HybridArbitrage FundDirect · Growth
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Sundaram · Scheme 149550
₹16.40▼ 0.25%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
7.5%
Risk level
Low
Min SIP
—
Benchmark
Nifty 50 Arbitrage Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.72% |
| 3 Months | +1.93% |
| 6 Months | +3.56% |
| 1 Year | +6.96% |
| 3 Years (CAGR) | +7.45% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +6.74% |
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 →
Returns33
Consistency100
Risk-adjusted26
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 96% of windows
- ✓ Volatility: 1% annualised
- ✓ Max drawdown: -0%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +7.5%
- • 1Y return: +7.0%
- • Sharpe ratio: 0.19
- • Sortino ratio: 0.34
Risk metrics
Sharpe ratio
0.19
Sortino ratio
0.34
Volatility
0.97%
Max drawdown
-0.25%
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.