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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹319 Cr

Lock In Period

N/A

Expense Ratio

3.09

Benchmark

BSE 500

Exit Load

Nil

Summary

Latest details for SBI Equity Opportunities Fund - Series II Growth include a ₹ NAV as of May 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The SBI Equity Opportunities Fund - Series II Growth AUM is ₹319 Cr, with a lock-in of N/A years, expense ratio of 3.09%, and benchmark BSE 500. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.83% and a category best of 21.58%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.8321.58
6M0.001.5564.49
1Y0.004.89137.57
3Y0.0014.28202.94

Portfolio Analysis

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  • Debt:
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About Fund

SBI Equity Opportunities Fund - Series II Growth managed by SBI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹319 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 3.09. 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.

Fund Managers

Anup Upadhyay

Mr. Anup has done BTECH (Hons), PGDM. He has over 7 years experience with over years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst and currently is a fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundJM Small Cap Fund Growth0560.03 CR2.37
This FundAbakkus Flexi Cap Fund Growth03140.68 CR1.89
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundJM Small Cap Fund Growth14.27540
This FundAbakkus Flexi Cap Fund Growth00
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

SBI Equity Opportunities Fund - Series II 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 II Growth is 3.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Equity Opportunities Fund - Series II Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of SBI Equity Opportunities Fund - Series II Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in SBI Equity Opportunities Fund - Series II 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 II Growth is ₹319 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Equity Opportunities Fund - Series II 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