SBI Arbitrage Fund Direct-Growth
Hybrid: Arbitrage - Growth (Open ended)
SEBI Riskometer: LowCategory: Hybrid: ArbitrageBenchmark: NIFTY 50 Arbitrage Total Return Index Check Portfolio Overlap →
NAV: ₹39.02-0.16%
22 Oct 2026
Similar Funds
Side-by-side comparison of SBI Arbitrage Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.51% | 6.53% | 18 / 34 |
| 3Y Return | +7.20% | 7.13% | 14 / 26 |
| 5Y Return | +6.83% | 6.61% | 7 / 24 |
| 10Y Return | +6.24% | 6.09% | 11 / 15 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Arbitrage
Top funds by AUM in the Hybrid: Arbitrage category — see how SBI Arbitrage Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 50 Arbitrage Total Return Index
Top funds tracking the NIFTY 50 Arbitrage Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to SBI Arbitrage Fund Direct-Growth?
Funds similar to SBI Arbitrage Fund Direct-Growth in the Hybrid: Arbitrage category include Kotak Arbitrage Fund Direct-Growth, ICICI Prudential Arbitrage Direct-Growth, and Invesco India Arbitrage Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Arbitrage Fund Direct-Growth in its category?
On a 3-year return basis SBI Arbitrage Fund Direct-Growth is ranked 14 out of 26 funds in the Hybrid: Arbitrage category as of 21 Oct 2026. On a 5-year return basis it ranks 7 out of 24. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI Arbitrage Fund Direct-Growth's expense ratio compare to similar funds?
SBI Arbitrage Fund Direct-Growth has an expense ratio of 1.47%. The peers Kotak Arbitrage Fund Direct-Growth has an expense ratio of 2.31% and ICICI Prudential Arbitrage Direct-Growth has 1.63%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI Arbitrage Fund Direct-Growth's AUM compare to similar funds?
SBI Arbitrage Fund Direct-Growth has an AUM of ₹46,309.1 crore. The peers Kotak Arbitrage Fund Direct-Growth has an AUM of ₹75,275 crore and ICICI Prudential Arbitrage Direct-Growth has ₹35,576.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Arbitrage?
The top performing fund in the Hybrid: Arbitrage category on a 3-year basis is Invesco India Arbitrage Fund Direct-Growth with a CAGR of 7.41% as of 21 Oct 2026. SBI Arbitrage Fund Direct-Growth has delivered 7.20% CAGR over the same period, ranking 14 out of 26 funds. You can view and compare the full category ranking on sharpely.
How does SBI Arbitrage Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI Arbitrage Fund Direct-Growth has a Sharpe ratio of 2.86 compared to the Hybrid: Arbitrage average of 2.60 as of 21 Oct 2026. It ranks 7 out of 26 funds in its category on Sharpe ratio.