COMPARE
Samco Arbitrage Fund - Direct Plan - Growth vs Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Samco Arbitrage Fund and Sundaram Arbitrage Fund are both in the Arbitrage Fund category, from Samco Asset Management Private Limited and Sundaram Asset Management Company Ltd respectively. Sundaram Arbitrage Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Sundaram Arbitrage Fund has the lower direct-plan expense ratio, by 0.08 percentage points.
| Samco Arbitrage Fund - Direct Plan - Growth | Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth | |
|---|---|---|
| Category | Arbitrage Fund | Arbitrage Fund |
| AMC | Samco Asset Management Private Limited | Sundaram Asset Management Company Ltd |
| Benchmark | Nifty 50 Arbitrage | Nifty 50 Arbitrage |
| NAV | ₹11.03 (2026-10-28) | ₹16.5861 (2026-10-28) |
| AUM | ₹32.31 Cr | ₹571.26 Cr |
| Expense Ratio (Direct) | 1.07% | 0.99% |
| Inception | 2024-11-11 | 2016-03-28 |
Returns
Risk Metrics
Arbitrage funds target a small, steady spread rather than market returns, so beta and alpha against an equity index describe nothing useful.
Portfolio Analytics
Sundaram Arbitrage Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Samco Arbitrage Fund - Direct Plan - Growth | Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth | |
|---|---|---|
| P/E Ratio | 19.0811 | 21.4743 |
| P/B Ratio | - | - |
| Dividend Yield | 0.9469% | 1.2745% |
| Active Share | - | - |
| Portfolio Turnover | 898% | 924% |
| YTM | - | 5.8714% |
| Duration (Macaulay) | - | 0.47 yrs |
Punji Fund Health Score
Samco Arbitrage Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Samco Arbitrage Fund or Sundaram Arbitrage Fund?
Sundaram Arbitrage Fund's direct-plan expense ratio is 0.08 percentage points lower than Samco Arbitrage Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Why don't Samco Arbitrage Fund and Sundaram Arbitrage Fund show risk metrics like Sharpe ratio or alpha?
Arbitrage funds target a small, steady spread rather than market returns, so beta and alpha against an equity index describe nothing useful. This is a deliberate methodology choice, not missing data - risk metrics like alpha and Sharpe ratio are most meaningful for actively-managed funds where a manager makes decisions that can add or subtract value versus a benchmark. For a fund that mechanically tracks an index, the equivalent useful metric is tracking error (how closely it follows its index), not alpha.
Which has higher AUM, Samco Arbitrage Fund or Sundaram Arbitrage Fund?
Sundaram Arbitrage Fund has ₹571 Cr in assets under management, versus ₹32 Cr for Samco Arbitrage Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Samco Arbitrage Fund or Sundaram Arbitrage Fund?
Sundaram Arbitrage Fund launched on 2016-03-28, making it older than Samco Arbitrage Fund (launched 2024-11-11). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.