SBI Equity Opportunities Fund Series I Direct Growth

Equity
Multi Cap
Moderately High Risk
2.26%
3Y annualised
+0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2020₹17.04
Min. SIP amountNot Supported
RatingNA
Fund size₹32.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%2.3%7.3%9.3%
Category average66.0%9.5%14.8%NA
Rank with in category2042NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
FinancialEquity8.7%
EnergyEquity6.5%
Divi's Laboratories Ltd.
HealthcareEquity5.5%
FinancialEquity5.5%
ChemicalsEquity4.2%
TechnologyEquity3.9%
ConstructionEquity3.5%
CommunicationEquity3.3%
State Bank of India
FinancialEquity2.9%
FMCGEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anup Upadhyay
Sep 2016 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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