SBI Arbitrage Opportunities Fund Regular Growth
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Min amount: ₹500
- Fund Summary
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- Why Cleartax
|Risk||Moderately Low risk|
|Fund Type||Arbitrage Fund|
|Exit Load||0.25% for 31 Days|
More about this fund
|7.00% Govt Stock 2021||12.07%|
|Future on Reliance Industries Ltd||10.44%|
|Reliance Industries Ltd||10.42%|
|Future on Bharti Airtel Ltd||8.09%|
|Bharti Airtel Ltd||8.04%|
|Future on Dr Reddy's Laboratories Ltd||6.13%|
|Dr Reddy's Laboratories Ltd||6.09%|
|Future on State Bank of India||5.3%|
|State Bank of India||5.29%|
|Future on ICICI Bank Ltd||3.29%|
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:
- The fund is suitable for investors looking for lesser risks and regular returns.
- As it is an arbitrage fund, the risk associated is comparatively lesser than other funds.
- 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.
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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Min amount: ₹500
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