❌ Poor Equity Scheme - Sectoral/ Thematic

SBI Innovative Opportunities Fund

by SBI Mutual Fund · Regular Plan · Growth
2.7 / 10
BullWiser Honest Score
-1.5%
1Y Return
-2.9%
3Y CAGR
--
Exp. Ratio
SBI Innovative Opportunities Fund is one of the lower-rated funds in its category with a BullWiser Honest Score of 2.7/10 — below the Equity Scheme - Sectoral/ Thematic category median of 4.4/10 across 510 funds. Its 3-year CAGR of -2.9% underperforms the Equity Scheme - Sectoral/ Thematic category average of 10.9% by -13.8 percentage points. Note: SBI Innovative Opportunities Fund is a Regular plan, which includes distributor commissions in its expense ratio. The Direct plan variant of this fund offers a lower TER and higher net returns for cost-conscious investors.

Fund Details

Fund Name
SBI Innovative Opportunities Fund
AMC
SBI Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
❌ Poor
1Y Return
-1.5%
3Y CAGR
-2.9%

vs Category Average — Equity Scheme - Sectoral/ Thematic

3Y CAGR
This fund
-13.8% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-1.7 vs category avg

Category: Equity Scheme - Sectoral/ Thematic · 510 Direct-plan funds compared · 1% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of SBI Innovative Opportunities Fund?
SBI Innovative Opportunities Fund has a BullWiser Honest Score of 2.7/10 (POOR QUALITY). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of SBI Innovative Opportunities Fund?
The Total Expense Ratio (TER) of SBI Innovative Opportunities Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of SBI Innovative Opportunities Fund?
SBI Innovative Opportunities Fund has delivered -1.5% 1-year returns and -2.9% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is SBI Innovative Opportunities Fund a good investment?
BullWiser rates SBI Innovative Opportunities Fund as POOR QUALITY (Honest Score 2.7/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Equity Scheme - Sectoral/ Thematic category.
How does Direct Plan differ from Regular Plan for SBI Innovative Opportunities Fund?
The Regular plan of SBI Innovative Opportunities Fund includes a distributor commission of 0.5–1.5% per year built into the expense ratio. Switching to the Direct plan of the same fund eliminates this cost — same fund manager, same portfolio, but a lower TER that compounds significantly over time. Use BullWiser's MF Analyser to calculate your exact savings.

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⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.