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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SBSBI MFRegular · IDCW

SBI Equity Opportunities Fund - Series IV - Regular Plan - IDCW

Large Cap FundEquity - Large Cap FundBenchmark: BSE 500
NAV · 25 Oct 2021₹21.96+0.03%
AUM₹27 Crfrom this fund's primary plan
Expense Ratio2.25%
CAGR—
Exit Load—
Min SIP—
Launched2015

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.

Fund Mandate

Debt & MMI0%–20%
Equity & Equity related instruments80%–100%
Fund Managers
AU
Anup Upadhyay
Fund Manager
Key Information
2.25%
—
₹5,000
—
Nil
Inception26 Oct 2015
AMCSBI MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.03%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
—
Nil
—
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme