SBI Equity Opportunities Fund - Series IV

  • Category: EQUITY
  • AAUM: 168.69 Cr as on 31 Mar 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  28/03/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
HDFC BANK LTD. 7.07
TV TODAY NETWORK LTD. 3.27
NHPC LTD. 3.27
TECH MAHINDRA LTD. 3.24
POWER MECH PROJECTS LTD. 3.07
COLGATE PALMOLIVE (INDIA) LTD. 3.04
OIL & NATURAL GAS CORPORATION LTD. 2.98
CCIL-CLEARING CORPORATION OF INDIA LTD (CBLO) 2.97
GUFIC BIOSCIENCES LTD. 2.93
VEDANTA LTD. 2.76
Sectoral Breakdown (in %)
IndustryRatio
FINANCIAL SERVICES 22.53
ENERGY 15.85
CONSTRUCTION 10.67
CONSUMER GOODS 7.86
FERTILISERS & PESTICIDES 5.86
METALS 5.31
CHEMICALS 4.29
TELECOM 3.70
INDUSTRIAL MANUFACTURING 3.65
MEDIA AND ENTERTAINMENT 3.27
    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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