SBI Arbitrage Opportunities Fund Growth+0.16%

2
5.03%
1 Year Return
Hybrid
Arbitrage
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Arbitrage Opportunities Fund Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.90%
NAV25.69 (03 Jul 2020)
Fund Started03 Nov 2006
Fund Size5,200 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Arbitrage Opportunities Fund Growth
5.0%
5.8%
5.8%
7.1%
Category Average
5.3%
5.7%
6.0%
-
Rank within category
14
12
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 5 years
    2. Risk is lower compared to the benchmark
    3. Lower expense ratio
    4. 1Y Returns are higher than the benchmark
    5. 3Y Returns are higher than the benchmark
    Cons
    1. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.5%
    Bharti Airtel Ltd.CommunicationEquity4.0%
    State Bank of IndiaFinancialEquity3.5%
    ITC Ltd.FMCGEquity3.5%
    Hindustan Unilever Ltd.FMCGEquity3.5%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.3%
    Muthoot Finance Ltd.FinancialDebenture3.0%
    Axis Bank Ltd.FinancialEquity2.9%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.4%
    See All

    Fund Managers

    addRajeev Radhakrishnan
    Education
    Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
    Experience
    Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
    Funds Managed

    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 ₹5,200 Cr and the Latest NAV as of 03 Jul 2020 is ₹25.69.

    The SBI Arbitrage Opportunities Fund 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.

    Investment Objective

    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.

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.25%, if redeemed within 1 month.
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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