Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Rohit Seksaria
30slipping
Latest NAV
₹13.3327
as of 18 Aug 2026
AUM
—
Expense ratio
0.20%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
30/100slipping
Rank #128 of 187 · top 70%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.48%
3M
-4.42%
6M
-2.84%
1Y
0.44%
3Y CAGR
5.13%
5Y CAGR
—
Since incep.
5.27%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Rohit Seksaria
- Riskometer
- Low Risk
- Type
- Open Ended
- Portfolio turnover
- 924%
- Volatility (3Y)
- 1.8%
- Rating (external)
- —
Investment objective
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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