HybridArbitrage FundDirect · Growth
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
Sundaram · Scheme 149549
₹13.33▼ 0.25%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
5.3%
Risk level
Low to Moderate
Min SIP
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Benchmark
Nifty 50 Arbitrage Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.72% |
| 3 Months | -4.16% |
| 6 Months | -2.62% |
| 1 Year | +0.57% |
| 3 Years (CAGR) | +5.27% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +5.31% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns9
Consistency100
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 89% of windows
- ✓ Volatility: 3% annualised
- ✓ Max drawdown: -6%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +5.3%
- • 3Y CAGR vs category: -2.2% vs category avg
- • Sharpe ratio: -0.39
- • Sortino ratio: -0.23
Risk metrics
Sharpe ratio
0.39
Sortino ratio
0.23
Volatility
2.99%
Max drawdown
-6.00%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.