresh Ramakrishnan · Rohit Seksaria

AUM₹4,680 Cr

Launch date28-Mar-2016

Plan typeOpen Ended · Hybrid

Min lumpsumRs. 5000

Lock-inNone

Volatility1.81

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 ↗