Schemes aimed at retirement planning and children benefit
Invests its corpus in debt instruments maturing in line with the scheme tenure
Plan for your life goals with a simple, efficient tool
Get a plan to invest a fixed amount every month and achieve your desired savings
Use this calculator to find out how much wealth you will accumulate and return on your investment using STP
Invest online and complete mutual fund transactions in a few simple clicks.
Invest, earn returns and plan for your dreams, anytime, anywhere, with the SBI MF mobile app.
Reach out to our wide network of branches, distributors and agents, to invest in mutual funds
Use m-Easy to invest, redeem and switch schemes, through a simple SMS.
Watch videos to learn the basic details and benefits of mutual funds
Understand financial and technical terms in the simplest of ways
Get clear and concise insights on the concept and working of mutual funds
Try some fun puzzles and games to test your knowledge of mutual funds
Read tips and articles to help you invest better and live happier
Get quick, easy answers to common, mutual fund related questions
Watch Fund Guru make mutual funds simple and interesting
Plan your financial investment journey with Mutual Funds
Redeem close ended schemes matured before 2004
Check any dividend or redemption payout that you havent received
Get your dividend & redemption payouts directly to your bank account electronically
Get the latest statement of your account and investment activities
Subscribe to stay updated on latest product information and news
Get an overview of complaints received by us, and their redressal status
Check if you have any dividend or redemption amount left to be claimed
Update FATCA details in order to be compliant with Indian and USA tax laws
Explore different mutual fund investment options that meet your varied needs
Know the procedure to get your queries / grievances resolved
Check documents and procedure to transmit investment units to surviving holders
Neeraj joined SBIFM in 2006 as an Equity Dealer. Prior to joining SBIFM Neeraj was associated with Life Insurance Corporation of India (LIC) for 10 years. He started his career as an administration officer in finance and accounts department of LIC. Thereafter he worked as an equity analyst for five years and subsequently as a dealer for three years. Neeraj is a Commerce graduate from Magadh University and Chartered Accountant from ICAI.
Open-Ended funds Managed by Mr. Neeraj Kumar – Arbitrage
Investments to exploit profitable arbitrage opportunities between the spot and derivative market segments to provide capital appreciation and regular income
For exit within 1 month from the date of allotment 0.25%
For exit after 1 month from the date of allotment Nil
Pursuant to the circular issued by SEBI on Categorization and Rationalization of the Schemes , there has been change in the fundamental attributes of SBI Multi Asset Allocation Fund (like asset allocation, benchmark and investment objectives) with effect from May 16, 2018, hence the performance of the fund is calculated from May 16, 2018.
SBI Arbitrage Opportunities Fund aims to provide capital appreciation and regular income by identifying profitable arbitrage opportunities between the spot and derivatives market segments as also through investment of surplus cash in debt and money market instruments.
SBI Arbitrage Opportunities Fund invests maximum of 85% of the assets in arbitrage opportunities between equity & equity related instruments and derivatives including index futures, stock futures, index options and stock options and minimum of 15% of the assets will be invested in debt and money market instruments.
In case adequate arbitrage opportunities are not available in the market, then the allocation to debt and money market instruments (with tenure not exceeding 91 days) may rise to 100% and for defensive consideration maximum of 65% of the assets will be invested in arbitrage opportunities as stated above.
The fund only invests in money market instruments with unexpired maturity of less than 1 year.
Compounded Annualized Growth Rate Performance
Different plans shall have different expense structure. In case of return calculated the dividend option, it is assumed that dividend declared under the schemes have been reinvested at the prevailing NAV
Past performance may or may not be sustained in future and same may not necessarily provide the basis for comparison with other investment
Load is not considered for computation of returns
Period for which schemes performance has been provided is computed basis last day of the month-end preceding the date of advertisement. In case, the start/end date of the concerned period is a non-business day, the NAV of the previous date is considered for computation of returns
The data of the last working day has been considered for the calculation of performance
Wherever TRI data since inception for benchmarks is not available, benchmark performance is calculated using composite of CAGR and TRI values of the benchmark
The performance of the schemes is benchmarked to the Total Return variant of the Index
To view other open ended funds managed by the fund manager go to the Fund Manager section
SBI Arbitrage Opportunities Fund – Regular Plan – Dividend
SBI Arbitrage Opportunities Fund – Regular Plan – Growth
SBI Arbitrage Opportunities Fund – Direct Plan – Dividend
SBI Arbitrage Opportunities Fund – Direct Plan – Growth
**Expense ratio exclusive of Service Tax on Management Fees
To provide capital appreciation and regularincome for unit holders by identifyingprofitable arbitrage opportunities betweenthe spot and derivative market segments asalso through investment of surplus cash indebt and money market instruments.
Weekly SIP – Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks
Monthly – Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months
Quarterly – Minimum 1500 & in multiples of 1 thereafter for minimum 1 year
Choose the right funds and plan investments to make dreams happen with Family Solutions Tool.
Get a plan to invest a fixed amount every month and achieve your desired savings.
By registering on this portal, you hereby authorise SBI Mutual Fund, SBI Funds Management Pvt. Ltd. and/or its authorized service provider(s)to communicate Mutual Fund scheme related matters/documents and other information related to the investment products either through telephone, email or such other means overriding any NDNC registration. Please read the disclaimer & policy section of the website for more information
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Due to some technical issues, our toll free number 1800 425 5425 / 1800 209 3333 is temporarily unavailable. Inconvenience caused is highly regretted.