SBI Innovative Opportunities Fund
Direct · Growth ₹10.32
21 Jul 2026
NAV
0.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.77
Sharpe
-20.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.25 L | 2.1% | -26.9% | 16.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 2.1% | 14.5% | 13.7% | -12.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 0.6% | -0.3% | -7.1% | 8.6% | -1.77 | -0.87 | 48% | — | — |
-20.8%
Max Drawdown
7 mo
Drawdown Duration
Not recovered
Recovery Time
-7.5%
Avg Drawdown
Calmar Ratio by Duration
0.03
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.98 | 0.91 | 85.4% | 74.5% | 5.5% | -3.4% |
| 3 Years | +0.76 | 0.87 | 82.7% | 78.9% | 0.7% | -1.1% |
| 5 Years | +0.13 | 0.87 | 82.7% | 78.9% | 0.4% | -0.7% |
| 7 Years | -0.15 | 0.87 | 82.7% | 78.9% | 0.3% | -0.5% |
| 10 Years | -0.35 | 0.87 | 82.7% | 78.9% | 0.2% | -0.3% |
| 12 Years | -0.44 | 0.87 | 82.7% | 78.9% | 0.2% | -0.3% |
| 15 Years | -0.52 | 0.87 | 82.7% | 78.9% | 0.1% | -0.2% |
37
Total Holdings
46.8%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Eternal Ltd. | 8.12% |
| 2 | TBO Tek Ltd. | 5.03% |
| 3 | Bajaj Finance Ltd. | 4.60% |
| 4 | Meesho Ltd. | 4.42% |
| 5 | FSN E-Commerce Ventures Ltd. | 4.25% |
| 6 | Firstsource Solutions Ltd. | 4.20% |
| 7 | BlackBuck Ltd. | 4.14% |
| 8 | Divi's Laboratories Ltd. | 4.05% |
| 9 | Thermax Ltd. | 4.04% |
| 10 | Ather Energy Ltd. | 3.91% |