3 Year return
6.41%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Low Risk
Asset Under Management
₹29009.02 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
0.25% - If redeemed/switched out wihin 1 months from the date of allotment. Nil - If redeemed/switched out after 1 months from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
NK
Neeraj Kumar
Fund Manager since May 2015
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout |
6.36% |
3.5 |
Invesco India Arbitrage Fund Direct Plan IDCW (Payout / Payout) |
6.61% |
5 |
Edelweiss Arbitrage Fund Direct Plan IDCW Payout |
6.44% |
4.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Arbitrage Opportunities Fund Direct Plan Growth
SBI Arbitrage Opportunities Fund Direct Growth is managed by SBI Mutual Fund as a Hybrid Mutual Fund Scheme. This investment avenue adopts a Blend oriented style of investing and diversifies its investments across various market capitalisations. SBI Arbitrage Opportunities Fund Direct Growth features a slightly higher expense ratio compared to its counterparts in the category. This is an open-ended fund, meaning investors can buy or sell fund units at any time.
Investment Objectives of the Scheme
The core investment objective of SBI Arbitrage Opportunities Fund Direct Plan Growth is to achieve capital appreciation and regular income for its unit holders. This is achieved by strategically identifying and capitalising on profitable arbitrage opportunities between the spot and derivative market segments. Additionally, the fund aims to enhance returns by prudently investing surplus cash in a diversified portfolio of debt and money market instruments.
Key Features of The Fund
5-year return | 5.72% |
Expense Ratio | 0.44% |
Fund Manager | Neeraj Kumar |
Fund Size | ₹29009.02 Cr |
Risk Profile | Low |
Is This Scheme Right for Me?
SBI Arbitrage Opportunities Fund Direct Plan Growth is suitable for you if you have a medium-term horizon. This fund is meant to provide you with a balanced combination of income, and modest capital appreciation. It aligns well with your goals if you are seeking an investment option that offers stability and growth potential. However, as with any investment decision, it is important for you to assess your own financial goals, risk tolerance, and investment timeline before considering SBI Arbitrage Opportunities Fund Direct Plan Growth. You should also, carefully go through the fund's prospectus and associated information to understand the potential risks and rewards prior to making an investment commitment.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 33331800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of SBI Arbitrage Opportunities Fund?
What is the AUM of SBI Arbitrage Opportunities Fund?
What is the expense ratio of SBI Arbitrage Opportunities Fund?
What are the returns of SBI Arbitrage Opportunities Fund since inception?
What is the minimum SIP amount to invest in SBI Arbitrage Opportunities Fund?
How do I invest in SBI Arbitrage Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Arbitrage Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Arbitrage Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Arbitrage Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.