3 Year return

6.22%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

Low Risk

Your principal will be at

Low Risk

Scheme Information

Asset Under Management

₹26629.96 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.

Ratings

4

Ratings by other agencies

2
5
0

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

Holdings

SBI Mutual Fund Managers

NK

Neeraj Kumar

Fund Manager since May 2015

Fund House Details

SBI Mutual Fund Asset management company

AUM ₹852,086.72 Cr.
No. of Schemes 210
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan Growth

0%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan IDCW Payout

0%

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 5.71%
Expense Ratio 0.44%
Fund Manager Neeraj Kumar
Fund Size ₹26629.96 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
Email 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.

FAQs

What is today's NAV of SBI Arbitrage Opportunities Fund Direct Plan Gr?

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 Direct Plan Gr Mar 04 2024 is 32.5532

What is the AUM of SBI Arbitrage Opportunities Fund Direct Plan Gr?

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 Direct Plan Gr is 26629.96 crore.

What is the expense ratio of SBI Arbitrage Opportunities Fund Direct Plan Gr?

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 Direct Plan Gr is 0.44%

What are the returns of SBI Arbitrage Opportunities Fund Direct Plan Gr since inception?

The SBI Arbitrage Opportunities Fund Direct Plan Gr was launched on Jan 01 2013. The fund has delivered a CAGR of 6.76 since inception.

What is the minimum SIP amount to invest in SBI Arbitrage Opportunities Fund Direct Plan Gr?

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 Direct Plan Gr is 500.

How do I invest in SBI Arbitrage Opportunities Fund Direct Plan Gr?

  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.

How to start an SIP in SBI Arbitrage Opportunities Fund Direct Plan Gr?

  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.

How do I automate an SIP in SBI Arbitrage Opportunities Fund Direct Plan Gr?

  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.

How can I withdraw/redeem my investment in SBI Arbitrage Opportunities Fund Direct Plan Gr?

  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.