Sundaram Arbitrage Fund
Direct · Growth ₹16.21
18 Jun 2026
NAV
4.3%
3Y CAGR
4.1%
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.
-181.80
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 | ₹37.69 L | 4.5% | 2.1% | 7.7% |
| 5 Years | ₹60.00 L | ₹67.26 L | 4.6% | 2.5% | 7.0% |
| 7 Years | ₹84.00 L | ₹1.00 Cr | 5.0% | 3.4% | 6.3% |
| 10 Years | ₹1.20 Cr | ₹1.58 Cr | 5.4% | 5.3% | 5.5% |
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 | 4.7% | 15.4% | 6.5% | -10.7% |
| 3 Years | 4.5% | 9.4% | 6.3% | -4.9% |
| 5 Years | 4.6% | 6.1% | 6.2% | -1.4% |
| 7 Years | 5.0% | 2.9% | 6.1% | +2.1% |
| 10 Years | 5.4% | -0.9% | 6.2% | +6.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.7% | 5.4% | -1.1% | 8.1% | -0.70 | -0.59 | 92% | — | — |
| 3 Years | 4.3% | 3.5% | 1.6% | 7.5% | -1.20 | -0.78 | 100% | — | — |
| 5 Years | 4.1% | 4.2% | 2.7% | 6.2% | -2.05 | -0.90 | 100% | — | — |
| 10 Years | 4.8% | 4.8% | 4.8% | 4.8% | -181.80 | -1.00 | 100% | — | — |
-5.3%
Max Drawdown
1 mo
Drawdown Duration
15 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
0.89
1Y
0.81
3Y
0.78
5Y
0.81
7Y
0.91
10Y
Compared against NIFTY 50 ARBITRAGE
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.14 | 0.64 | 79.6% | 48.2% | 6.6% | 6.9% |
| 3 Years | +0.33 | 0.53 | 73.5% | 31.4% | 7.4% | 7.6% |
| 5 Years | -0.25 | 0.56 | 72.0% | 35.1% | 6.2% | 6.4% |
| 7 Years | -0.74 | 0.59 | 68.9% | 42.7% | 5.3% | 5.7% |
| 10 Years | -1.21 | 0.52 | 67.7% | 47.5% | 4.8% | 5.6% |
| 12 Years | -1.48 | 0.52 | 67.8% | 47.4% | 4.1% | 4.7% |
| 15 Years | -1.82 | 0.52 | 67.8% | 47.4% | 3.3% | 3.8% |
33
Total Holdings
47.9%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bajaj Finance Ltd | 6.17% |
| 2 | Ashok Leyland Ltd | 5.96% |
| 3 | HDFC Bank Ltd | 5.91% |
| 4 | Larsen & Toubro Ltd | 5.35% |
| 5 | Reliance Industries Ltd | 5.26% |
| 6 | State Bank of India | 4.96% |
| 7 | Bharti Airtel Ltd | 4.31% |
| 8 | ICICI Bank Ltd | 3.61% |
| 9 | Patanjali Foods Ltd | 3.36% |
| 10 | Axis Bank Ltd | 2.97% |