Fundalysisby DARKHORSESTOCKS

Scheme

SBI Innovative Opportunities Fund

Holds 38 companies worth ₹4,981 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹5,125 CrSBI Innovative Opportunities Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.7% on Aug 2026, ₹5,493 Cr.

  • Largest holding

    Eternal LimitedEternal Limited is 9.1% of this scheme's NAV.

  • Fund manager

    Vivek GeddaRuns it since 1 Aug 2025, as the fund house dates it.

Overview(30 Jul 2026)

Fund managers1

  1. Vivek GeddaFund manager · Aug 2025 · 15y · MBA B.Tech

    Key facts

    Benchmark
    Nifty 500 TRI
    Risk
    VERY HIGH
    Expense
    Direct 0.78%
    Started
    20 Aug 2024
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 30 Jul 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Jul 2026.

    Source.Its filings at NSE, since Jul 2026.

    Fund managers over time(Aug 2025 – now)

    1. Vivek Gedda
    MainCoSlice2026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Jul 2026 – Jul 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    30 Jul 2026–0.78%–
    Direct plan, 30 Jul 2026
    0.78%
    Regular plan –
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(30 Jul 2026)

    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. However, there is no assurance that the investment objective of the scheme will be achieved.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Benchmark
    Nifty 500 TRI

    How to invest(30 Jul 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹1,000

    Scheme details(30 Jul 2026)

    What it is

    Category
    EQUITY
    Offer
    29 Jul 2024 to 12 Aug 2024
    Started
    20 Aug 2024

    How it is run

    Auditor
    Chokshi & Chokshi LLP
    SEBI code
    SBIM/O/E/THE/24/05/0182