SBI Arbitrage Opportunities Fund Regular Growth
Medium
Risk
Hybrid
Arbitrage Fund
+
5.73
%
5.73
%
3Y annualised
+
0.09
%
0.09
%
1D
1M
6M
1Y
3Y
All
Fund size
27798
NAV:
Mar 7, 2024
30.8709
Sector
Tech
Type
Hybrid
Launched
Nov 2006
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
SBI Savings Dir Gr
9.17
%
Future on HDFC Bank Ltd
9
%
HDFC Bank Ltd
8.92
%
Future on Reliance Industries Ltd
5.35
%
Reliance Industries Ltd
5.31
%
SBI Magnum Low Duration Dir Gr
2.75
%
Future on Kotak Mahindra Bank Ltd
2.08
%
Kotak Mahindra Bank Ltd
2.07
%
Future on Bajaj Finance Ltd
1.96
%
Bajaj Finance Ltd
1.95
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Arbitrage Opportunities Fund Regular Growth
More details
Investment objective
To provide capital appreciation and regular income for unit holders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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