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SBI Innovative Opportunities Fund(G)-Direct Plan

SBI Innovative Opportunities Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+8.75%

1Y annualised

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NAV : 10 Sep 2026

₹10.91

Min. SIP amount

₹500

Fund size (AUM)

5493 Cr

Expense ratio

0.89%

Launched on

20 Aug 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,30,345

Stock Allocation

Stock nameSectorAllocation
Eternal Ltd.Retailing8.66%
Tbo Tek Ltd.Hospitality6.41%
TrepsCash & Cash Equivalents And Net Assets5.29%

Fund Composition

5493 Cr

Large Cap

26.44%

Mid Cap

27.89%

Small Cap

35.38%

Others

10.30%

Sector Allocation

5493 Cr

Retailing

20.77%

Domestic Equities

19.73%

It

16.66%

Healthcare

9.59%

Finance

7.20%

Hospitality

6.41%

Logistics

4.32%

Cash & Cash Equivalents And Net Assets

3.68%

Others

11.05%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 30D, Nil after 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VG

Vivek Gedda

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.12%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+21.41%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

SBI Innovative Opportunities Fund(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 20 Aug 2024. This fund is managed by Vivek Gedda. It is a Equity type of fund.

The current NAV of SBI Innovative Opportunities Fund(G)-Direct Plan is ₹10.91 (as of 10 Sep 2026).

SBI Innovative Opportunities Fund(G)-Direct Plan has delivered 8.75% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for SBI Innovative Opportunities Fund(G)-Direct Plan is ₹500.

The expense ratio of SBI Innovative Opportunities Fund(G)-Direct Plan is 0.89%.

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