SBI Equity Opportunities Fund - Sr.IV (D)

SBI Equity Opportunities Fund - Sr.IV (D)

AMC Name: SBI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 500 TRI
Fund Manager Anup Upadhyay
Fund Horizon CLOSE
Inception Date 26-Oct-2015
Scheme AUM(CR) ` 16.18
Minimum SIP/LUMPSUM ` / `
Increment SIP/LUMPSUM ` / `
SIP Dates
Entry Load Nil
Exit Load Nil
Expense Ratio 2.72

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -3.15% -4.44%
3 Month -5.72% -7.26%
6 Month 1.98% -1.33%
1 Year -11.28% -9.87%
3 Year 7.58% 7.56%
5 Year 0.00% 8.11%
Since Inception 10.01% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others