The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Returns Calculator for
Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal
PORTFOLIO
ANALYSIS of Sundaram Arbitrage Fund (Formerly Known as Principal Arbitrage Fund)- Regular Plan - Monthly Income Distribution CUM Capital Withdrawal