Fund Details
SBI Arbitrage Opportunities Fund Growth
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.90% |
| NAV | ₹25.90 (27 Nov 2020) |
|---|---|
| Fund Started | 03 Nov 2006 |
| Fund Size | ₹3,316 Cr |
Returns
as per Historical Returns
Comparison
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
6. Age is more than 5 years
7. Lower expense ratio - 0.9%
1. 5Y Returns are lower than the benchmark
2. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 12.6% |
| Reliance Industries Ltd. | Energy | Equity | 9.9% |
| Bharti Airtel Ltd. | Communication | Equity | 8.7% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 6.0% |
| State Bank of India | Financial | Equity | 5.7% |
| Axis Bank Ltd. | Financial | Equity | 3.3% |
| ICICI Bank Ltd. | Financial | Equity | 3.0% |
| Grasim Industries Ltd. | Construction | Equity | 2.9% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 2.4% |
| Reserve Bank of India | Financial | T-Bills | 2.4% |
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 ₹3,316 Cr and the Latest NAV as of 27 Nov 2020 is ₹25.90.
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
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.
