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  • SBI Funds Management Private Limited
  • SBI Arbitrage Opportunities Fund (Growth)
SBI Arbitrage Opportunities Fund (Growth)

SBI Arbitrage Opportunities Fund (Growth)

Hybrid

Arbitrage

25.9184

NAV (Nov 20)

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

14 Years

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

Relative Size

3,317 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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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only
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Scheme Information

Investment Objective

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

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately Low risk

0.9 %

Expense Ratio

Nov 03, 2006

Launched (14y ago)

₹ 3,317

AUM in Crores

INF200K01156

ISIN

No Lock-in

Lock-in

NIFTY 50 Arbitrage TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Neeraj Kumar

Fund Manager

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Rajeev Radhakrishnan

Fund Manager

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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.

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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
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Cash offset for derivatives

67.1%
67.1%

7.00% govt stock 2021

12.6%
12.6%

Reliance industries limited

10%
10%

Reliance industries ltd

10%
10%

Future on bharti airtel ltd

8.7%
8.7%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

15.8%
90%

Healthcare

11.3%
90%

Basic materials

11%
90%

Energy

10.7%
90%

Communication services

10.2%
90%
See all sectorsright-arrow
comparison

Comparison with Hybrid Funds

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

19 Years

Age

5

Track Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

25 Years

Age

5

Track Record

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Franklin India Dynamic Asst Allo Fund Of Funds (G)

Dynamic Asset Allocation Or Balanced Advantage

17 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 335,493 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.

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SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

₹ 14,207 Cr

Fund Size

7.4%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-W)

SBI Magnum Ultra Short Duration Fund (DR-W)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.7%

3Y returns

SBI Magnum Ultra Short Duration Fund (DP-W)

SBI Magnum Ultra Short Duration Fund (DP-W)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.7%

3Y returns

SBI Magnum Ultra Short Duration Fund (DR-D)

SBI Magnum Ultra Short Duration Fund (DR-D)

Ultra Short

Top Ranked

₹ 14,207 Cr

Fund Size

5.4%

3Y returns

SBI Magnum Low Duration Fund Institutional (G)

SBI Magnum Low Duration Fund Institutional (G)

Low Duration

Top Ranked

₹ 12,452 Cr

Fund Size

7.5%

3Y returns

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
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap 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

Investment Calculator

Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 9 %
How does Scripbox rate funds?

Proprietary 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.

Relative Size

Relative Size

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

Category View

Category View

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

Consistency Of Performance

Consistency Of 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.

Relative Size

Relative 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 Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

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

Equity Funds

Debt Funds

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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 7.0% over a period of 14 years ..The fund is managed by SBI Funds Management Private Limited.The fund managers are Neeraj Kumar, Rajeev Radhakrishnan

SBI Arbitrage Opportunities Fund (G) Investment Objective

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.

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 as of 2020-11-20 is ₹ 25.9184. The total AUM (Asset Under Management) of the fund as of 2020-11-22 is ₹ 3316.075. The category risk of the SBI Arbitrage Opportunities Fund (G) fund is Moderately Low risk. The fund charges 0.9 % as expense ratio.

SBI Arbitrage Opportunities Fund (G) Holdings

The fund’s highest allocation is towards others and has invested 87.8% in this asset class. The top three holdings of the fund are 7.00% govt stock 2021,reliance industries limited and 182 dtb 18032021

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 ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

SBI Arbitrage Opportunities Fund (G) Investment volatility and Horizon

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) Review

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.

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