Sundaram Arbitrage Fund (Formerly Known As Principal Arbitrage Fund)

ArbitrageHybrid Rank 31 of 31

NAV · Direct-Growth

₹13.33+0.03+0.22%

As of 18 Aug 2026 · AMFI

NAV growth+0.4%

Aug ’25Aug ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Steady

positive in 7 of 10 years

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

1Y return

+0.4%

-5.8 vs cat

3Y CAGR

+5.1%

-1.9 vs cat

5Y CAGR

+5.0%

-1.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

3.4%

3Y std dev

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

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

Sundaram Arbitrage Fund (Formerly Known 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 Known 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 Known as Principal Arbitrage Fund) is a Arbitrage scheme from Sundaram. Long-run track record: about 5.0% CAGR over 5 years.

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

NAV history

Showing Direct · Growth · INF173K01NC4

NAV (Direct-Growth)

₹13.3327

Last 1Y

+0.44%

Aug 25Min ₹13.18 · Max ₹14.02 · 247 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.15%	+0.03%	3/ 49
1M	+0.48%	+0.44%	12/ 49
3M	-4.42%	+1.40%	49/ 49
6M	-2.89%	+2.91%	45/ 45
YTD	-1.94%	+3.86%	45/ 45
1Y	+0.44%	+6.28%	39/ 39
2Y	+3.82%	+6.64%	33/ 33
3Y	+5.14%	+7.07%	31/ 31
5Y	+5.01%	+6.34%	30/ 30
7Y	+3.86%	+5.80%	26/ 26
10Y	+2.66%	+5.83%	19/ 19

Available plans & options

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