Fund Details
SBI Arbitrage Opportunities Fund Growth
| Risk | Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.90% |
| NAV | ₹26.09 (26 Feb 2021) |
|---|---|
| Fund Started | 03 Nov 2006 |
| Fund Size | ₹3,345 Cr |
Returns
Comparison
1. Age is more than 5 years
2. Lower expense ratio - 0.9%
1. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 8.7% |
| Reserve Bank of India | Financial | T-Bills | 5.9% |
| State Bank of India | Financial | Equity | 4.9% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 4.2% |
| Grasim Industries Ltd. | Construction | Equity | 3.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.7% |
| Reserve Bank of India | Financial | T-Bills | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.4% |
| Axis Bank Ltd. | Financial | Equity | 3.2% |
| Reserve Bank of India | Financial | T-Bills | 3.0% |
Fund Managers
SBI Arbitrage Opportunities Fund Growth Details
SBI Arbitrage Opportunities Fund Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 03 Nov 2006. Neeraj Kumar is the Current Fund Manager of SBI Arbitrage Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,345 Cr and the Latest NAV as of 26 Feb 2021 is ₹26.09.
The SBI Arbitrage Opportunities Fund Growth is rated Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25%, if redeemed within 1 month.
Investment Objective
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.
Tax Implications
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.
