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SBI Arbitrage Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

ITI · Arbitrage
Low
₹19.22
Current NAV
04 Nov 2026
6.0%
1Y Return
6.7%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.89).
  • Very large asset base (AUM: ₹12,440 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.39
Sharpe Ratio
0.69
Beta
4.89
Alpha
1.93
Sortino
Fund Details
Fund House ITI
Category Arbitrage
AUM ₹12440 Cr
Expense Ratio 1.49%
Min SIP ₹500
Min Lumpsum ₹1000
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