HybridArbitrage FundDirect · Growth
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Sundaram · Scheme 149550
₹16.40▲ 0.22%NAV · 2026-09-18
Decent FundScore
AUM
₹553 cr
Expense ratio
1.04%
3Y CAGR
7.3%
Risk level
Low
Min SIP
₹100
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Rajat JainExit load: For units in excess of 25% of the investment,1% will be charged for redemption within 15 days
Decent · 64/100
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 1%.
- ✓Low volatility (1% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 100% of windows
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.13) — took on risk without enough payoff.
- •3Y CAGR: +7.3%
- •1Y return: +6.8%
FundScore breakdown
64/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Strong
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.