SBI Arbitrage Opportunities Fund Growth+0.11%

2Groww
6.32%
1 Year Return
Hybrid
Arbitrage
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Arbitrage Opportunities Fund Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.91%
NAV25.06 (21 Nov 2019)
Fund Started03 Nov 2006
Fund Size5,208 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Arbitrage Opportunities Fund Growth
6.3%
6.0%
6.4%
7.3%
Category Average
6.9%
NA
NA
-
Rank within category
5
7
11
-
*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 6.3% 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. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.9%
    HDFC Bank Ltd.FinancialEquity4.7%
    State Bank of IndiaFinancialEquity4.2%
    ICICI Bank Ltd.FinancialEquity4.0%
    Axis Bank Ltd.FinancialEquity3.4%
    JSW Steel Ltd.MetalsCP3.3%
    ITC Ltd.FMCGEquity2.9%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.4%
    Tata Capital Housing Finance Ltd.FinancialBonds/NCD2.1%
    See All

    Other Details

    SBI Arbitrage Opportunities Fund Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 03 Nov 2006. Neeraj Kumar is the Current Fund Manager of SBI Arbitrage Opportunities Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹5,208 Cr and the Latest NAV as of 21 Nov 2019 is ₹25.06.

    The SBI Arbitrage Opportunities Fund Growth is rated Moderately Low risk. Minimum SIP Investment is 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
    28 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,
    Invest Now
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