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 #131 of 179 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.74 (as of 2026-09-11) |
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| AUM | ₹5,152 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 84.0% of its downside.
Market cap allocation
| Large cap | 26.4% |
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| Mid cap | 29.5% |
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| Small cap | 44.0% |
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Concentration
| Top 5 holdings | 29.8% |
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| Top 10 holdings | 50.7% |
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| Total holdings | 37 |
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Top holdings
- Eternal Limited — 8.4%
- TBO TEK LIMITED — 5.9%
- Bajaj Finance Limited — 5.5%
- FSN E-Commerce Ventures Limited — 5.1%
- Ather Energy Limited — 4.8%
- Divis Laboratories Ltd. — 4.7%
- Meesho Limited — 4.2%
- BlackBuck Limited — 4.2%
- Firstsource Solutions Ltd. — 4.1%
- Sun Pharmaceutical Industries Ltd. — 3.8%
Top sectors
- Retail — 26.8%
- Pharma & Biotech — 13.5%
- Automobile — 8.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 8.5% | Q1 (Top) | #38 of 167 |
| 2025 | -2.2% | Q4 (Bottom) | #108 of 132 |