SBI Innovative Opportunities Fund Regular Plan Growth

Updated: 06-10-2025 11:59:18 AM

Investment Objective of SBI Innovative Opportunities Fund

The investment objective of SBI Innovative Opportunities Funds is to generate long-term capital appreciation by investing in equity and equity related instruments of entities that look to benefit from the adoption of innovative strategies and theme.

Investment Strategy of SBI Innovative Opportunities Fund

• At least 80% of the fund’s assets are invested in innovation-driven companies, with up to 35% exposure to global stocks aligned with the theme.
• The fund adopts a bottom-up approach for stock selection and aims to have a portfolio of approximately 35 to 40 stocks.
• For diversification, the fund may also invest residual net assets, i.e., up to 20% of the net assets in companies other than the companies following innovation themes.
• The fund maintains a well-diversified portfolio across sectors and market capitalisation.
• The fund focuses on companies having a long growth runway, competitive edge and strong potential for ROE and cash flow generation. etc.
• The fund focuses on companies that:
  • Challenge existing markets or create new categories by developing new products/services/processes, significantly invest in R&D for innovations, innovate new processes, potentially disrupting existing business models and gaining market share through advancements in process and technology.
  • Show agility in response to emergent trends by adapting to innovative business models or products/services within their industry, adopt automation, AI or sustainable practices in their processes for cost reduction,  process optimisation and value enhancement.
  • Have a proven trend of launching successful products/services demonstrating their ability to innovate and capture market share.
  • Make strategic investments in emerging market segments or verticals in addition to its core business.
  • Have a significant portion of their revenue allocated to R&D and strategic partnerships
  • Innovate and create sustainable competitive advantages through their innovations.

Who Should Invest in SBI Innovative Opportunities Fund?

SBI Innovative Opportunities Fund is an ideal fund for those investors who:

• are seeking to invest in a fund that consistently identifies and leverages investment opportunities in upcoming trends and disruptive business ideas
• look for capital appreciation through investments in forward-looking business ideas and a long-term, growth-oriented portfolio
• seek diversification by investing in a portfolio that is spread across sectors and market capitalisation, thereby, offering a unique avenue to tap into emerging trends and market capitalisation
• have high-risk tolerance as the thematic nature of this fund carries very high concentration risk

Frequently Asked Questions

What is the risk level of SBI Innovative Opportunities Fund?
According to the fund factsheet published by the fund house, SBI Innovative Opportunities Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in SBI Innovative Opportunities Fund?
SBI Innovative Opportunities Fund does not have a lock-in period. So, the investors of SBI Innovative Opportunities Fund can make redemption requests on any day as per their requirements.

What type of mutual fund is the SBI Innovative Opportunities Fund?
SBI Innovative Opportunities Fund is an open ended equity scheme belonging to the thematic category. The scheme invests in companies related to the innovation theme.

Is SBI Innovative Opportunities Fund an open-ended or close-ended scheme?
SBI Innovative Opportunities Fund is an open-ended equity mutual fund scheme.

What is the benchmark index for SBI Innovative Opportunities Fund?
Nifty 500 TRI (Total Returns Index) is the benchmark index of the SBI Innovative Opportunities Fund. The fund also has BSE Sensex TRI as its additional benchmark index.