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SBI Arbitrage Opportunities Fund - Regular Plan - Gr

ITI · Arbitrage
Low
₹35.81
Current NAV
25 Jun 2026
7.9%
1Y Return
7.4%
3Y CAGR
6.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Very large asset base (AUM: ₹21,040 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.29%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.99
Sharpe Ratio
0.69
Beta
-1.51
Alpha
2.77
Sortino
Fund Details
Fund House ITI
Category Arbitrage
AUM ₹21040 Cr
Expense Ratio 2.29%
Min SIP ₹500
Min Lumpsum ₹1000
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