SBI Arbitrage Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.81 | 5.85 | 5.24 | 5.6 |
Average Rolling Returns(%) | 6.29 | 6.25 | 6.63 | 6.86 |
The Current NAV of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is ₹33.12.
It is better to invest in a fund with a longer track record as SBI Arbitrage Opportunities Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
SBI Arbitrage Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.44%
The process for redemption is
The AUM of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is currently ₹29,009 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Kotak Mahindra Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 28% of fund’s portfolio respectively.
Top three sectors of SBI Arbitrage Opportunities Fund - Growth - Direct Plan fund are BFSI, Others and Oil & Gas accounting for 57% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Arbitrage Opportunities Fund - Growth - Direct Plan Fund is Hybrid - Arbitrage Fund.
Neeraj Kumar and R. Arun manage the SBI Arbitrage Opportunities Fund - Growth - Direct Plan Fund.
SBI Arbitrage Opportunities Fund - Growth - Direct Plan current PE ratio is 33.69 and PB ratio is 5.43
The asset allocation of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is Stocks : 76.69%, Debt : 11.22% and Gold : 12.10%
The minimum SIP amount for SBI Arbitrage Opportunities Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Arbitrage Opportunities Fund - Growth - Direct Plan is 0.25% on or before 1 months, Nil after 1 months