• Mutual Funds
  • SBI Mutual Fund
  • SBI Equity Opportunities Fund Series I (Growth)
SBI Mutual Fund

SBI Equity Opportunities Fund Series I (Growth)

EquityDiversified

16.4794

NAV (Oct 14)

6.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.4794

NAV (Oct 14)

Fund Returns

Last 1Y
4.4%
Last 3Y
1.3%
Last 5Y
6.7%
Last 10Y
NA
Since Inception
8.7%
6 Month CAGR
25.3%

Scheme Information

Investment 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 '

Expense Ratio
0
Launched (10y ago)
Oct 07, 2014
AUM in Crores
32.690
ISIN
INF200K014S8
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
21.8
Standard Deviation (5yr)
19.3
Beta (3yr)
0
Beta (5yr)
0.98
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0.11
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Equity Opportunities Fund Series I (Growth)70%8,61,233 1,28,6216.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2020-10-14

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

6.9%

7.7%

6.9%

7.7%

6.9%

7.7%

SBI Equity Opportunities Fund Series I (G) Review

SBI Equity Opportunities Fund Series I (G) is a Diversified Equity fund and has delivered an annualised return of 8.7% over a period of 9 years. The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is null.

Nav of SBI Equity Opportunities Fund Series I (G) as of 10/14/2020 is ₹16.48 with the total AUM as of 4/19/2024 is ₹32.69. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Opportunities Fund Series I (G) was launched on Oct 07, 2014. The category risk of the fund is High Risk.

The minimum SIP amount for SBI Equity Opportunities Fund Series I (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Equity Opportunities Fund Series I (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

SBI Equity Opportunities Fund Series I (G) is rated as a 0 fund in Equity and delivered 4.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Equity Opportunities Fund Series I (G).

Frequently Asked Questions

What is SBI Equity Opportunities Fund Series I (G)?

SBI Equity Opportunities Fund Series I (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Equity Opportunities Fund Series I (G)?

You can invest in SBI Equity Opportunities Fund Series I (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Equity Opportunities Fund Series I (G)?

The minimum sip amount for SBI Equity Opportunities Fund Series I (G) is ₹0. You can invest in multiples of ₹5000.

Is SBI Equity Opportunities Fund Series I (G) good to invest in?

As per Scripbox experts, SBI Equity Opportunities Fund Series I (G) is a Not Reviewed Yet fund. You can investSBI Equity Opportunities Fund Series I (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Equity Opportunities Fund Series I (G)?

The expense ratio of the SBI Equity Opportunities Fund Series I (G) is % for regular plan.