Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Profits from small price differences between cash and futures markets. Low risk, modest but tax-efficient returns. From Sundaram Mutual Fund. It's been running since 5 Feb 2020.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 87 other funds in Hybrid Scheme - Arbitrage Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 2 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) against other arbitrage funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Arbitrage Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 147925
- First price on record
- 5 Feb 2020 · 471 daily prices
About Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is a Hybrid Scheme - Arbitrage Fund offered by Sundaram Mutual Fund under the Direct plan with the IDCW option. It has approximately 7 years of NAV track record. The fund falls in the arbitrage category — Profits from small price differences between cash and futures markets. Low risk, modest but tax-efficient returns.
The current NAV of Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is ₹10.8035 (as of 31 Dec 2021). Historically, it has delivered 3.92% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 1.4% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 0.8%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
The latest NAV of Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is ₹10.8035 as of 31 Dec 2021, down 0.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) has delivered 1-year return 3.92%, since-inception CAGR 4.10%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) belong to?+
Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is categorised as Hybrid Scheme - Arbitrage Fund. Profits from small price differences between cash and futures markets. Low risk, modest but tax-efficient returns.
How risky is Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Based on its 3-year annualised volatility of 1.4%, Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) a direct plan?+
Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Arbitrage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) has NAV history available from 5 Feb 2020 — approximately 7 years of track record and 471 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.