Sundaram Arbitrage Fund
Direct · Growth ₹16.06
23 Apr 2026
NAV
4.2%
3Y CAGR
4.0%
5Y CAGR
4.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-2.19
Sharpe
-5.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.30 L | 4.7% | -5.8% | 8.2% |
| 3 Years | ₹36.00 L | ₹37.67 L | 4.4% | 2.1% | 7.7% |
| 5 Years | ₹60.00 L | ₹67.03 L | 4.6% | 2.5% | 7.0% |
| 10 Years | ₹1.20 Cr | ₹1.57 Cr | 5.4% | 5.3% | 5.4% |
Fund SIP vs NIFTY 50 ARBITRAGE
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 4.7% | 7.2% | -2.5% |
| 3 Years | 4.4% | 7.7% | -3.2% |
| 5 Years | 4.6% | 6.4% | -1.9% |
| 10 Years | 5.4% | 5.6% | -0.2% |