SBI Arbitrage Opportunities (Hybrid, Arbitrage)

Moderately Low
12 yrs 4 monthsStarted on:03 Nov 2006
₹ 2852.35 Cras on: 22 Feb 2019
Medium Horizon
0.75%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme will invest 65 to 85 per cent of its assets in equities and equity derivatives and the rest in debt and money market instruments. It will invest in stocks and would offset its investment in stocks by simultaneous equivalent investment in equity derivatives.

Exit Load

Scheme Documents

Similar Funds
Reliance Arbitrage
Current NAV 18.82
Return (CAGR) 7.86%
Value Research
ICICI Pru Equity Arbitrage
Current NAV 24.26
Return (CAGR) 7.56%
Value Research
Aditya Birla SL Arbitrage
Current NAV 18.82
Return (CAGR) 6.81%
Value Research
UTI Arbitrage
Current NAV 24.72
Return (CAGR) 7.40%
Value Research
HDFC Arbitrage Wholesale
Current NAV 21.81
Return (CAGR) 7.12%
Value Research
Axis Arbitrage
Current NAV 13.29
Return (CAGR) 6.49%
Value Research
Principal Arbitrage
Current NAV 10.92
Return (CAGR) 3.15%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD0.82
1 Month0.45
3 Month1.18
1 YR6.03
2 YR5.86
3 YR6.02

SIP Returns

TenureReturns (CAGR)
1 YR5.74
2 YR5.94
3 YR5.92
5 YR6.14
10 YR7.04

Portfolio

Company Name% Assets
Reliance Industries Ltd.7.32
Yes Bank Ltd.3.28
Equitas Small Finance Bank Ltd. 365-D 8.55%2.8
Sun Pharmaceutical Inds. Ltd.2.61
Manappuram Finance Ltd. 15/03/2019 10.31%2.46
Axis Bank Ltd.2.36
State Bank of India2.33
Maruti Suzuki India Ltd.2.23
Housing Development Finance Corpn. Ltd.2.13
ICICI Bank Ltd.2.12

Top Sectoral Holdings

Sector Name% Assets
Services0

Indicators

LabelValue
Portfolio turnover ratio1071
Standard Deviation0.47%
Beta0.35%

Neeraj Kumar

Mr.Kumar is a B.Com(H) and ACA.
Prior to joining SBI AMC he has worked with SBI Funds Management Pvt. Ltd. and LIC.