Home>Mutual Funds>SBI Mutual Fund>SBI Arbitrage Opportunities Fund Direct Growth

SBI Arbitrage Opportunities Fund Direct Growth

Hybrid
Arbitrage
Low Risk
5.08%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹28.00
Min. SIP amount₹500
Rating2star
Fund size₹4,682.51 Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.3%5.1%5.6%6.8%
Category average3.3%4.7%5.2%NA
Rank with in category91412NA
Understand termsinfo

Holdings (104)

NameSectorInstrumentAssets
ServicesEquity8.9%
MetalsEquity3.9%
MetalsEquity3.9%
GOI
SovereignCGL3.3%
Reserve Bank of India
FinancialT-Bills3.2%
Reserve Bank of India
FinancialT-Bills3.2%
Reserve Bank of India
FinancialT-Bills3.2%
FinancialCP3.2%
FinancialEquity2.9%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.7%
See All

Pros and cons

info
Category: Hybrid Arbitrage
thumb_up_alt

Pros

Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
Higher alpha: 1.63 The fund has generated returns higher than benchmark - NIFTY 50 Arbitrage TRI - in the last 3Y
Lower expense ratio: 0.42%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
thumb_down_alt

Cons

Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rajeev Radhakrishnan
Jan 2020 - Present
View details
keyboard_arrow_down
R Arun
Jun 2021 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

SBI Arbitrage Opportunities Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle