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FAQ : SBI Arbitrage Opportunities Fund - Growth - Direct Plan

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(%) 6.25 7.11 6.17 5.72
Average Rolling Returns(%) 6.22 5.89 6.03 6.55

The Current NAV of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is ₹37.77.

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 0.40%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is currently ₹41,059 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and Bharti Airtel and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 22% of fund’s portfolio respectively.

Top three sectors of SBI Arbitrage Opportunities Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 60% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.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 Ardhendu Bhattacharya manage the SBI Arbitrage Opportunities Fund - Growth - Direct Plan Fund.

SBI Arbitrage Opportunities Fund - Growth - Direct Plan current PE ratio is 28.83 and PB ratio is 4.65

The asset allocation of SBI Arbitrage Opportunities Fund - Growth - Direct Plan is Stocks : 67.90%, Debt : 12.21% and Gold : 19.89%

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

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