- Mutual Funds
- SBI Mutual Fund
- SBI Arbitrage Opportunities Fund (Growth)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 31.1553
NAV (Apr 18)
Fund Returns
Last 1Y | 8% |
Last 3Y | 5.9% |
Last 5Y | 5.3% |
Last 10Y | 5.9% |
Since Inception | 6.7% |
6 Month CAGR | 3.9% |
Scheme Information
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.
Expense Ratio | 0.94 |
Launched (18y ago) | Nov 03, 2006 |
AUM in Crores | 27585.870 |
ISIN | INF200K01156 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.7 |
Standard Deviation (5yr) | 0.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.557 |
Sharpe Ratio (5yr) | 0.074 |
YTM | 7.38 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Arbitrage Opportunities Fund (Growth) | 8,32,037 | 99,425 | 5.3% | |
| 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
cash offset for derivatives
76.1%sbi savings dir gr
9.9%hdfc bank ltd
8.8%future on hdfc bank ltd
8.8%reliance industries ltd
5.5%Allocation by Sector
financial services
24.8%industrials
10.3%energy
9%basic materials
9%consumer defensive
4.2%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
SBI Arbitrage Opportunities Fund (G) Review
SBI Arbitrage Opportunities Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 6.7% over a period of 17 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Arun R., Neeraj Kumar.
Nav of SBI Arbitrage Opportunities Fund (G) as of 4/18/2024 is ₹31.16 with the total AUM as of 4/19/2024 is ₹27585.87. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Arbitrage Opportunities Fund (G) was launched on Nov 03, 2006. The category risk of the fund is Low Risk.
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 TR INR.
SBI Arbitrage Opportunities Fund (G) is rated as a 2 fund in Debt and delivered 8% 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
What is SBI Arbitrage Opportunities Fund (G)?
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?
As per Scripbox experts, SBI Arbitrage Opportunities Fund (G) is a Neutral fund. You can investSBI Arbitrage Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment 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 0.94% for regular plan.