6M
1Y
3Y
5Y
All
Fund Details
SBI Equity Opportunities Fund Series IV Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.58% |
| NAV | ₹19.03 (25 Jan 2021) |
|---|---|
| Fund Started | 26 Oct 2015 |
| Fund Size | ₹20 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
9.6%
3.0%
14.0%
4.6%
Category Average
15.6%
4.8%
11.9%
-
Rank Within Category
20
12
1
-
*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 9.6% 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 | 9.9% |
| ICICI Bank Ltd. | Financial | Equity | 7.0% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 6.8% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.3% |
| HCL Technologies Ltd. | Technology | Equity | 5.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| State Bank of India | Financial | Equity | 3.7% |
| Bharti Airtel Ltd. | Communication | Equity | 3.3% |
| Page Industries Ltd. | Textiles | Equity | 3.1% |
| Colgate-Palmolive (India) Ltd. | FMCG | Equity | 3.0% |
See All
Fund Managers
Anup Upadhyay
SBI Equity Opportunities Fund Series IV Direct Growth Details
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 26 Oct 2015. Anup Upadhyay is the Current Fund Manager of SBI Equity Opportunities Fund Series IV Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 25 Jan 2021 is ₹19.03.
The SBI Equity Opportunities Fund Series IV 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 IV 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
partnerforlife@sbimf.comWebsite
NASBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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