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  • SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)
SBI Mutual Fund

SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

HybridArbitrage

14.1184

NAV (Oct 21)

4.9%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

4,683 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

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    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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Historical NAV

14.1184

NAV (Oct 21)

Fund Returns

Last 1Y
3.8%
Last 3Y
4.3%
Last 5Y
4.9%
Last 10Y
5.8%
Since Inception
6.3%
6 Month CAGR
2.1%
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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
0.87
Launched (15y ago)
Nov 03, 2006
AUM in Crores
4682.511
ISIN
INF200K01149
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

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Neeraj Kumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 450,119 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

26.5%

20.6%

recommended-badge

6.1%

7.2%

top-ranked-badge

26.5%

%

top-ranked-badge

5%

5.8%

top-ranked-badge

5%

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 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

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About SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

About SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.3% 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 Inc Dist cum Cap Wdrl (RIDCW-A) 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 Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

The SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Nov 03, 2006. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-21 is ₹14.12. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹4682.511. The category risk of the SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Low Risk. The fund charges 0.87 % as expense ratio.

SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

The fund’s highest allocation is towards Others and has invested 93.7% in this asset class. The top three holdings of the fund are , cash offset for derivatives , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on tata steel ltd. , tata steel ltd , future on jsw steel ltd , jsw steel ltd , 8.20% govt stock 2022 , 182 dtb 18112021 , muthoot finance limited , 182 dtb 21102021 , 182 dtb 07102021 , bajaj finance ltd , future on bajaj finance ltd , future on sun pharmaceuticals industries ltd , sun pharmaceuticals industries ltd , future on grasim industries ltd , grasim industries ltd , future on state bank of india , state bank of india , adani enterprises ltd , future on adani enterprises ltd , 182 dtb 09122021 , 182 dtb 12112021 , future on vedanta ltd , vedanta ltd , axis bank ltd , muthoot finance limited , future on axis bank ltd , icici bank ltd , future on icici bank ltd , future on tata chemicals ltd , future on itc ltd , itc ltd , tata chemicals ltd , future on tata power co ltd , tata power co ltd , apollo hospitals enterprise ltd , future on apollo hospitals enterprise ltd , treps , 182 dtb 04112021 , 182 dtb 14102021 , housing development finance corporation limited , national highways authority of india , 182 dtb 18022022 , bharat petroleum corp ltd , future on bharat petroleum corp ltd , 182 dtb 02122021 , future on escorts ltd , escorts ltd , dr reddy's laboratories ltd , future on united spirits ltd , united spirits ltd , future on dr reddy's laboratories ltd , bajaj auto ltd , future on bajaj auto ltd , hdfc life insurance company limited , future on hdfc life insurance company limited , future on reliance industries ltd , reliance industries ltd , future on sbi life insurance company limited , sbi life insurance company limited , future on asian paints ltd , future on divi's laboratories ltd , bharti airtel ltd , future on bharti airtel ltd , divi's laboratories ltd , asian paints ltd , future on indraprastha gas ltd , indraprastha gas ltd , future on aurobindo pharma ltd , acc ltd , margin amount for derivative positions , 364 dtb 06012022 , future on bank of baroda , bank of baroda , future on acc ltd , aurobindo pharma ltd , 182 dtb 16122021 , 364 dtb 24032022 , future on bata india ltd , bata india ltd , future on info edge (india) ltd , info edge (india) ltd , future on nippon life india asset management ltd ordinary shares , nippon life india asset management ltd ordinary shares , future on maruti suzuki india ltd , maruti suzuki india ltd , future on larsen & toubro ltd , larsen & toubro ltd , future on mahindra & mahindra financial services ltd , future on mahindra & mahindra ltd , future on dabur india ltd , dabur india ltd , future on mindtree ltd , mindtree ltd , future on dlf ltd , dlf ltd , mahindra & mahindra financial services ltd , mahindra & mahindra ltd , future on muthoot finance ltd , muthoot finance ltd , future on coal india ltd , coal india ltd , tata consumer products ltd , granules india ltd , future on power grid corp of india ltd , power grid corp of india ltd , future on petronet lng ltd , petronet lng ltd , future on tata consumer products ltd , future on nmdc ltd , future on granules india ltd , nmdc ltd , future on ultratech cement ltd , ultratech cement ltd , future on indian railway catering and tourism corp ltd , indian railway catering and tourism corp ltd , future on marico ltd , marico ltd , future on tech mahindra ltd , tech mahindra ltd , future on cadila healthcare ltd , cadila healthcare ltd , future on hindalco industries ltd , hindalco industries ltd , future on pidilite industries ltd , pidilite industries ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , future on hero motocorp ltd , future on canara bank , hero motocorp ltd , canara bank , future on lic housing finance ltd , srf ltd , future on srf ltd , ramco cements ltd , future on ramco cements ltd , power finance corp ltd , future on power finance corp ltd , gail (india) ltd , future on gail (india) ltd , glenmark pharmaceuticals ltd , future on glenmark pharmaceuticals ltd , lupin ltd , future on lupin ltd , lic housing finance ltd , future on jubilant foodworks ltd , tata motors ltd , future on tata motors ltd , indusind bank ltd , future on indusind bank ltd , jindal steel & power ltd , future on jindal steel & power ltd , havells india ltd , future on havells india ltd , container corporation of india ltd , future on container corporation of india ltd , polycab india ltd , future on polycab india ltd , housing development finance corp ltd , future on housing development finance corp ltd , astral ltd , hdfc asset management company limited , future on astral ltd , future on hdfc asset management company limited , jubilant foodworks ltd , future on biocon ltd , upl ltd , future on l&t finance holdings ltd , l&t finance holdings ltd , future on tvs motor co ltd , tvs motor co ltd , future on bharat forge ltd , bharat forge ltd , future on upl ltd , biocon ltd , future on exide industries ltd , exide industries ltd , future on titan co ltd , titan co ltd , future on apollo tyres ltd , apollo tyres ltd , future on aarti industries ltd , aarti industries ltd , future on deepak nitrite ltd , deepak nitrite ltd , future on the federal bank ltd , the federal bank ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on voltas ltd , voltas ltd , future on indian hotels co ltd , future on zee entertainment enterprises ltd , zee entertainment enterprises ltd , indian hotels co ltd , future on bharat electronics ltd , bharat electronics ltd , future on balkrishna industries ltd , balkrishna industries ltd , future on bandhan bank ltd , bandhan bank ltd , tata consultancy services ltd , future on tata consultancy services 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 national aluminium co ltd , national aluminium co ltd , future on gujarat gas ltd , gujarat gas ltd , future on motherson sumi systems ltd , motherson sumi systems ltd , future on cummins india ltd , cummins india ltd , future on max financial services ltd , max financial services ltd , future on can fin homes ltd , can fin homes ltd , infosys ltd , future on infosys ltd , future on pfizer ltd , pfizer ltd , net receivable / payable

SBI Arbitrage Opportunities Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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.

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