SBI Arbitrage Opportunities Fund Direct Growth

Scheme code: INF200K01QU0 NAV value: ₹ 35.4452 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Arbitrage Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	7.06	9.06	8.04	7.96
3 year	4.14	7.43	5.64	5.51
5 year	5.22	6.72	5.71	5.77
7 year	5.55	7.62	6.22	6.26
10 year	6.22	6.65	6.45	6.51
12 year	6.72	6.88	6.80	6.86

Index

Metrics

NIFTY 50 ARBITRAGE

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	6.32	8.97	7.65	8.04
3 year	3.3	7.14	5.03	5.64
5 year	4.15	5.61	4.81	5.71
7 year	4.55	7.17	5.69	6.22
10 year	-2.59	6.69	5.83	6.45
12 year	-1.64	6.21	5.87	6.8
15 year	-0.01	6.26	3.14

- Average return: 8.04% - Median return: 8.08% - Average standard deviation: 0.47

- Average return: 5.64% - Median return: 5.62% - Average standard deviation: 0.14

- Average return: 5.71% - Median return: 5.69% - Average standard deviation: 0.08

- Average return: 6.22% - Median return: 6.07% - Average standard deviation: 0.06

- Average return: 6.45% - Median return: 6.45% - Average standard deviation: 0.05

- Average return: 6.8% - Median return: 6.8% - Average standard deviation: 0.04

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,42,820	42,820	3.57
3 year	36,00,000	39,37,251	3,37,251	3.03
5 year	60,00,000	68,89,987	8,89,987	2.81
7 year	84,00,000	1,02,99,228	18,99,228	2.96
10 year	1,20,00,000	1,62,85,053	42,85,053	3.10
12 year	1,44,00,000	2,13,21,364	69,21,364	3.33

Index

Metrics

NIFTY 50 ARBITRAGE

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,820 - Absolute Returns: ₹42,820 - CAGR: 3.57%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,37,251 - Absolute Returns: ₹3,37,251 - CAGR: 3.03%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹68,89,987 - Absolute Returns: ₹8,89,987 - CAGR: 2.81%

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,99,228 - Absolute Returns: ₹18,99,228 - CAGR: 2.96%

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,62,85,053 - Absolute Returns: ₹42,85,053 - CAGR: 3.1%

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,13,21,364 - Absolute Returns: ₹69,21,364 - CAGR: 3.33%