NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹32.56
0.00%
NAV as on 17 Dec 24, 12:00 AM
low risk
arbitrage fund
equity
NAV as on 17 Dec 24, 12:00 AM
low risk
arbitrage fund
equity
7.60%p.a.
Last 1Y
6.43%p.a.
Last 3Y
5.34%p.a.
Last 5Y
6.73%p.a.
Since Inception
About SBI Arbitrage Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Arbitrage Opportunities Fund Growth scheme from SBI Funds Management Ltd. It is a Arbitrage Fund mutual fund scheme that predominantly invests in Arbitrage Fund stocks of companies. Launched on Nov 2006, SBI Arbitrage Opportunities Fund Growth is Arbitrage Fund fund of its category with 31,422.14 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Arbitrage Fund funds.
- SBI Arbitrage Opportunities Fund Growth delivered 7.6% annual returns during the last year. It has delivered 6.7% average annual returns since the fund was launched.
- SBI Arbitrage Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide capital appreciation and regular income for unit holders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments.
Top 10 Holdings
SBI Savings Dir Gr
9.83%
Future on Reliance Industries Ltd
5.82%
Reliance Industries Ltd
5.78%
SBI Magnum Low Duration Dir Gr
3.21%
National Bank For Agriculture And Rural Development
2.83%
Future on Tata Motors Ltd
2.40%
Tata Motors Ltd
2.38%
Future on HDFC Bank Ltd
2.37%
HDFC Bank Ltd
2.36%
Future on ICICI Bank Ltd
2.13%
Fund Managers
- Neeraj Kumar (Oct 2012 - Present)
- Arun R. (Jun 2021 - Present)
Key Information
View Scheme Document
SBI Arbitrage Opportunities Fund Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Arbitrage Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Arbitrage Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Arbitrage Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
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3Y Return
Kotak Equity Arbitrage Fund Growth
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6.5%
ICICI Prudential Equity Arbitrage Fund Growth
low risk | equity
6.2%
Invesco India Arbitrage Fund Growth
low risk | equity
6.6%
Frequently Asked Questions
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