SBI Equity Opportunities Fund - Series IV

  • Category: EQUITY
  • AAUM: 185.71 Cr as on 31 Jan 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
  • Inception: October 07, 2015
  • Benchmark:
    N.A.
  • Exit Load:
as on
From To
Quantitative DataAs on
Expense Ratio*: 2.38
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/01/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
HDFC BANK LTD. 6.83
CCIL-CLEARING CORPORATION OF INDIA LTD (CBLO) 4.87
NHPC LTD. 3.16
OIL & NATURAL GAS CORPORATION LTD. 3.10
STATE BANK OF INDIA 3.00
GUFIC BIOSCIENCES LTD. 2.98
COLGATE PALMOLIVE (INDIA) LTD. 2.93
NATCO PHARMA LTD. 2.83
TECH MAHINDRA LTD. 2.83
TV TODAY NETWORK LTD. 2.74
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 18.57
ENERGY 17.97
AUTOMOBILE 7.81
CONSTRUCTION 7.28
PHARMA 7.21
CHEMICALS 5.96
FERTILISERS & PESTICIDES 5.74
INDUSTRIAL MANUFACTURING 5.59
CONSUMER GOODS 4.98
CBLO 4.87
    No Data available
Enter Date * :
Fund Manager
  • Mr. Anup Upadhyay

    Managing this fund since Sep 2016.

    Total experience 8 years .

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

    Investment Information
    SIP - N.A.
    Lumpsum -
    Switch - N.A.
    SWP - N.A.
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