- Mutual Funds
- SBI Mutual Fund
- SBI Arbitrage Opportunities Fund (PIDCW-I)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.8451
NAV (Sep 6)
Fund Returns
Last 1Y | 7.6% |
Last 3Y | 6.2% |
Last 5Y | 5.2% |
Last 10Y | 5.9% |
Since Inception | 6.7% |
6 Month CAGR | 3.7% |
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 | 0.96 |
Launched (0y ago) | 0.96 |
AUM in Crores | 32546.2 |
ISIN | INF200K01131 |
Lock-in | |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 0.7 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Arbitrage Opportunities Fund (PIDCW-I) | 8,30,897 | 98,285 | 5.2% | |
| 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
72.5%SBI Savings Fund Direct-Growth
9.3%HDFC Bank Ltd.
7.6%Reliance Industries Ltd.
3%SBI Magnum Low Duration Fund Direct Plan-Growth
3%Allocation by Sector
Consumer Staples
0.006544%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,566 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.788% | 6.037% | ||
10.146% | 14.578% | ||
27.973% | 16.464% | ||
20.606% | 15.422% | ||
26.955% | 17.518% |
SBI Arbitrage Opportunities Fund (PIDCW-I) Review
SBI Arbitrage Opportunities Fund (PIDCW-I) is a Debt Debt fund and has delivered an annualised return of 6.731% over a period of 17 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of SBI Arbitrage Opportunities Fund (PIDCW-I) as of 9/6/2024 is ₹16.85 with the total AUM as of 9/7/2024 is ₹32546.2164. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Arbitrage Opportunities Fund (PIDCW-I) was launched on 2006-11-03. The category risk of the fund is Average.
The minimum SIP amount for SBI Arbitrage Opportunities Fund (PIDCW-I) 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 (PIDCW-I) 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 .
SBI Arbitrage Opportunities Fund (PIDCW-I) is rated as a 2 fund in Debt and delivered 7.63% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Arbitrage Opportunities Fund (PIDCW-I).
Frequently Asked Questions
What is SBI Arbitrage Opportunities Fund (PIDCW-I)?
How to invest in SBI Arbitrage Opportunities Fund (PIDCW-I)?
You can invest in SBI Arbitrage Opportunities Fund (PIDCW-I) 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 (PIDCW-I)?
The minimum sip amount for SBI Arbitrage Opportunities Fund (PIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Arbitrage Opportunities Fund (PIDCW-I) good to invest in?
As per Scripbox experts, SBI Arbitrage Opportunities Fund (PIDCW-I) is a 2 fund. You can investSBI Arbitrage Opportunities Fund (PIDCW-I) 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 (PIDCW-I)?
The expense ratio of the SBI Arbitrage Opportunities Fund (PIDCW-I) is 0.96% for regular plan.