MF
MFGenie.ai
Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

SBI Innovative Opportunities Fund - Regular Plan - Growth

SBI Mutual Fund

#178 of 213 (1Y)

₹9.1012

0.00 (-0.01%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.1012

0.00 (-0.01%)

31 May 2026

AMFI: 152774

Direct · Growth

₹₹9.2807

0.00 (-0.00%)

31 May 2026

AMFI: 152776

Regular · IDCW

₹₹9.1016

0.00 (-0.01%)

31 May 2026

AMFI: 152775

Direct · IDCW

₹₹9.2807

0.00 (-0.00%)

31 May 2026

AMFI: 152777

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-3.19%
1 Month-1.80%
3 Months-2.95%
6 Months-10.01%
1 Year-3.97%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2024)-6.09%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.61%
3 Year SIP
5 Year SIP
Since Inception (Jul 2024)-5.81%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹11,000

Invested

₹10,618

Value today

-3.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹4,551

Value today

-5.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹5,96,379

Value today

+9.2%

vs lumpsum

STP beat direct lumpsum by 9.2% — reduced timing risk paid off

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,384

Regular plan

₹6,348

Direct earns ₹36 more on a ₹6K investment0.60% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹5,169 Cr
Expense Ratio1.90%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkNIFTY 500 TRI ✓
Launch Date29 Jul 2024
AMFI Code152774

Risk Metrics

Trailing 1 year, annualised

-0.76

Sharpe Ratio

-0.11

Alpha

0.40

Beta

-0.73

Sortino

16.01%

Std Dev

-20.91%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity48 holdings · 15879.0%
Security% NAV

Eternal Ltd.

INE758T01015

814.00%

Eternal Ltd.

INE758T01015

792.00%

TBO Tek Ltd.

INE673O01025

602.00%

Ather Energy Ltd.

INE0LEZ01016

523.00%

BlackBuck Ltd.

INE0UIZ01018

512.00%

TBO Tek Ltd.

INE673O01025

508.00%

Bajaj Finance Ltd.

INE296A01032

470.00%

Meesho Ltd.

INE0VDM01015

461.00%

BlackBuck Ltd.

INE0UIZ01018

440.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

425.00%

FSN E-Commerce Ventures Ltd.

INE388Y01029

417.00%

Divi's Laboratories Ltd.

INE361B01024

396.00%

Divi's Laboratories Ltd.

INE361B01024

391.00%

Ather Energy Ltd.

INE0LEZ01016

375.00%

Meesho Ltd.

INE0VDM01015

371.00%

Firstsource Solutions Ltd.

INE684F01012

358.00%

Thermax Ltd.

INE152A01029

352.00%

Urban Company Ltd.

INE0CAZ01013

349.00%

Firstsource Solutions Ltd.

INE684F01012

338.00%

Thermax Ltd.

INE152A01029

330.00%

Lupin Ltd.

INE326A01037

308.00%

Urban Company Ltd.

INE0CAZ01013

303.00%

Happiest Minds Technologies Ltd.

INE419U01012

294.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

294.00%

Bajaj Finance Ltd.

INE296A01032

294.00%

Swiggy Ltd.

INE00H001014

289.00%

Abbott India Ltd.

INE358A01014

288.00%

Lupin Ltd.

INE326A01037

277.00%

Happiest Minds Technologies Ltd.

INE419U01012

274.00%

Swiggy Ltd.

INE00H001014

271.00%

Info Edge (India) Ltd.

INE663F01032

258.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

258.00%

Abbott India Ltd.

INE358A01014

255.00%

Bajaj Finserv Ltd.

INE918I01026

236.00%

Info Edge (India) Ltd.

INE663F01032

234.00%

Bajaj Finserv Ltd.

INE918I01026

228.00%

GO Digit General Insurance Ltd.

INE03JT01014

219.00%

Indegene Ltd.

INE065X01017

209.00%

NIIT Learning Systems Ltd.

INE342G01023

207.00%

Indegene Ltd.

INE065X01017

202.00%

NIIT Learning Systems Ltd.

INE342G01023

192.00%

Route Mobile Ltd.

INE450U01017

189.00%

Route Mobile Ltd.

INE450U01017

189.00%

GO Digit General Insurance Ltd.

INE03JT01014

188.00%

Honeywell Automation India Ltd.

INE671A01010

187.00%

Honeywell Automation India Ltd.

INE671A01010

175.00%

Hero MotoCorp Ltd.

INE158A01026

169.00%

Sedemac Mechatronics Ltd.

INE00XB01019

168.00%
Debt2 holdings · 1143.0%
Security% NAV

TREPS

607.00%

TREPS

536.00%

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

SBI Innovative Opportunities Fund - Regular Plan - Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI Innovative Opportunities Fund - Regular Plan - Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹5,169 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.90%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations