6M
1Y
3Y
5Y
All
Fund Details
SBI Equity Opportunities Fund Series IV Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.33% |
| NAV | ₹18.71 (20 Jan 2021) |
|---|---|
| Fund Started | 26 Oct 2015 |
| Fund Size | ₹20 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
15.0%
3.1%
14.2%
14.0%
Category Average
19.8%
5.7%
13.2%
-
Rank Within Category
18
13
1
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 15.0% 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 | 10.5% |
| ICICI Bank Ltd. | Financial | Equity | 6.6% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 6.4% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 5.3% |
| JK Cement Ltd | Construction | Equity | 4.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| State Bank of India | Financial | Equity | 3.5% |
| Reliance Industries Ltd. | Energy | Equity | 3.5% |
| HCL Technologies Ltd. | Technology | Equity | 3.2% |
See All
Fund Managers
Anup Upadhyay
SBI Equity Opportunities Fund Series IV Regular Growth Details
SBI Equity Opportunities Fund Series IV Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 20 Jan 2021 is ₹18.71.
The SBI Equity Opportunities Fund Series IV Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
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 Regular 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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