Sundaram Arbitrage Fund Direct Growth

Scheme code: INF173K01NF7 NAV value: ₹ 15.0875 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Arbitrage Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	6.82	8.61	7.71	7.96
3 year	6.38	6.99	6.73	5.51

Index

Metrics

NIFTY 50 ARBITRAGE

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	6.32	8.97	7.6	7.71
3 year	3.3	7.23	5.12	6.73
5 year	4.15	5.63	4.81
7 year	4.55	7.13	5.67
10 year	-2.59	6.69	5.82
12 year	-1.64	6.21	5.88
15 year	-0.01	6.28	4.18

- Average return: 7.71% - Median return: 7.7% - Average standard deviation: 0.45

- Average return: 6.73% - Median return: 6.74% - Average standard deviation: 0.11

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,41,482	41,482	3.46
3 year	36,00,000	40,03,469	4,03,469	3.61

Index

Metrics

NIFTY 50 ARBITRAGE

Duration	Average return (%)	Fund's return (%)
1 year	3.39	3.46
3 year	2.83	3.61

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,482 - Absolute Returns: ₹41,482 - CAGR: 3.46%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,03,469 - Absolute Returns: ₹4,03,469 - CAGR: 3.61%