SBI Innovative Opportunities Fund
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.
Growthvine rating: 2/5 — ranked #135 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.88 (as of 2026-10-23) |
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| AUM | ₹5,125 Cr |
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| Expense ratio | 1.60% |
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| Riskometer | Very High |
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| Fund manager | Vivek Gedda |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −21.42% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 102.8% of Nifty 500's upside and 84.9% of its downside.
Market cap allocation
| Large cap | 29.2% |
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| Mid cap | 26.1% |
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| Small cap | 44.7% |
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Concentration
| Top 5 holdings | 31.4% |
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| Top 10 holdings | 52.5% |
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| Total holdings | 38 |
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Top holdings
- Eternal Limited — 9.1%
- TBO TEK LIMITED — 6.6%
- Divis Laboratories Ltd. — 5.4%
- Meesho Limited — 5.3%
- FSN E-Commerce Ventures Limited — 5.0%
- BlackBuck Limited — 4.7%
- Bajaj Finance Limited — 4.7%
- Ather Energy Limited — 4.6%
- Sun Pharmaceutical Industries Ltd. — 3.5%
- Urban Company Limited — 3.5%
Top sectors
- Retail — 30.0%
- Automobile — 11.0%
- Pharma & Biotech — 9.9%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −0.3% | Q1 (Top) | #37 of 167 |
| 2025 | −2.2% | Q4 (Bottom) | #108 of 132 |