SBI Arbitrage Opportunities Fund Regular Growth - Latest NAV ₹25.8462, Returns, Performance & Portfolio

SBI Arbitrage Opportunities Fund Regular Growth

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.41 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years7.11%
5 Years5.57%
3 Years5.46%
1 Year3.66%
6 Months1.06%
Fund Details
RiskModerately Low risk
Fund TypeArbitrage Fund
Exit Load0.25% for 31 Days

More about this fundstar

Top HoldingsWeightage
7.00% Govt Stock 202112.07%
Future on Reliance Industries Ltd10.44%
Reliance Industries Ltd10.42%
Future on Bharti Airtel Ltd8.09%
Bharti Airtel Ltd8.04%
Future on Dr Reddy's Laboratories Ltd6.13%
Dr Reddy's Laboratories Ltd6.09%
Future on State Bank of India5.3%
State Bank of India5.29%
Future on ICICI Bank Ltd3.29%

About SBI Arbitrage Opportunities Fund

SBI Arbitrage Opportunities Fund as the name suggests is aimed at exploiting profitable arbitrage opportunities between spot and derivative market segments. The fund works towards providing regular income and capital appreciation. The scheme might invest surplus cash in debt and money market instrument.

Pros & Cons of SBI Arbitrage Opportunities Fund

SBI Arbitrage Opportunities Fund offers the following benefits:

  1. The fund is suitable for investors looking for lesser risks and regular returns.
  2. As it is an arbitrage fund, the risk associated is comparatively lesser than other funds.
  3. Since the scheme invests surplus cash, the assets earn decent returns over time.

Fund Information and Statistics of SBI Arbitrage Opportunities Fund

i) Inception/ Launch date

The SBI Arbitrage Opportunities Fund was launched on November 03, 2006, by SBI Mutual Funds.

ii) Risk level

Investment in this fund is moderately low-risk bet and is suitable for investors seeking short-term investments.

iii) Redemption

Repurchase proceeds will be dispatched to you by the fund house within 10 working days. The redemption request can be made on any business day subject to the NAV price.

iv) Fund Manager

SBI Arbitrage Opportunities Fund is managed by Mr Neeraj Kumar since October 2012. He comes with a total work experience of 22 years.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed one month after the date of allotment. However, 0.50% exit load is charged if redeemed after before one month from the date of allotment.

Tax benefits of investing in Arbitrage Opportunities Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gain, in excess of Rs 1 lakh, are taxed at 10% if sold after one year. Dividend distribution tax is applicable. 10% tax will be deducted at source for dividends.

About SBI Mutual Funds

SBI Mutual Funds is a joint venture between SBI and Amundi which is one of the world’s leading fund management company based in France. The fund house strives to set and outperform benchmarks through well-researched investments, innovation, and optimal risk management.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.41 Lakhs in a period of 20 years
Moderately Low risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns