SBI Equity Opportunities Fund - Series IV

  • Category: EQUITY
  • AAUM: 176.58 Cr as on 31 May 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*: 2.39
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  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
HDFC BANK LTD. 7.66
INFOSYS LTD. 5.43
CCIL-CLEARING CORPORATION OF INDIA LTD (CBLO) 4.52
MAGMA FINCORP LTD. 4.28
GUFIC BIOSCIENCES LTD. 3.56
COLGATE PALMOLIVE (INDIA) LTD. 3.46
POWER MECH PROJECTS LTD. 3.35
NESTLE INDIA LTD. 3.03
MUTHOOT CAPITAL SERVICES LTD. 3.03
NHPC LTD. 2.99
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 26.11
ENERGY 14.77
CONSTRUCTION 10.78
CONSUMER GOODS 8.49
IT 5.43
CBLO 4.52
FERTILISERS & PESTICIDES 4.01
CHEMICALS 3.99
TELECOM 3.96
PHARMA 3.56
    No Data available
Enter Date * :
Fund Manager
  • Mr. Anup Upadhyay

    Managing this fund since Sep 2016.

    Total experience 11 years .

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