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

Sundaram · Arbitrage
Low
₹13.21
Current NAV
25 Jun 2026
6.7%
1Y Return
6.2%
3Y CAGR
5.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.67%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.87).
  • Very large asset base (AUM: ₹17,420 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
1.27
Beta
5.87
Alpha
1.88
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Fund Details
Fund House Sundaram
Category Arbitrage
AUM ₹17420 Cr
Expense Ratio 0.67%
Min SIP ₹500
Min Lumpsum ₹1000
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