SEBI Registered Research Analyst
  • Portfolios
    • Aggressive Portfolio
    • Moderately Portfolio
    • Conservative Portfolio
    • Moderately Aggressive Portfolio
    • Moderately Conservative Portfolio
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Trailing Return with Market Cap breakup
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Other Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Liquid Funds Vs Savings Bank
      • Fixed Deposit vs Debt Funds
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
      Benchmark Returns
      • Mutual Fund Benchmark Monitor
      • Benchmark Lump Sum and SIP Returns
      • Benchmark Rolling Return
      • Benchmark Rolling Return - Multiple Benchmark
      • Benchmark SWP calculator
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Child Education Calculator
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • Lumpsum Target Calculator
    • Lumpsum Return Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Pricing
  • Services
  • Resources
    • Blogs
    • News
    • Check Your Risk Profile
    • E book
    • FAQ
    • About
    • Contact
    • Fund Page
  • Login
  • Signup
  • Home
  • SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Search
SBI Arbitrage Opportunities Fund - Regular Plan - Gr

Category: Hybrid: Arbitrage

Launch Date: 03-11-2006

Riskometer: Low

NAV as on 29-05-2025

₹ 33.60

₹ -0.01 ( -0.0158%)

CAGR Since Inception

6.74%

NIFTY 50 Arbitrage TRI 6.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. Neeraj Kumar, Mr. R Arun,

Investment Objective

To provide capital appreciation and regularincome for unit holders by identifyingprofitable arbitrage opportunities betweenthe spot and derivative market segments asalso through investment of surplus cash indebt and money market instruments.

Benchmark

NIFTY 50 Arbitrage TRI

Expense Ratio

0.9% As on (30-04-2025)

Minimum Investment | Top up

5000.0 | 1000.0

Total Assets

31,895.02 Cr As on (30-04-2025)

PERFORMANCE of SBI Arbitrage Opportunities Fund - Regular Plan - Gr
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 29-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 7.21 6.9 5.44 5.73 6.74
Nifty 50 Arbitrage Index 7.61 6.87 5.32 5.6 6.22
Hybrid: Arbitrage 6.95 6.52 5.14 5.72 5.49
Nav Movement
RETURNS CALCULATOR for SBI Arbitrage Opportunities Fund - Regular Plan - Gr
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of SBI Arbitrage Opportunities Fund - Regular Plan - Gr
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 0.69 1.08 0.11 0.66 7.54 0.49
Hybrid: Arbitrage - - - - - -
Peer Comparison
Scheme Name 5Y (%)
SBI Arbitrage Opportunities Reg Gr 5.44
UTI Arbitrage Reg Gr 5.4
Kotak Equity Arbitrage Gr 5.55
ICICI Pru Equity Arbitrage Gr 5.36
Invesco India Arbitrage Gr 5.53
HDFC Arbitrage Wholesale Gr 5.32
ABSL Arbitrage Reg Gr 5.3
Tata Arbitrage Reg Gr 5.32
Edelweiss Arbitrage Reg Gr 5.38
Bandhan Arbitrage Reg Gr 5.25
Asset Allocation
Sectors
Sector Holdings (%)
N/A 33.41
Financial Services 24.97
Information Technology 5.22
Fast Moving Consumer Goods 4.69
Oil, Gas & Consumable Fuels 4.34
Automobile and Auto Components 4.03
Metals & Mining 3.95
Capital Goods 3.5
Healthcare 3.08
power 2.3
Portfolio Holdings
Company Holdings (%)
SBI Savings Fund - Direct Plan - Growth Option 10.02
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.39
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.6
SBI Magnum Low Duration Fund - Direct Plan - Growth Option 3.27
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.14
National Bank for Agriculture and Rural Development 2.81
STATE BANK OF INDIA EQ NEW RE. 1/- 2.44
RELIANCE INDUSTRIES LIMITED EQ 1.92
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 1.87
ITC LIMITED EQ NEW FV RE.1/- 1.43
youtube x linkedin

Get in Touch

hello@investt.in
+91 8297282834

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Terms and Conditions
  • Privacy Policy
  • Refund Policy
  • SEBI Scores
  • Investor Charter

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • FAQs

© 2024 Investt. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?