SBI Arbitrage Opportunities (Hybrid, Arbitrage)

Moderately Low
12 yrs 4 monthsStarted on:03 Nov 2006
₹ 2852.35 Cras on: 22 Feb 2019
Medium Horizon
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

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TenureReturns (CAGR)
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


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


Portfolio turnover ratio1071
Standard Deviation0.47%

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.