Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
"Arbitrage funds invest in equity shares and derivatives, and earn their returns through the price differential between a stock and its futures. You can expect to earn better returns than what you would get from a bank account.
They are usually suitable to park your money for a period ranging between three months to a year. However, we believe that liquid funds, which have a similar risk-return payoff, are a better alternative for most investors for such a time frame. Arbitrage funds may have some appeal for those who are in the highest tax bracket, given the preferential tax treatment of these funds.
The risk of incurring a loss in these funds over the said time frame is low but they do not guarantee returns or safety of capital.
Remember, these funds usually deliver low returns which are only marginally higher than your bank account. They are not suitable if your aim is to build wealth in the long run."
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
SBI Arbitrage Opportunities Fund - Direct Plan
|
Low
|
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0.38 |
|||
Low
|
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0.44 |
||||
Low
|
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0.39 |
||||
Low
|
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0.37 |
||||
Low
|
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0.29 |
₹22,370 Cr
0.25 (30)
5,000
500
500
12
SBI Arbitrage Opportunities Fund - Direct Plan invests in equity shares and derivatives and earns through the price differential between a stock and its futures.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Arbitrage Opportunities Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Arbitrage Opportunities Fund - Direct Plan is ₹31.8850 as of 07-Dec-2023.
The AUM of SBI Arbitrage Opportunities Fund - Direct Plan Fund is ₹22,370 Cr as of 31-Oct-2023
The riskometer level of SBI Arbitrage Opportunities Fund - Direct Plan is Low. See More
Company | Percentage of Portfolio |
---|---|
SBI Savings Direct-G |
8.50
|
SBI Magnum Low Duration Direct-G |
3.34
|
Bank Of Baroda CD 25/01/2024 |
1.76
|
Tata Power Renewable Energy Ltd CP 29-D 29/11/2023 |
1.56
|
Bajaj Finance Ltd CP 75-D 27/12/2023 |
1.33
|
As of 31-Oct-2023, SBI Arbitrage Opportunities Fund - Direct Plan had invested 73.97% in Cash & Cash Eq., 26.34% in Debt and -0.34% in Equity See More
SBI Arbitrage Opportunities Fund - Direct Plan is 10 years 11 months old. It has delivered 6.72% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
8.28%
|
5.77%
|
5.53%
|
5.81%
|
6.47%
|
6.72%
|
No, There is no lock in period in SBI Arbitrage Opportunities Fund - Direct Plan.
The expense ratio of SBI Arbitrage Opportunities Fund - Direct Plan is 0.38.
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