Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Cost-efficient: expense ratio of 1.69% is lower than category median (2.12%).
- Over 11 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.78% | +0.72% | +0.06% |
| 3 Months | +1.59% | +1.49% | +0.10% |
| 6 Months | +3.09% | +3.04% | +0.05% |
| 1 Year | +6.26% | +6.13% | +0.13% |
| 3 Years CAGR | +6.47% | +6.54% | -0.07% |
| Since Inception | +5.98% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +5.32% | +5.16% | +0.16% |
| 2025 | +6.19% | +6.23% | -0.04% |
| 2024 | +7.13% | +7.46% | -0.33% |
| 2023 | +6.76% | +7.05% | -0.29% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | +3.69% | +6.34% | +6.43% | +7.44% | 100.0% | - |
| 3-Year Rolling | +5.86% | +6.52% | +6.60% | +6.81% | 100.0% | - |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equities and equity Linked instruments 65% 100%; Derivatives including Index Futures, Stock Futures, Index Optionsand Stock Options, etc. 65% 100%; Debt securities, Money Market Instruments & Cash and Cash equivalents 0% 35%; | Per Scheme Mandate |
Investment Objective & Strategy
To provide long-term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 576 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Arbitrage schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Arbitrage Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| DSP Arbitrage Fund | 5.1 | +6.52% | 1.80% | - | Rs 6,701 cr | Compare → |
| BANDHAN Arbitrage Fund | 3.5 | +6.53% | 2.31% | - | Rs 7,699 cr | Compare → |
| HSBC Arbitrage Fund | 5.6 | +6.53% | 2.03% | - | Rs 3,803 cr | Compare → |
| LIC MF Arbitrage Fund | 4.5 | +6.41% | 1.62% | - | Rs 300 cr | Compare → |
| ITI Arbitrage Fund | 4.8 | +6.54% | 1.77% | - | Rs 63.1 cr | Compare → |
Frequently Asked Questions about Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund
What is the expense ratio of Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund has a total expense ratio (TER) of 1.69% with a base expense ratio of 0.82%, compared to the Arbitrage category median of 2.12%.
Who manages Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund is managed by Rohit Seksaria.
What are the historical returns of Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund delivered a 3-year CAGR of 6.47%. Its 1-year return stands at +6.26%.
How large is Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund manages assets of Rs 576 cr, placing it in the 'comfortable' size band relative to Arbitrage peers.
How is Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund scored on MFIQ?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund holds an MFIQ Score of 5.1/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund?
Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 1.22% with a maximum historical drawdown of -0.54%.