Sundaram Arbitrage IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.7%
Sharpe Ratio0.64
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities70.41%
Sundaram Money Market Dir GrUtilities9.58%
HDFC Bank LtdFinancial Services7.96%
Reliance Industries LtdEnergy & Infra7.56%
Ashok Leyland LtdCapital Goods6.28%
Bajaj Finance LtdFinancial Services6.16%
Sundaram Liquid Dir GrUtilities5.61%
Day TbillUtilities5.44%
ICICI Bank LtdFinancial Services5.27%
TrepsUtilities5.07%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.85%
Regulatory & Tax Information
INF173K01MY0
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)