Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Low
₹37.6219 0.05%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Arbitrage Opportunities Fund - Direct Plan
|
|
|
Low
|
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0.40 |
|
|
|
Low
|
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0.44 |
||
|
|
Low
|
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0.40 |
||
 |
|
Low
|
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0.40 |
||
|
|
Low
|
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0.31 |
₹44,393 Cr
0.25 (30)
5,000
500
500
12
About SBI Arbitrage Opportunities Fund - Direct Plan
SBI Arbitrage Opportunities Fund - Direct Plan is a hybrid mutual fund scheme of SBI Mutual Fund. Launched on January 01, 2013, it is currently managed by Neeraj Kumar and Ardhendu Bhattacharya. The fund has an expense ratio of 0.40% with an overall AUM (Assets Under Management) of ₹44,393 Cr.
SBI Arbitrage Opportunities Fund - Direct Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme will invest 65 to 85 per cent of its assets in equities and equity derivatives and the rest in debt and money market instruments. It will invest in stocks and would offset its investment in stocks by simultaneous equivalent investment in equity derivatives.
Suitability
Arbitrage funds are suitable for:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Arbitrage Opportunities Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Arbitrage Opportunities Fund - Direct Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Arbitrage Opportunities Fund - Direct Plan, is ₹37.6219 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
SBI Savings Direct-G |
7.59
|
|
SBI Liquid Direct-G |
6.59
|
|
SBI Low Duration Direct-G |
2.48
|
|
SBI Ultra Short Duration Direct-G |
1.68
|
|
Bank Of Baroda CD 02/02/2027 |
1.06
|
Over the past five years, SBI Arbitrage Opportunities Fund - Direct Plan has delivered an annualised return of 6.69% as of 19-Mar-2026.
The minimum investment required to start investing in SBI Arbitrage Opportunities Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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