Home>Mutual Funds>SBI Mutual Fund>SBI Equity Opportunities Fund Series IV Regular Growth
shareSHARE

SBI Equity Opportunities Fund Series IV Regular Growth+0.38%

14.97%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Equity Opportunities Fund Series IV Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.33%
NAV₹18.71 (20 Jan 2021)
Fund Started26 Oct 2015
Fund Size20 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 amount500
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

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity10.5%
ICICI Bank Ltd.FinancialEquity6.6%
Dixon Technologies (India) Ltd.EngineeringEquity6.4%
Divi's Laboratories Ltd.HealthcareEquity5.3%
JK Cement LtdConstructionEquity4.2%
Hindustan Unilever Ltd.FMCGEquity3.9%
Tata Consultancy Services Ltd.TechnologyEquity3.7%
State Bank of IndiaFinancialEquity3.5%
Reliance Industries Ltd.EnergyEquity3.5%
HCL Technologies Ltd.TechnologyEquity3.2%
See All

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

Compare Funds

SBI Equity Opportunities Fund Series IV Regular Growth
VS
search

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,
Similar Funds