Sundaram Arbitrage Fund Regular Dividend Reinvestment

Sundaram Arbitrage Fund Regular Dividend Reinvestment is a scheme launched by Sundaram Mutual Fund on April 21, 2016, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 316.44 crore. The fund permits investments with a minimum SIP of Rs 200000 and a lump sum of Rs 100. It charges an expense ratio of 0.27% for managing the portfolio.

• 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 7.24% (1 year), 7.39% (3 year) and 5.68% (5 year). The average annual return of this fund stands at 22.2%.