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HYBRID•ARBITRAGE FUND

SBI Arbitrage Opportunities Fund

3 Year return

7.73%
NAV on December 17, 2025
36.9707
1D Returns
+0.01%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
12.86%₹463
Total Value ₹4,063

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹41,082.9 Cr.
Expense Ratio
0.4% (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.

Ratings

ARQ Rating
4

Ratings by other agencies

Value Research
2
Crisil
5
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

AB

Ardhendu Bhattacharya

Fund Manager since Dec 2024

MJ

Mohit Jain

Fund Manager since Apr 2023

NK

Neeraj Kumar

Fund Manager since Oct 2012

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Invesco India Arbitrage Fund7.8395%
5
Kotak Arbitrage Fund7.8555%
4.5
Edelweiss Arbitrage Fund7.7963%
4.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

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
6.5102%
Expense Ratio
0.4%
Fund Manager
Ardhendu Bhattacharya
Fund Size
₹41082.9 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Arbitrage Opportunities Fund on December 17, 2025, is ₹36.9707
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Arbitrage Opportunities Fund, is ₹41082.9 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Arbitrage Opportunities Fund is 0.4%
The SBI Arbitrage Opportunities Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Arbitrage Opportunities Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,063 in 3Y at 7.7283% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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