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Sundaram Arbitrage Fund - Direct Plan - IDCW - Monthly

  • Regular
  • Direct
Category : Arbitrage Fund
Fund House : PRINCIPAL Mutual Fund

Returns (NAV as on 25th August, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 18-Aug-25 10016.50 0.17% - 0.16% 12/33
1 Month 25-Jul-25 10043.40 0.43% - 0.44% 25/33
3 Month 23-May-25 10160.80 1.61% - 1.65% 24/33
6 Month 25-Feb-25 10358.40 3.58% - 3.45% 9/32
YTD 01-Jan-25 10472.20 4.72% - 4.60% 6/32
1 Year 23-Aug-24 10732.00 7.32% 7.28% 7.15% 12/28
2 Year 25-Aug-23 11565.10 15.65% 7.53% 7.63% 20/26
3 Year 25-Aug-22 12376.90 23.77% 7.36% 7.49% 19/26
5 Year 25-Aug-20 13119.50 31.20% 5.58% 6.10% 22/25
Since Inception 24-Jan-17 13118.20 31.18% 3.21% 6.23% 30/32

SIP Returns (NAV as on 25th August, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 23-Aug-24 12000 12462.12 3.85 % 7.2 %
2 Year 25-Aug-23 24000 25889.08 7.87 % 7.46 %
3 Year 25-Aug-22 36000 40329.77 12.03 % 7.51 %
5 Year 25-Aug-20 60000 70975.83 18.29 % 6.65 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.07% 0.56% 1.53% 3.40% 5.64% 7.25% 7.42% 7.37% 5.67%
Nifty 50 -0.32% 0.13% 0.25% 10.15% 6.35% 0.07% 12.80% 13.51% 15.99%
Benchmark: Nifty 50 Arbitrage Index 0.06% 0.68% 1.84% 3.54% 5.96% 7.94% 7.46% 7.57% 6.07%
Category Average 0.08% 0.58% 1.54% 3.23% 5.44% 7.10% 7.49% 7.51% 6.15%
Category Rank 26/34 27/34 23/33 5/33 6/32 10/29 20/27 19/26 22/25
Best in Category 0.17% 0.72% 1.80% 3.66% 5.90% 7.46% 7.79% 7.86% 6.57%
Worst in Category 0.06% 0.48% 1.16% 2.55% 4.18% 6.25% 6.51% 6.50% 5.27%

Best Quarters

Period This Fund Nifty 50 Nifty 50 Arbitrage Index Category Average
Q2 - 2023 1.90% 10.29% -- 1.25%
Q1 - 2025 1.10% -2.43% -- 1.26%
Q1 - 2023 1.09% -4.60% -- 1.18%

Worst Quarters

Period This Fund Nifty 50 Nifty 50 Arbitrage Index Category Average
Q3 - 2022 0.35% 8.52% -- 0.76%
Q4 - 2021 0.25% -1.02% -- 0.58%
Q4 - 2024 0.34% -8.34% -- 1.24%

Forum

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