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: 6.12%.

SBI

SBI Arbitrage Opportunities Fund - Gr

Latest NAV

₹35.5609

As of

3 Jun 2026

4,804 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

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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	-0.15%	-0.06%	-0.09	15 / 16	Q4
1W	-0.09%	+0.00%	-0.09	15 / 16	Q4
2W	-0.14%	-0.06%	-0.08	14 / 16	Q4
1M	+0.16%	+0.19%	-0.03	9 / 16	Q3
3M	+1.08%	+0.88%	+0.20	4 / 16	Q1
6M	+2.68%	+2.31%	+0.36	6 / 16	Q2
YTD	+2.14%	+1.72%	+0.42	5 / 16	Q2
1Y	+5.68%	+4.91%	+0.77	5 / 16	Q2
2Y	+6.41%	+4.49%	+1.92	8 / 15	Q3
3Y	+6.84%	+5.18%	+1.66	8 / 15	Q3
4Y	+6.65%	+5.19%	+1.46	6 / 15	Q2
5Y	+6.12%	+4.90%	+1.22	3 / 15	Q1
7Y	+5.55%	+4.44%	+1.11	5 / 15	Q2
10Y	+5.71%	+4.00%	+1.71	5 / 13	Q2
Inception	+6.67%	+4.77%	+1.91	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	+2.14%	+1.89%	+0.26	5 / 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

+6.63%

227 windows

min 2.3% · max 10.3%

100% positive

3-Year rolling

+6.53%

202 windows

min 3.8% · max 9.1%

100% positive

5-Year rolling

+6.55%

178 windows

min 4.8% · max 8.7%

100% positive

7-Year rolling

+6.60%

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

0.45%

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	₹27.8838	3 Jun 2026
SBI Arbitrage Opportunities Fund - Div	SBI	₹18.7011	3 Jun 2026
Franklin India Arbitrage Fund - Growth	Franklin India	₹10.9509	3 Jun 2026
Kotak Equity Arbitrage Fund - Dividend	Kotak Mahindra	₹10.6944	3 Jun 2026
UTI Spread Fund - Dividend Option	UTI	₹20.8199	3 Jun 2026
IDFC Arbitrage Fund - Plan A - Dividend	IDFC	₹10.6183	3 Jun 2026
JM ARBITRAGE ADVANTAGE FUND-Dividend	JM Financial	₹15.8664	3 Jun 2026
Religare Arbitrage Fund - Dividend Option	Religare	₹17.9184	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹35.5609
2 Jun 2026	₹35.5389
1 Jun 2026	₹35.5923
31 May 2026	₹35.4871
29 May 2026	₹35.4856
27 May 2026	₹35.5537
26 May 2026	₹35.5702
25 May 2026	₹35.5661
22 May 2026	₹35.5482
21 May 2026	₹35.5761

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 03 Jun 2026, the NAV of SBI Arbitrage Opportunities Fund - Gr is ₹35.5609. 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 6 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 5.68% — +0.77 pp ahead of the Arbitrage Fund category average of 4.91%. The fund ranks #5 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 6.84% — +1.66 pp ahead of the Arbitrage Fund category average of 5.18%. 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 6.12% — +1.22 pp ahead of the Arbitrage Fund category average of 4.90%. 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 ₹174,244 today — a multiplier of 1.74×, based on the 10-year CAGR of 5.71%. The category average over the same window would have grown ₹1 lakh to ₹148,013.

A ₹10,000 monthly SIP in SBI Arbitrage Opportunities Fund - Gr over the last 5 years — total invested ₹600,000 — would be worth ₹706,702 today. That's an XIRR (money-weighted annualised return) of 6.48%.

A ₹10,000 monthly SIP for 10 years in SBI Arbitrage Opportunities Fund - Gr = ₹1,200,000 invested. It would currently be worth ₹1,618,769 (multiplier 1.35×). XIRR: 5.83%. 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 4.90%; this fund delivered 6.12%.

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 8.70%, worst 4.80%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is -0.96 — 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: 6.12%.

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

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