January 21, 2026
RA Jainee
SBI Innovative Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.62 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 9.62 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 5,978 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.91% |
| 1 Year Return (%) | -0.61 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -2.65% |
⚖️ Sahifund Review – SBI Innovative Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Innovation funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks with a focus on innovation theme for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Vivek Gedda
Education: Mr. Gedda has done B.Tech, M.Sc and MBA
Experience: Prior to joining SBI Mutual Fund, he has worked with HSBC Securities and Capital Markets India Ltd. and HSBC Electronic Data Processsing India Pvt. Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of SBI Innovative Opportunities Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 20-Aug-24 |
| Return Since Launch | -2.65% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,978 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.91% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 43.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Innovative Opportunities Dir | -4.30 | -1.21 | -3.22 | -5.37 | -1.49 | -0.61 | — | — | — | — |
| BSE 500 TRI | -1.63 | 0.08 | -0.40 | -0.24 | 0.50 | 9.14 | — | — | — | — |
| Equity: Thematic-Innovation | -2.43 | -0.39 | -1.87 | -3.90 | -0.81 | 3.86 | — | — | — | — |
| Rank within category | 11 | 11 | 11 | 8 | 5 | 8 | — | — | — | — |
| Number of funds in category | 11 | 11 | 11 | 11 | 10 | 9 | 1 | 1 | 0 | 0 |
Peer Comparison of SBI Innovative Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Innovative Opportunities Dir | Unrated | -0.61 | — | — | 0.91 | 5,978 | -2.65 | 1.00 (30) | 1Y 4M | 43.00 |
| ICICI Pru Innovation Dir | Unrated | 13.02 | — | — | 0.72 | 7,536 | 28.27 | 1.00 (365) | 2Y 8M | 115.00 |
| Kotak Pioneer Dir | Unrated | 10.49 | 23.65 | 18.74 | 0.48 | 3,342 | 22.07 | 0.50 (90) | 6Y 2M | 12.18 |
| Nippon India Innovation Dir | Unrated | 6.49 | — | — | 0.62 | 2,856 | 16.27 | 1.00 (365) | 2Y 4M | 45.00 |
| HDFC Innovation Dir | Unrated | — | — | — | 0.72 | 2,707 | 1.34 | 1.00 (30) | 6M | — |
Portfolio Analysis of SBI Innovative Opportunities Fund
| No. of Stocks | 35 |
| Top 10 Stocks | 53.81% |
| Top 5 Stocks | 36.17% |
| Top 3 Sectors | 69.04% |
| Portfolio P/B Ratio | 6.18 |
| Portfolio P/E Ratio | 48.78 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 42,794 | 76,061 |
| Giant (%) | — | — |
| Large (%) | 23.29 | 33.82 |
| Mid (%) | 25.03 | 28.94 |
| Small (%) | 51.68 | 37.24 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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