Sundaram Arbitrage Fund Direct Growth

Sundaram Arbitrage Fund Direct Growth is a hybrid fund. This fund was started on 21 April, 2016. The fund is managed by Rohit Seksaria, Dwijendra Srivastava, Ashish Aggarwal. This fund gives you the benefit of diversification.

1. Sundaram Arbitrage Fund Direct Growth has ₹231 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
2. The fund has an expense ratio 0.3.
   

Sundaram Arbitrage Fund Direct Growth has given a CAGR return of 4.52% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.74%, 6.52% and 4.97% respectively.

Sundaram Arbitrage Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Government, Consumer Cyclical, Basic Materials, Communication, Tech, Industrial, Real Estate, Corporate, Health, Utilities, Consumer Defensive.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Arbitrage Fund Direct Growth has no lock in period.