scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • SBI Mutual Fund
      right-arrow
    • SBI Arbitrage Opportunities Fund (Growth)
    SBI Mutual Fund

    SBI Arbitrage Opportunities Fund (Growth)

    HybridArbitrage

    26.6978

    NAV (Sep 23)

    5.1%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in arbitrage mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    15 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    5,048 Cr. Large within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

    Invest in this fund
    Explore a scientifically created Scripbox plan within this asset class.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    26.6978

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    3.6%
    Last 3Y
    4.6%
    Last 5Y
    5.1%
    Last 10Y
    6.6%
    Since Inception
    6.8%
    6 Month CAGR
    2.1%
    info-icon-blue

    Scheme Information

    Investment Objective

    To provide capital appreciation and regular income for unit holders 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

    risk-indicator-arrow.svg

    Low Risk

    Expense Ratio
    0.86
    Launched (15y ago)
    Nov 03, 2006
    AUM in Crores
    5047.147
    ISIN
    INF200K01156
    Lock-in
    No Lock-in
    Benchmark
    NIFTY 50 Arbitrage TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Arun R.

    Fund Manager

    user-avatar

    Neeraj Kumar

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 438,987 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR

    SBI Focused Equity Fund (G)

    recommended-badge

    21.7%

    20.5%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    21.7%

    %

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    5.1%

    5.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About SBI Arbitrage Opportunities Fund (G)

    About SBI Arbitrage Opportunities Fund (G)

    SBI Arbitrage Opportunities Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.8% over a period of 14 years. . The fund is managed by SBI Funds Management Private Limited. The fund managers are Arun R., Neeraj Kumar

    SBI Arbitrage Opportunities Fund (G) Investment Objective

    To provide capital appreciation and regular income for unit holders 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.

    SBI Arbitrage Opportunities Fund (G) NAV,AUM,Risk

    The SBI Arbitrage Opportunities Fund (G) fund was launched on Nov 03, 2006. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-09-23 is ₹26.70. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹5047.147. The category risk of the SBI Arbitrage Opportunities Fund (G) fund is Low Risk. The fund charges 0.86 % as expense ratio.

    SBI Arbitrage Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 93% in this asset class. The top three holdings of the fund are , cash offset for derivatives , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , muthoot finance limited , bharti airtel ltd , future on bharti airtel ltd , future on jsw steel ltd , jsw steel ltd , tata steel ltd , future on tata steel ltd. , 8.20% govt stock 2022 , 182 dtb 18112021 , 182 dtb 07102021 , 182 dtb 21102021 , future on sun pharmaceuticals industries ltd , sun pharmaceuticals industries ltd , reliance industries ltd , future on reliance industries ltd , future on grasim industries ltd , grasim industries ltd , future on state bank of india , state bank of india , 91 dtb 02092021 , 182 dtb 12112021 , 182 dtb 09122021 , sbi life insurance company limited , future on sbi life insurance company limited , future on bajaj finance ltd , bajaj finance ltd , 182 dtb 10092021 , future on vedanta ltd , vedanta ltd , adani enterprises ltd , muthoot finance limited , treps , future on adani enterprises ltd , itc ltd , future on itc ltd , tata chemicals ltd , dr reddy's laboratories ltd , future on dr reddy's laboratories ltd , future on tata chemicals ltd , icici bank ltd , future on bharat petroleum corp ltd , bharat petroleum corp ltd , future on icici bank ltd , 182 dtb 04112021 , housing development finance corporation limited , 182 dtb 02122021 , national highways authority of india , 182 dtb 14102021 , future on axis bank ltd , axis bank ltd , infosys ltd , kotak mahindra bank ltd , future on infosys ltd , future on kotak mahindra bank ltd , future on tata power co ltd , tata power co ltd , escorts ltd , future on escorts ltd , future on hdfc life insurance company limited , hdfc life insurance company limited , future on apollo hospitals enterprise ltd , apollo hospitals enterprise ltd , united spirits ltd , future on united spirits ltd , future on divi's laboratories ltd , divi's laboratories ltd , future on aurobindo pharma ltd , aurobindo pharma ltd , future on bata india ltd , acc ltd , indraprastha gas ltd , future on indraprastha gas ltd , future on tvs motor co ltd , tvs motor co ltd , future on asian paints ltd , asian paints ltd , future on maruti suzuki india ltd , maruti suzuki india ltd , future on acc ltd , bata india ltd , future on bajaj auto ltd , nippon life india asset management ltd ordinary shares , future on nippon life india asset management ltd ordinary shares , bajaj auto ltd , future on larsen & toubro ltd , larsen & toubro ltd , future on bank of baroda , bank of baroda , future on dabur india ltd , dabur india ltd , future on muthoot finance ltd , muthoot finance ltd , future on mindtree ltd , mindtree ltd , icici lombard general insurance co ltd , mahindra & mahindra ltd , future on info edge (india) ltd , info edge (india) ltd , future on granules india ltd , granules india ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , future on indusind bank ltd , indusind bank ltd , future on nmdc ltd , nmdc ltd , future on ultratech cement ltd , ultratech cement ltd , future on housing development finance corp ltd , housing development finance corp ltd , future on petronet lng ltd , petronet lng ltd , future on icici lombard general insurance co ltd , future on mahindra & mahindra ltd , power grid corp of india ltd , future on marico ltd , marico ltd , future on power grid corp of india ltd , future on tata consumer products ltd , tata consumer products ltd , lic housing finance ltd , coal india ltd , future on cadila healthcare ltd , cadila healthcare ltd , future on lic housing finance ltd , future on jubilant foodworks ltd , future on coal india ltd , jubilant foodworks ltd , future on hero motocorp ltd , hero motocorp ltd , future on container corporation of india ltd , future on tata motors ltd , jindal steel & power ltd , future on jindal steel & power ltd , titan co ltd , future on titan co ltd , hindustan petroleum corp ltd , tech mahindra ltd , future on hindustan petroleum corp ltd , future on tech mahindra ltd , havells india ltd , future on havells india ltd , tata motors ltd , container corporation of india ltd , future on glenmark pharmaceuticals ltd , glenmark pharmaceuticals ltd , bharat forge ltd , future on bharat forge ltd , cipla ltd , future on cipla ltd , hdfc asset management company limited , future on hdfc asset management company limited , dlf ltd , future on dlf ltd , pidilite industries ltd , hindalco industries ltd , future on hindalco industries ltd , future on pidilite industries ltd , future on canara bank , canara bank , future on polycab india ltd , polycab india ltd , future on biocon ltd , biocon ltd , future on ramco cements ltd , ramco cements ltd , future on shree cement ltd , shree cement ltd , net receivable / payable , future on upl ltd , hdfc bank ltd , upl ltd , power finance corp ltd , future on srf ltd , srf ltd , motherson sumi systems ltd , future on motherson sumi systems ltd , future on apollo tyres ltd , apollo tyres ltd , aarti industries ltd , future on aarti industries ltd , future on hcl technologies ltd , hcl technologies ltd , future on deepak nitrite ltd , deepak nitrite ltd , future on voltas ltd , l&t finance holdings ltd , future on l&t finance holdings ltd , voltas ltd , future on the federal bank ltd , the federal bank ltd , future on bandhan bank ltd , bandhan bank ltd , bharat electronics ltd , future on bharat electronics ltd , future on tata consultancy services ltd , tata consultancy services ltd , future on balkrishna industries ltd , balkrishna industries ltd , future on cholamandalam investment and finance co ltd , cholamandalam investment and finance co ltd , future on colgate-palmolive (india) ltd , colgate-palmolive (india) ltd , future on united breweries ltd , united breweries ltd , national aluminium co ltd , future on national aluminium co ltd , britannia industries ltd , future on britannia industries ltd , future on exide industries ltd , exide industries ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on max financial services ltd , max financial services ltd , future on cummins india ltd , cummins india ltd , future on pfizer ltd , pfizer ltd , future on gail (india) ltd , gail (india) ltd , future on hdfc bank ltd , power finance corp ltd.

    SBI Arbitrage Opportunities Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator