Sundaram Arbitrage Fund (Formerly Known As Prinicpal Arbitrage Fund)

ArbitrageHybrid Rank 16 of 32

NAV · Direct-Growth

₹16.53+0.03+0.16%

As of 5 Oct 2026 · AMFI

NAV growth+6.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 9 of 10 years

Beats its Arbitrage category on 1Y & 3Y but trails on 5Y.

1Y return

+6.9%

+0.5 vs cat

3Y CAGR

+7.2%

+0.2 vs cat

5Y CAGR

+6.4%

-0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.5%

3Y std dev

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

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

Sundaram Arbitrage Fund (Formerly Known As Prinicpal 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 Prinicpal 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 Prinicpal Arbitrage Fund) is a Arbitrage scheme from Sundaram. Long-run track record: about 6.4% CAGR over 5 years.

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

NAV history

Showing Direct · Growth · INF173K01NF7

NAV (Direct-Growth)

₹16.5328

Last 1Y

+6.88%

Oct 25Min ₹15.47 · Max ₹16.53 · 246 ptsOct 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.16%	+0.17%	26/ 50
1M	+0.77%	+0.72%	8/ 50
3M	+1.56%	+1.53%	20/ 49
6M	+3.35%	+2.99%	5/ 47
YTD	+5.14%	+4.74%	7/ 45
1Y	+6.90%	+6.43%	6/ 40
2Y	+7.02%	+6.64%	6/ 35
3Y	+7.24%	+7.01%	16/ 32
5Y	+6.44%	+6.45%	20/ 30
7Y	+5.41%	+5.81%	22/ 27
10Y	+4.82%	+5.83%	17/ 19

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