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  • SBI Equity Opportunities Fund Series IV (Growth)
SBI Mutual Fund

SBI Equity Opportunities Fund Series IV (Growth)

EquityMulti Cap

25.8789

NAV (Oct 25)

16.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

25.8789

NAV (Oct 25)

Fund Returns

Last 1Y
66%
Last 3Y
22.8%
Last 5Y
16.5%
Last 10Y
NA
Since Inception
17.2%
6 Month CAGR
30.7%

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 (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
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Equity Opportunities Fund Series IV (Growth)70%11,07,517 3,74,90516.5%
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 2021-10-25

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

₹ 41,281 cr

₹ 60,559 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 IV (G) Review

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).

Frequently Asked Questions

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

SBI Equity Opportunities Fund Series IV (G) is a Multi Cap 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 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.