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  • SBI Arbitrage Opportunities Fund (G)
SBI Mutual Fund

SBI Arbitrage Opportunities Fund (G)

DebtArbitrage

32.3653

NAV (Nov 07)

6.303%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in arbitrage mutual funds.

Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Our analysis of this fundLearn how we rate funds ->

Downside Protection

Satisfactory

The performance of the fund on a Downside Protection metric has been Satisfactory

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Scripbox Recommended Arbitrage Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

32.3653

NAV (Nov 7)

Fund Returns

Last 1Y
7.5%
Last 3Y
6.3%
Last 5Y
5.3%
Last 10Y
5.8%
Since Inception
6.7%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

The scheme will invest 65 to 85 per cent of its assets in equities and equity derivatives and the rest in debt and money market instruments. It will invest in stocks and would offset its investment in stocks by simultaneous equivalent investment in equity derivatives.

Expense Ratio
0.95%
Launched 18Y ago
2006-11-03
AUM in Crores
31103
ISIN
INF200K01156
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Arbitrage Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
0.7
Beta
0.7
Sharpe Ratio
0.6
YTM
-
Fund Managers

Neeraj Kumar

Fund Manager

R Arun

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Arbitrage Opportunities Fund (G)70%8,32,160 99,5485.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-13

Top Debt Holdings

Others

72.53%
72.53%

SBI Savings Fund Direct-Growth

9.26%
9.259%

HDFC Bank Ltd.

7.6%
7.598%

Reliance Industries Ltd.

3.02%
3.023%

SBI Magnum Low Duration Fund Direct Plan-Growth

3.02%
3.02%
See all holdings

Allocation by Sector

Automobile

0.01%
0.008051%
See all sectors

Comparison with Debt Funds

Fund NameFund Size
edelweiss
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,523 cr

₹ 10,307 cr

₹ 8,029 cr

₹ 14,839 cr

₹ 4,610 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

16.7%

6.6%

9.2%

14.4%

22.8%

16.2%

18.1%

15.3%

23.8%

17.3%

SBI Arbitrage Opportunities Fund (G) Review

SBI Arbitrage Opportunities Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.73% over 18 years. The fund has grown over a period of 18 years. The fund is managed by SBI Mutual Fund. The fund managers are Neeraj Kumar, R Arun.

Nav of SBI Arbitrage Opportunities Fund (G) as of 11/7/2024 is ₹32.37 with the total AUM as of 11/8/2024 is ₹31102.99. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Arbitrage Opportunities Fund (G) was launched on 2006-11-03. The category risk of the fund is Low.

The minimum SIP amount for SBI Arbitrage Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Arbitrage Opportunities Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage Total Return Index .

Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Arbitrage Opportunities Fund (G).

Frequently Asked Questions

What is SBI Arbitrage Opportunities Fund (G)?

It is a Arbitrage Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Arbitrage Opportunities Fund (G)?

You can invest in SBI Arbitrage Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Arbitrage Opportunities Fund (G)?

The minimum sip amount for SBI Arbitrage Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Arbitrage Opportunities Fund (G) good to invest in?

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the SBI Arbitrage Opportunities Fund (G)?

The expense ratio of the SBI Arbitrage Opportunities Fund (G) is 0.95% for regular plan.

What is the NAV of SBI Arbitrage Opportunities Fund (G)?

Today's SBI Arbitrage Opportunities Fund (G) NAV is ₹32.37.