Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
SBI Equity Opportunities Fund Series IV Direct Growth
+23.58%
3Y annualised
+0.03% 1D
NAV: 25 Oct '21
₹27.43
Min. for SIP
Not Supported
Fund size
₹26.89 Cr
Expense ratio
0.74%
Holdings (38)
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +66.8% | +23.6% | +17.4% | +18.3% |
| Category average (Equity Diversified) | +48.8% | +24.5% | -- | -- |
| Rank (Equity Diversified) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
About SBI Equity Opportunities Fund Series IV Direct Growth
SBI Equity Opportunities Fund Series IV Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. The fund currently has an Asset Under Management(AUM) of ₹12,68,213 Cr and the Latest NAV as of 25 Oct 2021 is ₹27.43.
The SBI Equity Opportunities Fund Series IV Direct Growth is rated Very High risk.
;
Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,68,212.64 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,