SBI Equity Opportunities Fund - Series IV - Growth - Regular Plan

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  • Net Change on 25-10-2020

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments. However, there is can be no assurance that the investment objective of the scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 6.31 7.46 3.48 3.05 7.29 13.45

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Bluechip Fund - Growth May 23, 2008 0.70 3.70 7.97 23,422.81
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 -0.02 2.93 7.12 22,057.63
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 4.51 5.52 10.25 18,449.76
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 3.61 9.60 10.60 17,270.02
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 1.24 1.70 6.59 17,190.51

Fund Holdings as on 30-September-2020

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • Dixon Technologies (India) Ltd.

  • Divi's Laboratories Ltd.

  • Hindustan Unilever Ltd.

  • Tata Consultancy Services Ltd.

  • HCL Technologies Ltd.

  • JK Cement Ltd.

  • Colgate Palmolive (India) Ltd.

  • Bharti Airtel Ltd.

  • State Bank of India

  • Bharat Petroleum Corporation Ltd.

  • Neogen Chemicals Ltd.

  • Titan Company Ltd.

  • TREPS

  • Mayur Uniquoters Ltd.

  • CSB Bank Ltd.

  • Biocon Ltd.

  • Can Fin Homes Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • NTPC Ltd.

  • Sheela Foam Ltd.

  • Kotak Mahindra Bank Ltd.

  • Ajanta Pharma Ltd.

  • Rossari Biotech Ltd.

  • Relaxo Footwears Ltd.

  • Torrent Power Ltd.

  • Newgen Software Technologies Ltd.

  • Petronet LNG Ltd.

  • Nestle India Ltd.

  • ITC Ltd.

  • Axis Bank Ltd.

  • Coal India Ltd.

  • Navneet Education Ltd.

  • NRB Bearings Ltd.

  • Reliance Industries Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Household & Personal Products

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Consumer Durables - Electronics

  • Chemicals

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Telecommunication - Service Provider

  • Bank - Public

  • Diamond & Jewellery

  • Textile

  • Miscellaneous

  • Finance - Housing

  • Insurance

  • Footwear

  • Industrial Gases & Fuels

  • Consumer Food

  • Cigarettes/Tobacco

  • Mining & Minerals

  • Printing And Publishing

  • Bearings

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Fund Manager

  • Education:BTECH (Hons), PGDM
  • Experience:7 years
  • Basic Details:Mr. Upadhyay has 7 years experience in which 4 years with SBI Mutual Fund. He has been working as an equity analyst for technology, telecom and education sectors with SBI Mutual Fund since May 2007. Earlier, he has worked with Tata Consultancy Services for one year in 2004-05.
  • Funds Managed:
  • SBI Magnum Global Fund
  • SBI Magnum Multicap Fund
  • SBI Technology Opportunities Fund
  • Cash

  • Equity

  • Rights

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About SBI Equity Opportunities Fund - Series IV

Scheme Analysis

SBI Equity Opportunities Fund - Series IV is a Equity - Large Cap Fund fund and belongs to SBI Mutual Fund. It was launched on 26-Oct-2015 and currently has an AUM of ₹16.25 crore. SBI Equity Opportunities Fund - Series IV is benchmarked against S&P BSE 500 as primary index.

The NAV of SBI Equity Opportunities Fund - Series IV ended down ₹0(0%)yesterday to ₹15.59.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The SBI Equity Opportunities Fund - Series IV is managed by Anup Upadhyay .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com