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SBI Arbitrage Opportunities Fund - Regular Plan - Gr
★★★★★ monitor_heart Health Score: 65/100 · GoodSBI Mutual Fund · Hybrid · Arbitrage
₹35.95
AUM: ₹43,265 Cr
NAV updated 16 days ago
Plan
Regular
Option
Growth
Risk
Moderate
Expense Ratio
1.48%
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
-0.47
Std Dev (1Y)
0.94%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.7294515061%
3m
+1.6091637277%
6m
+3.2084251776%
1y
+6.4717560007%
3y
+7.447579352734701%
5y
+6.7603979179675%
10y
+6.2621126349176%
since inception
+6.69%
rate_review TopFund's Take on SBI Arbitrage Opportunities Fund - Regular Plan - Gr
SBI Arbitrage Opportunities Fund - Regular Plan - Gr holds up reasonably well within the Arbitrage 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 1.48%, the expense ratio is roughly in line with the Arbitrage category average of 1.57% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.47 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.94% is on the lower side, 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about SBI Arbitrage Opportunities Fund - Regular Plan - Gr
The current NAV (Net Asset Value) of SBI Arbitrage Opportunities Fund - Regular Plan - Gr is ₹35.95. NAV is updated every business day after market close by AMFI.
1Y: 6.4717560007% · 3Y CAGR: 7.447579352734701% · 5Y CAGR: 6.7603979179675%
The expense ratio is 1.48% per annum — the annual fee deducted from your investment to cover fund management costs.
SBI Arbitrage Opportunities Fund - Regular Plan - Gr is managed by Neeraj Kumar at SBI Mutual Fund.
SBI Arbitrage Opportunities Fund - Regular Plan - Gr is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
SBI Arbitrage Opportunities Fund - Regular Plan - Gr is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of SBI Arbitrage Opportunities Fund - Regular Plan - Gr is ₹43,266 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.