Sundaram Arbitrage Fund (Formerly Known As Prinicpal Arbitrage Fund)

ArbitrageHybrid Rank 14 of 31

NAV · Direct-Growth

₹16.40+0.04+0.22%

As of 18 Aug 2026 · AMFI

NAV growth+6.8%

Aug ’25Aug ’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

+6.8%

+0.5 vs cat

3Y CAGR

+7.3%

+0.2 vs cat

5Y CAGR

+6.3%

-0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.4%

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 6.3% 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)

₹16.3993

Last 1Y

+6.82%

Aug 25Min ₹15.35 · Max ₹16.44 · 247 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.15%	+0.03%	4/ 49
1M	+0.48%	+0.44%	13/ 49
3M	+1.67%	+1.40%	7/ 49
6M	+3.28%	+2.91%	5/ 45
YTD	+4.29%	+3.86%	5/ 45
1Y	+6.82%	+6.28%	5/ 39
2Y	+7.07%	+6.64%	4/ 33
3Y	+7.32%	+7.07%	14/ 31
5Y	+6.32%	+6.34%	20/ 30
7Y	+5.36%	+5.80%	21/ 26
10Y	+4.81%	+5.83%	17/ 19

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray