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Sbi Arbitrage Opportunities Fund - Direct Plan - Growth

Hybrid | Arbitrage

(NAV as of 31/10/2024)
34.22 (0.00)

3Y Returns

6.8%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

0.38%

Fund Size

25385 Cr

Inception Date

11-Jan-13

Fund Manager

Neeraj Kumar

Exit Load

0.25% on or before 1M, Nil after 1M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

74.77%

Debt & Others

25.23%

Market Cap Allocation

Large Cap

53.85%

Mid Cap

16.60%

Small Cap

4.32%

Other Cap

25.23%

Sector Allocation

Banks

17.97%

Finance

10.66%

Mutual Fund Units

10.12%

Petroleum Products

6.54%

Power

4.56%

Top Ten Holdings

HDFC Bank Ltd

7.73%

SBI Savings Fund - Direct Plan - Growth Option

7.26%

Reliance Industries Ltd

5.42%

TREPS

3.87%

SBI Magnum Low Duration Fund - Direct Plan - Growth Option

2.86%

Investment 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.

Fund House Detail

AMC Name

SBI Funds Management Private Limited

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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