Should I invest in SBI Arbitrage Opportunities Fund - Gr?

We don't give personal investment advice. SBI Arbitrage Opportunities Fund - Gr is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.20%.

SBI

SBI Arbitrage Opportunities Fund - Gr

Latest NAV

₹35.6809

As of

12 Jun 2026

4,811 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.02%	-0.01%	-0.02	5 / 16	Q2
1W	+0.33%	+0.31%	+0.02	8 / 16	Q2
2W	+0.42%	+0.41%	+0.01	12 / 16	Q3
1M	+0.48%	+0.44%	+0.03	7 / 16	Q2
3M	+1.42%	+1.17%	+0.26	3 / 16	Q1
6M	+3.00%	+2.59%	+0.42	6 / 16	Q2
YTD	+2.62%	+2.11%	+0.51	4 / 16	Q1
1Y	+5.97%	+5.16%	+0.81	6 / 16	Q2
2Y	+6.49%	+4.54%	+1.95	6 / 15	Q2
3Y	+6.95%	+5.27%	+1.68	8 / 15	Q3
4Y	+6.73%	+5.25%	+1.48	6 / 15	Q2
5Y	+6.20%	+4.96%	+1.24	3 / 15	Q1
7Y	+5.60%	+4.47%	+1.12	5 / 15	Q2
10Y	+5.74%	+4.03%	+1.71	5 / 13	Q2
Inception	+6.69%	+4.79%	+1.90	5 / 16	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+2.62%	+2.33%	+0.29	4 / 14
2025	+6.47%	+3.86%	+2.60	4 / 14
2024	+7.45%	+6.39%	+1.06	7 / 13
2023	+7.46%	+6.17%	+1.29	2 / 13
2022	+4.61%	+3.79%	+0.82	3 / 13
2021	+4.02%	+2.93%	+1.10	2 / 13
2020	+3.42%	+2.33%	+1.09	6 / 13
2019	+6.04%	+3.71%	+2.34	5 / 13
2018	+6.18%	+3.81%	+2.37	4 / 13
2017	+5.47%	+2.85%	+2.62	6 / 15
2016	+6.42%	+4.00%	+2.42	6 / 15

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.64%

227 windows

min 2.5% · max 10.1%

100% positive

3-Year rolling

+6.53%

203 windows

min 3.8% · max 9.0%

100% positive

5-Year rolling

+6.55%

178 windows

min 4.8% · max 8.7%

100% positive

7-Year rolling

+6.59%

154 windows

min 5.1% · max 7.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

0.41%

3-year · annualised

Sharpe ratio

—

vs risk-free 6.5%

Sortino ratio

—

Downside-only deviation

Max drawdown

-0.29%

May 2026 → May 2026

% positive months

100.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Arbitrage Fund

Scheme	Fund house	NAV	As of
Nippon India Arbitrage Fund - Growth Plan - Growth Option	Nippon India	₹27.9790	12 Jun 2026
SBI Arbitrage Opportunities Fund - Div	SBI	₹18.7642	12 Jun 2026
Franklin India Arbitrage Fund - Growth	Franklin India	₹10.9922	12 Jun 2026
Kotak Equity Arbitrage Fund - Dividend	Kotak Mahindra	₹10.7331	12 Jun 2026
UTI Spread Fund - Dividend Option	UTI	₹20.8908	12 Jun 2026
IDFC Arbitrage Fund - Plan A - Dividend	IDFC	₹10.6537	12 Jun 2026
JM ARBITRAGE ADVANTAGE FUND-Dividend	JM Financial	₹15.9122	12 Jun 2026
Religare Arbitrage Fund - Dividend Option	Religare	₹17.9760	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹35.6809
11 Jun 2026	₹35.7044
10 Jun 2026	₹35.7126
9 Jun 2026	₹35.6393
8 Jun 2026	₹35.6910
5 Jun 2026	₹35.6124
4 Jun 2026	₹35.5887
3 Jun 2026	₹35.5609
2 Jun 2026	₹35.5389
1 Jun 2026	₹35.5923

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of SBI Arbitrage Opportunities Fund - Gr is ₹35.6809. It's a Arbitrage Fund from SBI, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

SBI Arbitrage Opportunities Fund - Gr has NAV history starting from 08 Nov 2006, a track record of about 19 years 7 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

SBI Arbitrage Opportunities Fund - Gr is managed by SBI. It's classified by AMFI under the 'Arbitrage Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI Arbitrage Opportunities Fund - Gr has delivered a absolute return of 5.97% — +0.81 pp ahead of the Arbitrage Fund category average of 5.16%. The fund ranks #6 of 16 in its category — the second (Q2) quartile.

Over the trailing 3-year window, SBI Arbitrage Opportunities Fund - Gr has delivered a CAGR of 6.95% — +1.68 pp ahead of the Arbitrage Fund category average of 5.27%. The fund ranks #8 of 15 in its category — the third (Q3) quartile.

Over the trailing 5-year window, SBI Arbitrage Opportunities Fund - Gr has delivered a CAGR of 6.20% — +1.24 pp ahead of the Arbitrage Fund category average of 4.96%. The fund ranks #3 of 15 in its category — the top (Q1) quartile.

₹1 lakh invested in SBI Arbitrage Opportunities Fund - Gr exactly 10 years ago would be worth approximately ₹174,803 today — a multiplier of 1.75×, based on the 10-year CAGR of 5.74%. The category average over the same window would have grown ₹1 lakh to ₹148,438.

A ₹10,000 monthly SIP in SBI Arbitrage Opportunities Fund - Gr over the last 5 years — total invested ₹600,000 — would be worth ₹708,964 today. That's an XIRR (money-weighted annualised return) of 6.61%.

A ₹10,000 monthly SIP for 10 years in SBI Arbitrage Opportunities Fund - Gr = ₹1,200,000 invested. It would currently be worth ₹1,624,084 (multiplier 1.35×). XIRR: 5.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI Arbitrage Opportunities Fund - Gr ranks #3 out of 15 funds in the Arbitrage Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 4.96%; this fund delivered 6.20%.

The worst peak-to-trough decline SBI Arbitrage Opportunities Fund - Gr has experienced over the last 5-year window is 0.29% — its NAV fell from a high on 19 May 2026 to a low on 29 May 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI Arbitrage Opportunities Fund - Gr averaged 6.55% (best 8.69%, worst 4.81%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.83 — negative risk-adjusted performance.

In calendar year 2025, SBI Arbitrage Opportunities Fund - Gr returned 6.47% — beating the Arbitrage Fund category average of 3.86% by 2.60 pp. It ranked #4 of 14 in its category that year.

SBI Arbitrage Opportunities Fund - Gr is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. SBI Arbitrage Opportunities Fund - Gr is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 0.3%. 5-year CAGR: 6.20%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

SBI Arbitrage Opportunities Fund - Gr

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Arbitrage Fund

Recent NAVs

Frequently asked questions

More from SBI