Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    SBI Innovative Opportunities
  • Opening:
    29th July 2024
  • Closing:
    12th August 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5000/- & in multiples of Re.1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out before 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Prasad Padala, Pradeep Kesavan

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Union Innovation & Opportunities Fund 25.41(6M) Not Available
ICICI Prudential Innovation Fund 21.36(6M) 53.94(1Y)

Fund Prognosis

Idea Distiller

The innovation space is witnessing rapid strides in the private to public equity. And can the fund industry not participate???

  • Fund House AAUM:

  • Rs 99009020.18 Lakhs(as on 30th June, 2024)

  • Fund Manager:

  • Combined experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

For aggressive investors, this could be a vehicle to jump up on. I will.