Rating : N/A

Sundaram Arbitrage Fund Direct Reinvestment of Income Distribution cum capital withdrawal option

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Arbitrage Fund

NAV

10.7313-0.0041

(as on 27 Sep, 2021)

RETURNS

NA

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0%

Asset Size

89.98 Cr.

(As of 31 Aug, 2021)

Benchmark

NIFTY 50 Arbitrage TR INR

Riskometer

Investors understand that their principal will be at Low Risk.

Objective

To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments. however, there can be no assurance that the investment objective of the Scheme will be realized.

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Fund manager

Dwijendra Srivastava

Exit load

0.25 %

(If redeemed within 15 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Future on Axis Bank Ltd

6.62%

Axis Bank Ltd

6.61%

Future on Reliance Industries Ltd

6.30%

Reliance Industries Ltd

6.27%

Sector Allocation

About the Scheme Type

Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of Sundaram Asset Management Company Ltd

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