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SBI Arbitrage Opportunities Fund - Direct Plan - Gr
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 65/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)7.35%
- Expense ratio (20%)1.46%
- AUM (15%)₹45,923 Cr
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Hybrid · Arbitrage Fund
₹38.71
AUM: ₹45,923 Cr
NAV updated 26 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
1.46%
Exit Load
Exit load of 0.25%, if redeemed within 15 Days.
Fund Manager
Neeraj Kumar
Inception
Jan 2013
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
0.19
Std Dev (1Y)
1.26%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.56%
3m
+1.98%
6m
+3.21%
1y
+6.53%
3y
+7.35%
5y
+6.83%
10y
+6.26%
since inception
+6.85%
TopFund's Take on SBI Arbitrage Opportunities Fund - Direct Plan - Gr
SBI Arbitrage Opportunities Fund - Direct Plan - Gr holds up reasonably well within the Arbitrage Fund category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 1.46%, the expense ratio runs 284% above the Arbitrage Fund category average of 0.38%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.19 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.26% is on the lower side for a Arbitrage Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about SBI Arbitrage Opportunities Fund - Direct Plan - Gr
The current NAV (Net Asset Value) of SBI Arbitrage Opportunities Fund - Direct Plan - Gr is ₹38.71. NAV is updated every business day after market close by AMFI.
1Y: 6.53% · 3Y CAGR: 7.35% · 5Y CAGR: 6.83%
The expense ratio of SBI Arbitrage Opportunities Fund - Direct Plan - Gr is 1.46% per annum. This is the annual fee charged by the fund to manage your investment.
SBI Arbitrage Opportunities Fund - Direct Plan - Gr is managed by Neeraj Kumar at SBI Mutual Fund.
SBI Arbitrage Opportunities Fund - Direct Plan - Gr is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
SBI Arbitrage Opportunities Fund - Direct Plan - Gr is a Arbitrage Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in SBI Arbitrage Opportunities Fund - Direct Plan - Gr with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of SBI Arbitrage Opportunities Fund - Direct Plan - Gr is ₹45,923 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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