Neutral
However, Scripbox does not recommend investing in arbitrage mutual funds.
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.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
3,345 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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Scheme Information
To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
0.9 %
Expense Ratio
Nov 03, 2006
Launched (15y ago)
₹ 3,345
AUM in Crores
INF200K01156
ISIN
No Lock-in
Lock-in
NIFTY 50 Arbitrage TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
SBI Funds Management Private Limited
SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.
Ultra Short
Recommended
Top Ranked
₹ 11,019 Cr
Fund Size
7%
3Y returns
Ultra Short
Top Ranked
₹ 11,019 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 11,019 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 11,019 Cr
Fund Size
5.3%
3Y returns
Diversified
Top Ranked
₹ 12,519 Cr
Fund Size
13.1%
3Y returns
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SBI Arbitrage Opportunities Fund (G) is a arbitrage hybrid fund and has delivered an annualised return of 6.9% over a period of 15 years ..The fund is managed by SBI Funds Management Private Limited.The fund managers are Neeraj Kumar, Rajeev Radhakrishnan
To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
The SBI Arbitrage Opportunities Fund (G) fund was launched on Nov 03, 2006. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-03-05 is ₹ 26.119. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 3344.592. The category risk of the SBI Arbitrage Opportunities Fund (G) fund is Moderate Risk. The fund charges 0.9 % as expense ratio.
The fund’s highest allocation is towards others and has invested 86.3% in this asset class. The top three holdings of the fund are 364 dtb 07052021,182 dtb 13052021 and 364 dtb 13052021
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR
SBI Arbitrage Opportunities Fund (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, SBI Arbitrage Opportunities Fund (G) has a score of 5 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.