Sundaram Arbitrage Fund Regular Dividend Reinvestment

Sundaram Arbitrage Fund Regular Dividend Reinvestment is a fund scheme from Sundaram mutual fund. It falls under a Arbitrage Funds category. After being launched on 2016-04-21. Sundaram Arbitrage Fund Regular Dividend Reinvestment has achieved Rs 215.76 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 200000 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 0.27%.

• Investing Strategy:

  "To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments."

• Performance:

  Sundaram Arbitrage Fund Regular Dividend Reinvestment trailing returns over different times are 7.63% (1 year), 7.06% (3 year), 5.23% (5 year). The average annual return of this fund stands at 7.63%

• Fund Manager & Portfolio Allocation:

  Dwijendra Srivastava, Rohit Seksaria, Ashish Aggarwal are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Energy, Consumer Cyclical, Basic Materials, Communication Services, , Sectors. First five holdings of this fund are Reliance Industries Ltd, ITC Ltd, Indus Towers Ltd Ordinary Shares, ICICI Bank Ltd, Tata Motors Ltd, 7.38% Govt Stock 2027, 364 DTB 13022025, 364 DTB 18042025, India (Republic of), 364 DTB, Cash Offset For Derivatives, Treps, Sundaram Money Market Dir Gr, Margin Money For Derivatives, Sundaram Liquid Dir Gr Companies.