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SBI Equity Opportunities Fund Series IV Regular Dividend+0.08%

6.96%
1 Year Return
Equity
Diversified
6M
1Y
3Y
5Y
All

Fund Details

SBI Equity Opportunities Fund Series IV Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.33%
NAV14.52 (02 Dec 2020)
Fund Started26 Oct 2015
Fund Size17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.0%
2.5%
11.0%
-13.2%
Category Average
11.9%
3.7%
10.2%
-
Rank Within Category
23
9
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 7.0% annual returns

    Comparison

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    Found nothing so far.
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    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.6%
    ICICI Bank Ltd.FinancialEquity6.1%
    Reliance Industries Ltd.EnergyEquity5.6%
    Dixon Technologies (India) Ltd.EngineeringEquity5.5%
    Divi's Laboratories Ltd.HealthcareEquity5.1%
    JK Cement LtdConstructionEquity4.3%
    Hindustan Unilever Ltd.FMCGEquity4.2%
    Tata Consultancy Services Ltd.TechnologyEquity4.1%
    HCL Technologies Ltd.TechnologyEquity3.7%
    Colgate-Palmolive (India) Ltd.FMCGEquity3.5%
    See All

    SBI Equity Opportunities Fund Series IV Regular Dividend Details

    SBI Equity Opportunities Fund Series IV Regular Dividend 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 Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹17 Cr and the Latest NAV as of 02 Dec 2020 is ₹14.52.

    The SBI Equity Opportunities Fund Series IV Regular Dividend 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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    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
    SBI 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,
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