SBI Equity Opportunities Fund Series IV Regular Growth-0.36%

3Groww
-9.57%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
3Y
All

Fund Details

SBI Equity Opportunities Fund Series IV Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.72%
NAV14.7 (20 Aug 2019)
Fund Started26 Oct 2015
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Equity Opportunities Fund Series IV Regular Growth
-9.6%
8.3%
NA
10.7%
Category Average
-9.1%
6.5%
NA
-
Rank within category
23
1
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with -9.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.5%
    ICICI Bank Ltd.FinancialEquity6.8%
    Infosys Ltd.TechnologyEquity6.2%
    Axis Bank Ltd.FinancialEquity5.0%
    ITC Ltd.FMCGEquity4.8%
    State Bank of IndiaFinancialEquity3.7%
    Reliance Industries Ltd.EnergyEquity3.3%
    Bharti Airtel Ltd.CommunicationEquity3.3%
    Muthoot Finance Ltd.FinancialEquity3.3%
    Bajaj Finance Ltd.FinancialEquity3.1%
    See All

    Other Details

    SBI Equity Opportunities Fund Series IV Regular Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 26 Oct 2015. Anup Upadhyay is the Current Fund Manager of SBI Equity Opportunities Fund Series IV Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹16 Cr and the Latest NAV as of 20 Aug 2019 is ₹14.7.

    The SBI Equity Opportunities Fund Series IV Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments. However, there is can be no assurance that the investment objective of the scheme will be achieved.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    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
    28 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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