SBI Equity Opportunities Fund Series IV Regular Growth+0.15%

0.52%
1 Year Return
Equity
Diversified
3.0star
6M
1Y
3Y
All

Fund Details

SBI Equity Opportunities Fund Series IV Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.33%
NAV15.59 (23 Oct 2020)
Fund Started26 Oct 2015
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Equity Opportunities Fund Series IV Regular Growth
0.5%
0.4%
NA
9.3%
Category Average
2.7%
1.3%
7.1%
-
Rank within category
22
5
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
    0
    with 0.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    Reliance Industries Ltd.EnergyEquity6.3%
    ICICI Bank Ltd.FinancialEquity5.7%
    Dixon Technologies (India) Ltd.EngineeringEquity5.4%
    Divi's Laboratories Ltd.HealthcareEquity5.1%
    Hindustan Unilever Ltd.FMCGEquity4.3%
    Tata Consultancy Services Ltd.TechnologyEquity4.0%
    HCL Technologies Ltd.TechnologyEquity3.7%
    JK Cement LtdConstructionEquity3.6%
    Colgate-Palmolive (India) Ltd.FMCGEquity3.4%
    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 ₹16 Cr and the Latest NAV as of 23 Oct 2020 is ₹15.59.

    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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    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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