| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.45% |
| NAV | ₹26.66 (03 Jul 2020) |
|---|---|
| Fund Started | 11 Jan 2013 |
| Fund Size | ₹5,200 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.5% |
| Bharti Airtel Ltd. | Communication | Equity | 4.0% |
| State Bank of India | Financial | Equity | 3.5% |
| ITC Ltd. | FMCG | Equity | 3.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.5% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.3% |
| Muthoot Finance Ltd. | Financial | Debenture | 3.0% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 2.4% |
SBI Arbitrage Opportunities Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 11 Jan 2013. Neeraj Kumar is the Current Fund Manager of SBI Arbitrage Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,200 Cr and the Latest NAV as of 03 Jul 2020 is ₹26.66.
The SBI Arbitrage Opportunities Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25%, if redeemed within 1 month.
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.
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.