otherHigh risk

SBI Equity Opportunities Fund-Series IV - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

A specialised fund. Check the scheme details for what it invests in. From SBI Mutual Fund. It's been running since 3 Jul 2018.

Latest price per unit

₹23.3145

▲ 0.03% today

As of 25 Oct 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.67 L

▲ ₹66.9k gain · 66.9% / year

Invested 3 years ago

₹1.89 L

▲ ₹88.8k gain · 23.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

17.3%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.70%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year66.87%

CAGR — 3 years23.60%

CAGR — 5 years—

CAGR — since launch17.62%

Volatility — 1 year (annualised)12.81%

Volatility — 3 years (annualised)17.34%

Max drawdown — 1 year-7.07%

Max drawdown — 3 years-36.70%

Sharpe ratio — 1 year (rf=6%)2.73

Sharpe ratio — 3 years (rf=6%)0.64

Fund info

Fund house: SBI Mutual Fund
Category: Growth
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135509
First price on record: 3 Jul 2018 · 1,042 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.