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▲ 0.22%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
5.1%
Risk level
Low to Moderate
Min SIP
—
Benchmark
Nifty 50 Arbitrage Index
Decent · 59/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 6%.
- ✓Low volatility (3% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 90% of windows
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe -0.40) — took on risk without enough payoff.
- •3Y CAGR: +5.1%
- •3Y CAGR vs category: -2.2% vs category avg
FundScore breakdown
59/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.