Sundaram Arbitrage Fund (Formerly Known As Prinicpal Arbitrage Fund) - Direct Plan - Growth

Q: How to check the XIRR of Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth?

You can track the exact XIRR and portfolio overlapping of Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Sundaram Mutual Fund

Expense Ratio: 0.17

Risk: Low

Hybrid Scheme - Arbitrage Fund

Plan: Direct

Benchmark: Nifty 50 Arbitrage Index

Inception: 28-03-2016

Exit Load: Nil

Fund Size:₹310.24 Cr

Performance

Fund6.83%

Cat. Avg.6.63%

Fund7.04%

Cat. Avg.6.85%

Fund7.25%

Cat. Avg.7.21%

FundN/A

Cat. Avg.6.68%

10Y

FundN/A

Cat. Avg.6.31%

Fund6.68%

Cat. Avg.6.29%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	short	Derivative	Future/Option		1463.56		93.11	35.13%
2	Sundaram Money Market Fund-Direct Plan - Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units		60.96	23.00%
3	HDFC Bank Ltd	Equity	Listed	Large Cap	Banks		49.22	18.57%
4	Reliance Industries Ltd	Equity	Listed	Large Cap	Petroleum Products		46.45	17.53%
5	Bajaj Finance Ltd	Equity	Listed	Large Cap	Finance		34.74	13.11%
6	Ashok Leyland Ltd	Equity	Listed	Mid Cap	Agricultural, Commercial & Construction Vehicles		33.04	12.47%
7	ICICI Bank Ltd	Equity	Listed	Large Cap	Banks		31.00	11.70%
8	364 Days - T Bill - 25/02/2027	DEBT	T-Bills		Sovereign	5.45%	28.97	10.93%
9	Sundaram Liquid Fund - Direct Growth	Mutual Fund	Mutual Fund Units		Mutual Fund Units		26.69	10.07%
10	Bharti Airtel Ltd	Equity	Listed	Large Cap	Telecom - Services		25.51	9.63%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	61934	+3.2%	+6.8%
2Y	07 Nov, 24	1.20 L.	1.28 L.	+6.8%	+6.8%
3Y	07 Nov, 23	1.80 L.	1.99 L.	+10.8%	+7.0%
SI	07 Jan, 22	2.90 L.	3.43 L.	+18.4%	+7.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.07 L.	+6.8%	+6.8%
2Y	16 Oct, 24	1 L.	1.15 L.	+14.6%	+7.0%
3Y	16 Oct, 23	1 L.	1.23 L.	+23.4%	+7.2%
SI	03 Jan, 22	1 L.	1.36 L.	+36.3%	+6.7%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.