Money Lancer
Equity: Thematic-Innovation
SBI Mutual Fund
SBI Mutual Fund · Equity: Thematic-Innovation

SBI Innovative Opportunities Fund - Regular Plan - Growth

The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme. However, there is no assurance that the investment objective of the scheme will be achieved.

EquityBenchmark · Nifty 500 TRITER · 1.88%Inception · 05-08-2024
NAV
10.07
+1.07% · as of 15-07-2026
Since inception
0.07%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹5,152 Cr
AUM
Expense ratio
1.88%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +0.07% CAGR vs benchmark +12.16%.

Portfolio

Where the money is invested

Top holdings

ZOMATO  LIMITED EQ8.12%
TBO TEK LIMITED EQ NEW FV RE.1/-5.03%
Bajaj Finance Limited4.60%
FASHNEAR TECHNOLOGIES PRIVATE LIMITED EQ4.42%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-4.25%
FIRSTSOURCE SOLUTIONS LIMITED EQ4.20%
ZINKA LOGISTICS SOLUTIONS PRIVATE LIMITED EQ4.14%
TREPS4.06%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-4.05%
THERMAX LIMITED EQ NEW FV RS.2/-4.04%

Sector allocation

Consumer Services33.04%
Financial Services13.80%
Healthcare12.63%
Services9.54%
Automobile and Auto Components9.37%
Capital Goods7.69%
Information Technology7.31%
Telecommunication1.69%
Media, Entertainment & Publication1.10%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 0.1% p.a.
₹10,000
10 years
Projected value
₹12,04,245
Invested: ₹12,00,000
Gained: ₹4,245
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr Vivek Gedda
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152774
ISIN (Growth)
INF200KB1290
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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