1M
6M
1Y
3Y
5Y
All
| NAV: 25 Oct 2021 | ₹25.88 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹26.89Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Multi Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 66.0% | 22.8% | 16.4% | 17.2% |
| Category average | 28.7% | NA | NA | NA |
| Rank with in category | NA | NA | NA | NA |
Understand terms
Holdings (38)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 8.1% |
ICICI Bank Ltd. | Financial | Equity | 6.8% |
HCL Technologies Ltd. | Technology | Equity | 5.2% |
Divi's Laboratories Ltd. | Healthcare | Equity | 4.9% |
State Bank of India | Financial | Equity | 4.5% |
Infosys Ltd. | Technology | Equity | 3.0% |
Dixon Technologies (India) Ltd. | Engineering | Equity | 3.0% |
Newgen Software Technologies Ltd. | Technology | Equity | 2.7% |
Neogen Chemicals Ltd. | Chemicals | Equity | 2.6% |
Page Industries Ltd. | Textiles | Equity | 2.6% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.36%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Anup UpadhyaySep 2016 - PresentView details
Anup Upadhyay
Sep 2016 - Present
View details
Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Experience
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NAWebsite
www.sbimf.com
SBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
SBI Equity Opportunities Fund Series IV Regular Growth
VS
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