SBI Arbitrage Opportunities Fund Overview

Mutual Fund

SBI Arbitrage Opportunities Fund is an open-ended hybrid fund under arbitrage category. It was launched on November 3, 2006. The investment objective of SBI Arbitrage Opportunities Fund is to generate regular income and capital for unitholders by utilizing the profitable arbitrage opportunities between spot and the derivative market as also investments of excess cash in money market and debt securities.

SBI Arbitrage Opportunities Fund seeks market efficiencies which lead to arbitrage opportunities. The investment strategy of SBI Arbitrage Opportunities Fund is mispricing in stock and derivative markets. Expert fund managers after doing intensive market research allocate the portfolio of SBI Arbitrage Opportunities Fund regular plan growth scheme and SBI Arbitrage Opportunities Fund regular plan dividend scheme.

SBI Arbitrage Opportunities Fund Facts

  • The top 3 sectoral allocations of SBI Arbitrage Opportunities Fund are- financial services, energy, and pharma sectors.
  • You can easily invest in this mutual fund plan online in India with just few clicks. 
  • The two investment options of this fund are- SBI Arbitrage Opportunities Fund growth scheme and SBI Arbitrage Opportunities Fund dividend scheme. 
  • The minimum amount of Rs. 500 can be invested in SBI Arbitrage Opportunities Fund sip plan.
  • The last 3 year and 5-year return of SBI Arbitrage Opportunities Fund regular plan growth scheme are 5.96% and 6.57% respectively. 

Top 16 Sectors of SBI Arbitrage Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

Financial Services

31.64

2

Energy

10.7

3

Pharma

7.14

4

Consumer Goods

5.92

5

Automobile

5.84

6

IT

5.14

7

Cement & Cement Products

4.16

8

Metals

2.94

9

Industrial Manufacturing

1.24

10

Services

1.03

11

Media & Entertainment

1.02

12

Fertilizers & Pesticides

0.77

13

Construction

0.68

14

Telecom

0.66

15

Chemicals

0.59

16

Cash, Cash Equivalent and others

20.51

(as on 29/03/2019)

Top 10 Holdings of SBI Arbitrage Opportunities Fund

S.No.

Holding Name

Net Assets (in %)

1

Cash, Cash Equivalent and others

20.51

2

Reliance Industries Ltd.

9.27

3

YES Bank Ltd.

5.17

4

Power Finance Corporation Ltd. 

3.91

5

Sun Pharmaceutical Industries Ltd.

3.28

6

Tata Consultancy Services Ltd.

2.87

7

Axis Bank Ltd.

2.82

8

Maruti Suzuki India Ltd.

2.58

9

State Bank of India

2.49

10

Oriental Bank of Commerce

2.46

(as on 29/03/2019)

SBI Arbitrage Opportunities Fund Details

Launch Date- November 03, 2006

Fund Manager- Mr. Neeraj Kumar

Risk- Moderately Low

Benchmark- NIFTY 50 Arbitrage Index

Return Since Launch- 7.31%

AUM- Rs. 2579.33 crore (as on 31st Mar, 2019)

Following is the performance of SBI Arbitrage Opportunities Fund-

 

1-Year

3-Year

5-Year

10-Year

Fund

5.90

5.96

6.57

7.07

CCIL T Bill Liquidity Weight

4.30

4.26

4.72

4.53

Category

5.56

5.86

6.60

7.04

Rank within Category

11

11

6

3

Number of funds in category

18

16

10

8

As on Apr 25, 2019

 

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