Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 25.8789
NAV (Oct 25)
Last 1Y | 66% |
Last 3Y | 22.8% |
Last 5Y | 16.5% |
Last 10Y | NA |
Since Inception | 17.2% |
6 Month CAGR | 30.7% |
'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 (9y ago) | Oct 26, 2015 |
AUM in Crores | 26.885 |
ISIN | INF200KA1GP5 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 21.9 |
Standard Deviation (5yr) | 19.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.601 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Equity Opportunities Fund Series IV (Growth) | 11,07,517 | 3,74,905 | 16.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.9% | 7.7% | ||
6.9% | 7.7% | ||
6.9% | 7.7% |
SBI Equity Opportunities Fund Series IV (G) is a Multi Cap Equity fund and has delivered an annualised return of 17.2% over a period of 8 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 IV (G) as of 10/25/2021 is ₹25.88 with the total AUM as of 4/23/2024 is ₹26.885. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Opportunities Fund Series IV (G) was launched on Oct 26, 2015. The category risk of the fund is Moderately High risk.
The minimum SIP amount for SBI Equity Opportunities Fund Series IV (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 IV (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 IV (G) is rated as a 0 fund in Equity and delivered 66% 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 IV (G).
What is SBI Equity Opportunities Fund Series IV (G)?
How to invest in SBI Equity Opportunities Fund Series IV (G)?
You can invest in SBI Equity Opportunities Fund Series IV (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 IV (G)?
The minimum sip amount for SBI Equity Opportunities Fund Series IV (G) is ₹0. You can invest in multiples of ₹5000.
Is SBI Equity Opportunities Fund Series IV (G) good to invest in?
As per Scripbox experts, SBI Equity Opportunities Fund Series IV (G) is a Not Reviewed Yet fund. You can investSBI Equity Opportunities Fund Series IV (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 IV (G)?
The expense ratio of the SBI Equity Opportunities Fund Series IV (G) is % for regular plan.