SBI Mutual Fund is set to introduce its latest offering, the SBI Innovative Opportunities Fund, on July 29, 2022. This groundbreaking fund is designed to capitalize on the growth potential of companies at the forefront of technological advancements and disruptive business models.
Investing in the Future
The fund aims to provide investors with exposure to high-growth companies driving innovation across various sectors. By focusing on businesses with the potential to disrupt industries, the fund seeks to deliver long-term capital appreciation.
Potential Investment Landscape
While the fund will maintain a diversified portfolio, potential investment areas may include:
Artificial Intelligence (AI): Companies developing cutting-edge AI applications.
Biotechnology: Firms engaged in pioneering medical research and drug discovery.
Clean Energy: Businesses focused on renewable energy solutions and sustainable technologies.
Electric Vehicles (EVs): Companies involved in the production of electric vehicles and associated components.
Digital Payments: Providers of innovative payment solutions and fintech services.
Fund Overview
Investment Objective: To achieve long-term capital appreciation by investing in equity and equity-related securities of innovative companies.
Target Investors: Investors with a high-risk appetite and a long-term investment horizon.
Benchmark: NIFTY 500 TRI
Launch Date: July 29th, 2024
NFO Period: July 29th to August 12th, 2024
Fund Type: Open-ended equity scheme
Category: Flexi Cap Fund
Minimum Investment: ₹5,000 during NFO period
Entry Load: Nil
Exit Load: 1% if redeemed/switched out within 1 year from the date of allotment. Nil thereafter.
Why You Should Invest
Exposure to Innovation: Gain access to companies at the forefront of technological advancements and disruptive business models.
Long-Term Growth Potential: Invest in sectors with high growth potential, offering opportunities for substantial capital appreciation over the long term.
Diversification: Enhance your portfolio with exposure to emerging industries and innovative technologies.
Professional Management: Benefit from the expertise of a seasoned fund management team with a deep understanding of the innovation landscape.
Who Should Suitable
The SBI Innovative Opportunities Fund is suitable for:
Aggressive Investors: Those who are willing to take on higher risks for the potential of higher returns.
Long-Term Investors: Individuals who have a long-term investment horizon and can stay invested for an extended period.
Innovation Enthusiasts: Investors interested in participating in the growth of companies at the cutting edge of technology and innovation.
Diversified Portfolio Seekers: Those looking to add a diversified element to their existing investment portfolio, focusing on emerging and innovative sectors.
Existing Innovation Funds Performance
Important Considerations
Investing in innovative companies carries inherent risks, including higher volatility compared to traditional investment options. Investors should carefully consider their risk tolerance and investment horizon before making an investment decision.
Disclaimer:
Investing in mutual funds involves market risk. Please read the offer document carefully before investing. Past performance is not indicative of future returns.
To learn more about the SBI Innovative Opportunities Fund and to determine if it aligns with your investment goals, please consult with a financial advisor.
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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by SBI Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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