tortoise-icon tortoise-icon

Sundaram Arbitrage Fund Regular Growth

  • Hybrid
  • Arbitrage Funds
  • Low to Moderate
  • Current NAV

    ₹13.34 0.0171%

    12-04-2024
  • Annual Returns

    7.24%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now
  • Equity -0.59999999999999%
  • Debt 25.84%
  • Others 74.72%

Market Cap

Allocation
Large Cap 52.8
Mid Cap 13.95
Small Cap 4.71
Others -72.06

Sector Allocation

Technology

Capital Goods

Healthcare

Consumer Staples

Construction

Communication

Energy

Materials

Others

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
Ambuja Cements Ltd. Large Cap Materials (26.26) 9.26% 0 0%
Indus Towers Ltd. Mid Cap Communication (50.34) 8.84% 15.93 136.47%
ICICI Bank Ltd. Large Cap Financial (25.23) 8.67% 18.25 23.94%
Reliance Industries Ltd. Large Cap Energy (40.17) 8.52% 28.41 25.19%
DLF Ltd. Large Cap Construction (121.41) 8.2% 94.58 123.29%
HDFC Bank Ltd. Large Cap Financial (25.23) 8.19% 19.51 -10.01%
Manappuram Finance Ltd. Small Cap Financial (33.21) 4.71% 8.13 54.45%
ACC Ltd. Mid Cap Materials (58.06) 3.35% 28.52 40.57%
Dabur India Ltd. Large Cap Consumer Staples (59.8) 3.07% 49.7 -3.23%
Bajaj Finance Ltd. Large Cap Financial (33.21) 3.01% 32.37 23.17%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 1.65% 26.45 -0.13%
Aurobindo Pharma Ltd. Mid Cap Healthcare (55.62) 1.44% 23.09 94.59%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 0.84% 0 0%
Siemens Ltd. Large Cap Capital Goods (101.16) 0.6% 99.1 67.18%
ITC Ltd. Large Cap Consumer Staples (28.88) 0.41% 26.23 9.5%
Tata Consultancy Services Ltd. Large Cap Technology (35.62) 0.38% 32.25 23.35%
Aditya Birla Capital Ltd. Mid Cap Financial (33.21) 0.32% 19.55 29.86%
Others Others -0.14% 0%
Aditya Birla Capital Ltd.% 03/2024 Financial -0.32% 0%
Tata Consultancy Services Ltd.% 03/2024 Technology -0.38% 0%
ITC Ltd.% 03/2024 Consumer Staples -0.42% 0%
Siemens Ltd.% 03/2024 Capital Goods -0.6% 0%
Hindustan Unilever Ltd.% 03/2024 Consumer Staples -0.85% 0%
Aurobindo Pharma Ltd.% 03/2024 Healthcare -1.45% 0%
Kotak Mahindra Bank Ltd.% 03/2024 Financial -1.66% 0%
Bajaj Finance Ltd.% 03/2024 Financial -3.03% 0%
Dabur India Ltd.% 03/2024 Consumer Staples -3.08% 0%
ACC Ltd.% 03/2024 Materials -3.38% 0%
Manappuram Finance Ltd.% 03/2024 Financial -4.73% 0%
DLF Ltd.% 03/2024 Construction -8.24% 0%
HDFC Bank Ltd.% 03/2024 Financial -8.25% 0%
Reliance Industries Ltd.% 03/2024 Energy -8.59% 0%
ICICI Bank Ltd.% 03/2024 Financial -8.74% 0%
Indus Towers Ltd.% 03/2024 Communication -8.89% 0%
Ambuja Cements Ltd.% 03/2024 Materials -9.31% 0%

Market Cap

Allocation
Others 25.84

Sector Allocation

Financial

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reserve Bank of India% 364-D 14/03/2024 Financial 10.58% 0%
Reserve Bank of India% 364-D 19/09/2024 Financial 5.1% 0%
Reserve Bank of India% 364-D 10/10/2024 Financial 5.08% 0%
Reserve Bank of India% 364-D 17/10/2024 Financial 5.08% 0%

Market Cap

Allocation
Others 74.72

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 71.9% 0%
Others Others 7.66% 0%
Others Others -4.84% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Sundaram Arbitrage Fund Regular Growth?

The top holdings of this fund are Ambuja Cements Ltd., Indus Towers Ltd., ICICI Bank Ltd., Reliance Industries Ltd., DLF Ltd.

Top 5 Sector for Sundaram Arbitrage Fund Regular Growth?

The major sectors of this fund are Technology, Capital Goods, Healthcare, Consumer Staples, Construction.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully