- Mutual Funds
- SBI Mutual Fund
- SBI Arbitrage Opportunities Fund (G)
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.
SBI Arbitrage Opportunities Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,02,040
Wealth Gained8,34,652
Total Corpus Created (₹)
With CAGR of 5.428 % in 5 yearsHistorical NAV
₹ 33.2524
NAV (Mar 28)
Fund Returns
Last 1Y | 7.3% |
Last 3Y | 6.8% |
Last 5Y | 5.4% |
Last 10Y | 5.8% |
Since Inception | 6.7% |
6 Month CAGR | 3.6% |
Scheme Information
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 | 0.93 % |
Launched 18Y ago | 2006-11-03 |
AUM in Crores | 32171 |
ISIN | INF200K01156 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | 0.5 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Arbitrage Opportunities Fund (G) | 8,34,652 | 1,02,040 | 5.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Others
72.53%SBI Savings Fund Direct-Growth
9.26%HDFC Bank Ltd.
7.6%Reliance Industries Ltd.
3.02%SBI Magnum Low Duration Fund Direct Plan-Growth
3.02%
Allocation by Sector
Capital Goods
0.2%Financial
0.2%Energy
0.1%Services
0.05%Construction
0.04%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 12,517 cr | ||
₹ 7,712 cr | ||
₹ 15,117 cr | ||
₹ 4,444 cr | ||
₹ 14,987 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.3% | 16.9% | ||
7.1% | 7.8% | ||
7.3% | 7.5% | ||
6.7% | 7.8% | ||
21.5% | 19.1% |
SBI Arbitrage Opportunities Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,02,040
Wealth Gained8,34,652
Total Corpus Created (₹)
With CAGR of 5.428 % in 5 yearsSBI Arbitrage Opportunities Fund (G) Review
SBI Arbitrage Opportunities Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.74% 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 Ardhendu Bhattacharya, Neeraj Kumar, Pradeep Kesavan, R Arun.
Nav of SBI Arbitrage Opportunities Fund (G) as of 3/28/2025 is ₹33.25 with the total AUM as of 3/30/2025 is ₹32171.03. 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 has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 7.31% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Arbitrage Opportunities Fund (G).
Frequently Asked Questions
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