Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Arbitrage · Scheme code 149551
Fund houseSundaram Mutual Fund
CategoryArbitrage
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History4.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.51 | 1.27 | -3.44 | -0.41 | 4.30 | — | — | — | 4.54 |
| Arbitrage category median |
— | — | — | 6.06 | 6.59 | 5.97 | — | 5.74 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.0% | -0.74 | -0.78 | — | — | -6.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 182 | -0.6% | 6.5% | 7.4% | 7% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.