SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 21 February, 2013. The fund is managed by Neeraj Kumar, Ardhendu Bhattacharya. This fund gives you the benefit of diversification.

1. SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹31895 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 6.21% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.60%, 7.38% and 6.00% respectively.

SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Corporate, Industrial, Consumer Cyclical, Basic Materials, Tech, Consumer Defensive, Government, Energy, Health, Utilities, Communication, Real Estate.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Arbitrage Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.