6M
1Y
3Y
5Y
All
Fund Details
SBI Equity Opportunities Fund Series I Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.41% |
| NAV | ₹17.04 (14 Oct 2020) |
|---|---|
| Fund Started | 07 Oct 2014 |
| Fund Size | ₹32 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
5.3%
2.3%
7.3%
1.2%
Category Average
66.0%
9.5%
14.8%
-
Rank Within Category
20
4
2
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 5.3% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| Reliance Industries Ltd. | Energy | Equity | 6.5% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.5% |
| Rossari Biotech Ltd. | Chemicals | Equity | 4.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.9% |
| JK Cement Ltd | Construction | Equity | 3.5% |
| Bharti Airtel Ltd. | Communication | Equity | 3.3% |
| State Bank of India | Financial | Equity | 2.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.8% |
See All
Fund Managers
Anup Upadhyay
SBI Equity Opportunities Fund Series I Direct Growth Details
SBI Equity Opportunities Fund Series I Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 07 Oct 2014. Anup Upadhyay is the Current Fund Manager of SBI Equity Opportunities Fund Series I Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 14 Oct 2020 is ₹17.04.
The SBI Equity Opportunities Fund Series I Direct Growth is rated Moderately High risk.
Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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SBI Equity Opportunities Fund Series I Direct Growth
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About SBI Mutual Fund
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]Website
NASBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.com