Schemes aimed at retirement planning and children benefit

Invests its corpus in debt instruments maturing in line with the scheme tenure

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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

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