SBI Arbitrage Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.75 | 5.76 | 5.25 | 5.6 |
Average Rolling Returns(%) | 6.27 | 6.26 | 6.64 | 6.88 |
The Current NAV of SBI Arbitrage Opportunities Fund - Regular Plan - Growth is ₹31.16.
It is better to invest in a fund with a longer track record as SBI Arbitrage Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Crisil 1 Yr T-Bill Index returns, as Funds portfolio is significantly different.
SBI Arbitrage Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 0.94%
The process for redemption is
The AUM of SBI Arbitrage Opportunities Fund - Regular Plan - Growth is currently ₹27,586 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Bharat Electronics 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 - Regular Plan - Growth fund are BFSI, Others and Oil & Gas accounting for 56% 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 - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Neeraj Kumar and R. Arun manage the SBI Arbitrage Opportunities Fund - Regular Plan - Growth Fund.
SBI Arbitrage Opportunities Fund - Regular Plan - Growth current PE ratio is 31.81 and PB ratio is 5.38
The asset allocation of SBI Arbitrage Opportunities Fund - Regular Plan - Growth is Stocks : 75.43%, Debt : 11.84% and Gold : 12.66%
The minimum SIP amount for SBI Arbitrage Opportunities Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Arbitrage Opportunities Fund - Regular Plan - Growth is 0.25% on or before 1 months, Nil after 1 months