Sundaram Arbitrage Fund Direct Growth

Scheme code: INF173K01NF7 NAV value: ₹ 15.9585 NAV date: 19 March, 2026 TER: 0.29%

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Arbitrage Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-1.07	8.07	4.80	4.63	6.94
3 year	1.62	7.54	3.40	4.19	6.32
5 year	2.66	6.09	4.15	3.99	5.97
7 year	3.72	5.26	4.07	4.19	6.23

Index

Metrics

NIFTY 50 ARBITRAGE

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	6.67	8.69	7.55	4.63
3 year	3.67	7.96	6.22	4.19
5 year	4.15	6.54	5	3.99
7 year	4.65	5.88	5.24	4.19
10 year	5.57	5.66	5.61

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,27,569 - Absolute Returns: ₹27,569 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,01,580 - Absolute Returns: ₹2,01,580 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹66,97,968 - Absolute Returns: ₹6,97,968 - CAGR: %

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹99,89,655 - Absolute Returns: ₹15,89,655 - CAGR: %

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,57,18,704 - Absolute Returns: ₹37,18,704 - CAGR: %

Max Drawdown

-5.28 %

Drawdown Duration

1 months

Recovery Time

15 months

Avg Drawdown

-0.36 %

1 Y

0.8771

3 Y

0.7937

5 Y

0.7559

7 Y

0.7937

vs NIFTY 50 ARBITRAGE

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.11	0.63	77.5	42.0	7.11 %	7.64 %
3 years	0.35	0.51	72.0	24.8	7.52 %	7.82 %
5 years	-0.40	0.55	70.4	32.6	6.09 %	6.49 %
7 years	-0.84	0.59	68.1	43.0	5.26 %	5.82 %
10 years	-1.26	0.52	67.2	47.0	4.76 %	5.56 %
12 years	-1.58	0.52	67.2	47.0	3.95 %	4.61 %
15 years	-1.90	0.52	67.2	47.0	3.15 %	3.68 %