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SBI Equity Opportunities Fund – Series I - Direct Plan - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
Fund House : SBI Mutual Fund
  • NAV
    : ₹ 17.0443 0.21%
    (as on 14th October, 2020)
This scheme closed on 14-10-2020 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
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    S&P BSE 500
  • NA
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  • Gold
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Returns (NAV as on 14th October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 07-Oct-20 10087.00 0.87% - 13/62
1 Month 14-Sep-20 9959.10 -0.41% - 41/64
3 Month 14-Jul-20 11257.70 12.58% - 14/64
6 Month 14-Apr-20 12587.40 25.87% - 34/63
YTD 01-Jan-20 9872.60 -1.27% - 33/63
1 Year 14-Oct-19 10533.70 5.34% 5.32% 31/63
2 Year 14-Oct-18 11546.10 15.46% 7.44% 25/60
3 Year 14-Oct-17 10693.60 6.94% 2.26% 17/35
5 Year 14-Oct-15 14251.80 42.52% 7.33% 19/29
Since Inception 07-Oct-14 17044.30 70.44% 9.25% 28/63

SIP Returns (NAV as on 14th October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Oct-19 12000 12994.37 8.29 % 15.61 %
2 Year 14-Oct-18 24000 26107.28 8.78 % 8.29 %
3 Year 14-Oct-17 36000 38720.39 7.56 % 4.78 %
5 Year 14-Oct-15 60000 70246.59 17.08 % 6.23 %
 

Tax Treatment

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Quant Active Fund - Direct Plan - Growth NA 133.05 11.17 30.91 51.81 51.06 16.10
PGIM India Diversified Equity Fund - Direct Plan - Growth 5 503.32 7.81 25.88 42.29 38.84 14.34
UTI Equity Fund - Direct Plan - Growth 5 14860.64 7.87 27.82 46.29 32.80 16.19
Parag Parikh Long Term Equity Fund - Direct Plan - Growth NA 6392.80 3.85 12.49 27.50 32.33 15.23
Canara Robeco Equity Diversified - Direct Plan - Growth 5 3055.60 5.95 20.46 34.11 24.16 13.14
Union Multi Cap Fund - Direct Plan - Growth 4 445.99 6.95 22.21 36.39 23.02 10.59
Franklin India Equity Fund - Direct - Growth 2 9033.23 9.97 34.95 44.61 22.77 7.69
Baroda Multi Cap Fund - Plan B (Direct) - Growth 3 959.30 6.48 25.99 38.30 22.45 6.53
Invesco India Multicap Fund - Direct Plan - Growth 4 1089.96 7.42 25.39 37.00 21.63 4.52
DSP Equity Fund - Direct Plan - Growth 4 4613.17 6.19 28.24 36.71 20.81 10.27

More Funds from SBI Mutual Fund

Out of 126 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 4 is/are ranked 4 * , 16 is/are ranked 3 * , 3 is/are ranked 2 * , 2 is/are ranked 1 * , and 100 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
SBI Liquid Fund - Direct Plan - Growth 3 45644.20 0.24 0.75 1.58 4.14 6.02
SBI Equity Hybrid Fund - Direct Plan - Growth 3 35655.46 4.75 20.87 26.03 15.39 10.07
SBI Corporate Bond Fund - Direct Plan - Growth 3 28522.29 -0.03 1.15 2.46 10.36 0.00
SBI Blue Chip Fund - Direct Plan - Growth 3 25925.01 6.82 28.05 38.98 19.57 9.32
SBI Short Term Debt Fund - Direct Plan - Growth 3 23311.05 0.00 1.29 2.59 9.71 8.82
SBI Savings Fund - Direct Plan - Growth 2 22019.08 0.26 0.93 2.14 6.08 7.40
SBI Magnum Low Duration Fund - Direct Plan - Growth 2 16320.31 0.25 1.07 2.32 7.09 7.81
SBI Magnum Ultra Short Duration Fund - Direct Plan - Growth 3 14272.32 0.22 0.87 1.97 5.82 7.33
SBI Focused Equity Fund - Direct Plan - Growth 4 12760.97 3.33 24.23 29.62 15.31 9.68
SBI Overnight Fund - Direct Plan - Growth NA 12173.00 0.26 0.73 1.51 3.30 5.06

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