Sundaram Arbitrage Fund
Direct · Growth ₹16.60
30 Oct 2026
NAV
4.5%
3Y CAGR
4.3%
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.
-117.63
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 | ₹37.91 L | 4.6% | 2.1% | 7.7% |
| 5 Years | ₹60.00 L | ₹67.56 L | 4.8% | 2.5% | 7.2% |
| 7 Years | ₹84.00 L | ₹1.01 Cr | 5.2% | 3.4% | 6.5% |
| 10 Years | ₹1.20 Cr | ₹1.58 Cr | 5.5% | 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% | -1.6% |
| 3 Years | 4.6% | 6.3% | 6.7% | -1.6% |
| 5 Years | 4.8% | 6.0% | 6.2% | -1.2% |
| 7 Years | 5.2% | 5.7% | 6.1% | -0.5% |
| 10 Years | 5.5% | 5.5% | 6.2% | -0.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.8% | 5.6% | -1.1% | 8.1% | -0.68 | -0.57 | 92% | — | — |
| 3 Years | 4.5% | 3.6% | 1.6% | 7.6% | -1.08 | -0.74 | 100% | — | — |
| 5 Years | 4.3% | 4.3% | 2.7% | 6.5% | -1.78 | -0.87 | 100% | — | — |
| 10 Years | 4.8% | 4.8% | 4.8% | 4.9% | -117.63 | -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
0.84
3Y
0.81
5Y
0.83
7Y
0.91
10Y
Compared against NIFTY 50 ARBITRAGE
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.34 | 0.81 | 81.8% | 67.1% | 6.7% | 7.1% |
| 3 Years | +0.09 | 0.66 | 76.5% | 46.4% | 7.2% | 7.3% |
| 5 Years | -0.19 | 0.64 | 73.9% | 41.7% | 6.5% | 6.7% |
| 7 Years | -0.61 | 0.63 | 70.5% | 45.1% | 5.4% | 5.7% |
| 10 Years | -1.21 | 0.55 | 68.2% | 49.8% | 4.8% | 5.6% |
| 12 Years | -1.36 | 0.55 | 68.8% | 49.8% | 4.3% | 5.0% |
| 15 Years | -1.67 | 0.55 | 68.8% | 49.8% | 3.4% | 3.9% |
47
Total Holdings
48.0%
Top 10 Weight
31
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.96% |
| 2 | Reliance Industries Ltd | 7.56% |
| 3 | Ashok Leyland Ltd | 6.28% |
| 4 | Bajaj Finance Ltd | 6.16% |
| 5 | ICICI Bank Ltd | 5.27% |
| 6 | Bharti Airtel Ltd | 4.42% |
| 7 | Axis Bank Ltd | 2.87% |
| 8 | NMDC Ltd | 2.80% |
| 9 | Larsen & Toubro Ltd | 2.46% |
| 10 | UPL Ltd | 2.20% |