Sundaram Arbitrage Fund
Direct · Growth ₹16.40
18 Aug 2026
NAV
4.4%
3Y CAGR
4.2%
5Y CAGR
4.8%
10Y CAGR
4.5%
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.
-141.35
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.
0.30%
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 | ₹12.31 L | 4.8% | -5.8% | 8.2% |
| 3 Years | ₹36.00 L | ₹37.72 L | 4.6% | 2.1% | 7.7% |
| 5 Years | ₹60.00 L | ₹67.37 L | 4.7% | 2.5% | 7.2% |
| 7 Years | ₹84.00 L | ₹1.01 Cr | 5.1% | 3.4% | 6.5% |
| 10 Years | ₹1.20 Cr | ₹1.58 Cr | 5.4% | 5.3% | 5.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 ARBITRAGE | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 4.8% | 6.4% | 6.5% | -1.7% |
| 3 Years | 4.6% | 6.3% | 6.3% | -1.7% |
| 5 Years | 4.7% | 6.0% | 6.2% | -1.3% |
| 7 Years | 5.1% | 5.6% | 6.1% | -0.5% |
| 10 Years | 5.4% | 5.5% | 6.2% | -0.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.7% | 5.5% | -1.1% | 8.1% | -0.69 | -0.58 | 92% | — | — |
| 3 Years | 4.4% | 3.5% | 1.6% | 7.6% | -1.14 | -0.76 | 100% | — | — |
| 5 Years | 4.2% | 4.2% | 2.7% | 6.4% | -1.92 | -0.89 | 100% | — | — |
| 10 Years | 4.8% | 4.8% | 4.8% | 4.9% | -141.35 | -1.00 | 100% | — | — |
-5.3%
Max Drawdown
1 mo
Drawdown Duration
15 mo
Recovery Time
-0.3%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
0.83
3Y
0.79
5Y
0.82
7Y
0.91
10Y
Compared against NIFTY 50 ARBITRAGE
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.19 | 0.70 | 79.0% | 54.0% | 6.8% | 7.2% |
| 3 Years | +0.27 | 0.58 | 75.6% | 38.1% | 7.3% | 7.5% |
| 5 Years | -0.21 | 0.59 | 72.9% | 37.1% | 6.3% | 6.5% |
| 7 Years | -0.66 | 0.60 | 69.6% | 43.0% | 5.3% | 5.7% |
| 10 Years | -1.21 | 0.53 | 67.8% | 48.3% | 4.8% | 5.6% |
| 12 Years | -1.42 | 0.53 | 68.3% | 48.1% | 4.2% | 4.8% |
| 15 Years | -1.75 | 0.53 | 68.3% | 48.1% | 3.3% | 3.9% |
40
Total Holdings
50.4%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Ltd | 8.28% |
| 2 | HDFC Bank Ltd | 7.90% |
| 3 | Ashok Leyland Ltd | 6.64% |
| 4 | Bajaj Finance Ltd | 6.60% |
| 5 | ICICI Bank Ltd | 5.64% |
| 6 | Bharti Airtel Ltd | 4.43% |
| 7 | NMDC Ltd | 3.14% |
| 8 | Axis Bank Ltd | 2.96% |
| 9 | Larsen & Toubro Ltd | 2.57% |
| 10 | UPL Ltd | 2.23% |