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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹27 Cr
Lock In Period
N/A
Expense Ratio
1.38
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for SBI Equity Opportunities Fund - Series IV Growth include a ₹25.8789 NAV as of Oct 25,2021 and returns since inception of 85.09%. Minimum investments start at SIP ₹0. The SBI Equity Opportunities Fund - Series IV Growth AUM is ₹27 Cr, with a lock-in of N/A years, expense ratio of 1.38%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 4.61% returns, against a category average of -2.24% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.61 | -2.24 | 7.74 |
| 6M | 30.71 | 1.01 | 64.49 |
| 1Y | 66.00 | 5.68 | 137.57 |
| 3Y | 22.78 | 13.26 | 202.94 |
Portfolio Analysis
- Equity: 93.89%
- Debt: 6.11%
- Others
As on: 2021-09-30
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About Fund
SBI Equity Opportunities Fund - Series IV Growth managed by SBI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹27 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.38. Under the expert guidance of Anup Upadhyay ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Equity Opportunities Fund - Series IV Growth | 0 | 26.89 CR | 1.38 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Equity Opportunities Fund - Series IV Growth | 65.9968 | 85.0873 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
SBI Equity Opportunities Fund - Series IV Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Equity Opportunities Fund - Series IV Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Equity Opportunities Fund - Series IV Growth’s fund performance is as follows:
- 1 Month : 4.61%
- 6 Months : 30.71%
- 1 Year : 66.00%
- 3 Years : 22.78%
You can invest in SBI Equity Opportunities Fund - Series IV Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Equity Opportunities Fund - Series IV Growth is ₹27 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Equity Opportunities Fund - Series IV Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500