Name: SBI Equity Opportunities Fund Series IV Regular Growth
Brand: SBI Mutual Fund

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SBI Equity Opportunities Fund Series IV Regular Growth
Equity
Multi Cap
Very High Risk
72.46%
1Y return
-0.28% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 24 Sep 2021₹24.74
Min. SIP amountNA
Rating3star
Fund size₹26.15 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns72.5%18.2%15.7%16.5%
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (39)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity8.2%
ICICI Bank Ltd.
FinancialEquity7.2%
Divi's Laboratories Ltd.
HealthcareEquity5.4%
HCL Technologies Ltd.
TechnologyEquity5.0%
State Bank of India
FinancialEquity4.3%
Infosys Ltd.
TechnologyEquity3.1%
Tech Mahindra Ltd.
TechnologyEquity2.8%
Dixon Technologies (India) Ltd.
EngineeringEquity2.8%
Newgen Software Technologies Ltd.
TechnologyEquity2.7%
Page Industries Ltd.
TextilesEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2021 - Present
1.36%
30 Sep 2020 - 31 Mar 2021
1.33%
31 Mar 2020 - 30 Sep 2020
1.33%
30 Sep 2019 - 31 Mar 2020
1.33%
31 Mar 2019 - 30 Sep 2019
2.72%
30 Sep 2018 - 31 Mar 2019
2.73%
31 Mar 2018 - 30 Sep 2018
2.66%
Expense ratio, exit load and taxExpense ratio: 1.36%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAnup Upadhyay
Sep 2016 - Present
View details
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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
SBI Technology Opportunities Fund IDCW
SBI Magnum Global Fund Growth
SBI Magnum Global Fund IDCW
SBI Flexicap Fund Growth
SBI Flexicap Fund IDCW
SBI Magnum Global Direct Plan IDCW
SBI Magnum Global Direct Plan Growth
SBI Flexicap Fund Direct IDCW
SBI Flexicap Fund Direct Growth
SBI Technology Opportunities Fund Direct IDCW
SBI Technology Opportunities Fund Growth
SBI Technology Opportunities Fund Direct Growth
SBI Equity Opportunities Fund Series I Regular Growth
SBI Equity Opportunities Fund Series I Regular IDCW
SBI Equity Opportunities Fund Series I Direct Growth
SBI Equity Opportunities Fund Series IV Direct Growth
SBI Equity Opportunities Fund Series IV Regular Growth
SBI Equity Opportunities Fund Series IV Regular IDCW
SBI Equity Opportunities Fund Series IV Direct IDCW
SBI Long Term Advantage Fund Series V Regular IDCW
SBI Long Term Advantage Fund Series V Direct Growth
SBI Long Term Advantage Fund Series V Regular Growth
SBI Long Term Advantage Fund Series V Direct IDCW
SBI Long Term Advantage Fund Series VI Regular Growth
SBI Long Term Advantage Fund Series VI Regular IDCW
SBI Long Term Advantage Fund Series VI Direct Growth
SBI Long Term Advantage Fund Series VI Direct IDCW
Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
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 i
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 29 Jun 1987. 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 ₹4,99,821 Cr and the Latest NAV as of 24 Sep 2021 is ₹24.74.
The SBI Equity Opportunities Fund Series IV Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments.
Fund benchmarkS&P BSE 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.camsonline.com
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SBI Equity Opportunities Fund Series IV Regular Growth
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	1Y	3Y	5Y	All
Fund returns	72.5%	18.2%	15.7%	16.5%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	8.2%
ICICI Bank Ltd.	Financial	Equity	7.2%
Divi's Laboratories Ltd.	Healthcare	Equity	5.4%
HCL Technologies Ltd.	Technology	Equity	5.0%
State Bank of India	Financial	Equity	4.3%
Infosys Ltd.	Technology	Equity	3.1%
Tech Mahindra Ltd.	Technology	Equity	2.8%
Dixon Technologies (India) Ltd.	Engineering	Equity	2.8%
Newgen Software Technologies Ltd.	Technology	Equity	2.7%
Page Industries Ltd.	Textiles	Equity	2.6%

Rating	3
Fund size	₹26.15 Cr