Rating : N/A

SBI Arbitrage Opportunities Fund Direct Growth

Hybrid

  

Arbitrage Fund

NAV

26.7969 +0.012

(as on 21 Sep, 2020)

RETURNS

6.09 %

Fund Type

Open Ended

Investment Plan

Growth

Investment Plan

0%

Benchmark

NIFTY 50 Arbitrage PR INR

Asset Size

3754.57 Cr.

(As of 31 Aug, 2020)

Risk

Moderately Low

Objective

To provide capital appreciation and regular income for unitholders 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.

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Fund manager

Neeraj Kumar

Exit load

1 %

(If redeemed within 30 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Future on Reliance Industries Ltd

10.23%

Reliance Industries Ltd

10.19%

Future on Bharti Airtel Ltd

9.12%

Bharti Airtel Ltd

9.07%

Sector Allocation

About the Scheme Type

Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of SBI Funds Management Private Limited

With 30​ years of rich experience in fund management, we at SBI Mutual Fund, bring forward our expertise by consistently delivering value to our investors. SBI Mutual Fund has a strong and proud lineage tailing back to the State Bank of India (SBI) - India's largest bank. SBI Mutual Fund is a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies.

SBI Mutual Fund’s vision -

“To be the most trusted and respected Asset Manager”, and we deliver value and nurture the trust of our vast and varied family of investors, with our network of over 222 acceptance points across India. Investors are our priority. SBI Mutual Fund’s mission is to establish Mutual Funds as a viable investment option to the masses in the country. While on our way towards achieving it, we, at SBI Mutual Fund, have developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, SBI Mutual Fund has been actively managing investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.