SBI Equity Opportunities Fund Series IV Growth

Equity
Diversified
Very High Risk
22.76%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021
₹25.88
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹26.89Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (38)

NameSectorInstrumentAssets
FinancialEquity8.09%
FinancialEquity6.78%
TechnologyEquity5.24%
HealthcareEquity4.87%
FinancialEquity4.47%
EngineeringEquity2.96%
TechnologyEquity2.96%
TechnologyEquity2.67%
ChemicalsEquity2.63%
TextilesEquity2.59%
EnergyEquity2.58%
TechnologyEquity2.57%
Consumer DurableEquity2.49%
FMCGEquity2.45%
FMCGEquity2.39%
EnergyEquity2.15%
Consumer DurableEquity1.96%
EnergyEquity1.96%
FinancialEquity1.92%
FinancialEquity1.91%
FMCGEquity1.90%
ConstructionEquity1.87%
FinancialEquity1.81%
FMCGEquity1.78%
ConstructionEquity1.78%
FinancialEquity1.76%
FinancialEquity1.75%
AutomobileEquity1.65%
EnergyEquity1.65%
FinancialEquity1.63%
FMCGEquity1.62%
HealthcareEquity1.50%
HealthcareEquity1.47%
EnergyEquity1.36%
InsuranceEquity1.36%
FMCGEquity1.24%
FMCGEquity1.12%
EnergyEquity1.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns66.0%22.8%16.4%17.2%
Category average48.8%24.5%NANA
Rank with in categoryNANANANA
Understand terms

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Anup Upadhyay
Sep 2016 - Present
View details

Education
Mr. Upadhyay has done B.Tech, PGDM and CFA
Experience
Prior to joining SBI Mutual Fund, he has worked with TCS
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
NA
SBI Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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