Sundaram Arbitrage Fund (Formerly Know As Principal Arbitrage Fund)

ArbitrageHybrid Rank 27 of 31

NAV · Regular-Growth

—+0.03+0.22%

As of — · AMFI

NAV growth+6.0%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 9 of 10 years

Trails its Arbitrage category on 1Y, 3Y & 5Y.

1Y return

+6.0%

-0.3 vs cat

3Y CAGR

+6.5%

-0.5 vs cat

5Y CAGR

+5.6%

-0.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.4%

3Y std dev

Go deeper on Sundaram Arbitrage Fund (Formerly Know As Principal Arbitrage Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Arbitrage Fund (Formerly Know As Principal Arbitrage Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Arbitrage Fund (Formerly Know As Principal Arbitrage Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Arbitrage Fund (Formerly Know as Principal Arbitrage Fund) is a Arbitrage scheme from Sundaram. Long-run track record: about 5.6% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF173K01NB6

NAV (Direct-Growth)

₹15.4100

Last 1Y

+6.01%

Aug 25Min ₹14.54 · Max ₹15.45 · 247 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.14%	+0.03%	5/ 49
1M	+0.42%	+0.44%	35/ 49
3M	+1.45%	+1.40%	35/ 49
6M	+2.91%	+2.91%	33/ 45
YTD	+3.81%	+3.86%	36/ 45
1Y	+6.01%	+6.28%	33/ 39
2Y	+6.21%	+6.64%	28/ 33
3Y	+6.54%	+7.07%	27/ 31
5Y	+5.61%	+6.34%	27/ 30
7Y	+4.73%	+5.80%	24/ 26
10Y	+4.18%	+5.83%	18/ 19

Available plans & options

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