Sundaram Arbitrage Fund (G) Mutual fund

Sundaram Arbitrage Fund (G)

Q: How to Invest in Sundaram Arbitrage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Sundaram Arbitrage Fund good?

The Sundaram Arbitrage Fund has an AUM of ₹221.65 Cr as on 12/2/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 5.99%. The risk is Moderately Low against the category average of 19.06.

Q: Is Sundaram Arbitrage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Sundaram Arbitrage Fund?

There is no lock-in period applicable on Sundaram Arbitrage Fund.

Q: What is the expense ratio of Sundaram Arbitrage Fund?

The expense ratio of Sundaram Arbitrage Fund is 1%.

Hybrid

●

Arbitrage

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Fund Details

Current NAV

₹13.93

Expense Ratio

Min SIP

₹100

Fund Size

₹222Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: If up to 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 15 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 15 days from the date of allotment - Nil.

Fund Performance

Alpha

-1.12%

Beta

0.18

Sharpe Ratio

-1.6367

Risk

0.74%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Sundaram Arbitrage Fund (G) FAQs

Q1. How to Invest in Sundaram Arbitrage Fund through Rupeezy?

Q2. Is Sundaram Arbitrage Fund good?

Q3. Is Sundaram Arbitrage Fund tax free?

Q4. What is the lock-in period of Sundaram Arbitrage Fund?

Q5. What is the expense ratio of Sundaram Arbitrage Fund?

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