| NAV: 25 Oct 2021 | ₹27.43 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹26.89Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 66.8% | 23.6% | 17.4% | 18.3% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | NA | NA | NA |
Holdings (38)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.1% |
| ICICI Bank Ltd. | Financial | Equity | 6.8% |
| HCL Technologies Ltd. | Technology | Equity | 5.2% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 4.9% |
| State Bank of India | Financial | Equity | 4.5% |
| Infosys Ltd. | Technology | Equity | 3.0% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.0% |
| Newgen Software Technologies Ltd. | Technology | Equity | 2.7% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 2.6% |
| Page Industries Ltd. | Textiles | Equity | 2.6% |
Expense ratio, exit load and tax
Expense ratio: 0.74%
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.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Anup UpadhyaySep 2016 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in SBI Equity Opportunities Fund Series IV Direct Growth?
You can easily invest in SBI Equity Opportunities Fund Series IV Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for SBI Equity Opportunities Fund Series IV Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in SBI Equity Opportunities Fund Series IV Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does SBI Equity Opportunities Fund Series IV Direct Growth provide?
The SBI Equity Opportunities Fund Series IV Direct Growth has been there from 26 Oct 2015 and the average annual returns provided by this fund is 66.81% since its inception.
How much expense ratio is charged by SBI Equity Opportunities Fund Series IV Direct Growth?
The term
Expense Ratio used for SBI Equity Opportunities Fund Series IV Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of SBI Equity Opportunities Fund Series IV Direct Growth is 0.74% as of 12 Aug 2022...
What is the AUM of SBI Equity Opportunities Fund Series IV Direct Growth?
The AUM, short for Assets Under Management of SBI Equity Opportunities Fund Series IV Direct Growth is ₹26.89Cr as of 12 Aug 2022.
How to Redeem SBI Equity Opportunities Fund Series IV Direct Growth?
If you want to sell your SBI Equity Opportunities Fund Series IV Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of SBI Equity Opportunities Fund Series IV Direct Growth?
What is the NAV of SBI Equity Opportunities Fund Series IV Direct Growth?
The NAV of SBI Equity Opportunities Fund Series IV Direct Growth is ₹27.43 as of 25 Oct 2021.
