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Innovation is the heartbeat of human progress, redefining our world at every turn.

We've evolved from bulky computers to cutting-edge AI, from static landlines to versatile smartphones, from grainy film to crisp digital cameras, and from cassettes to seamless streaming. The shift from basic offerings to groundbreaking advancements is clear.

Innovation – A key disruptor across sectors

Innovation is a powerful disruptor, reshaping industries across all sectors. It drives change, challenges the status quo, and compels businesses to continuously adapt and evolve to stay competitive. Participating in sectors where innovation leads, can give investors an opportunity to benefit from potential growth in them.

Automobiles Electric Vehicles, Self Drive Cars, Hybrid Vehicles

Financial Services UPI, Block Chain, Payment Aggregator

Energy Hydrogen, Battery Storage, Grid Integration

Consumption Quick Commerce, Augmented Reality, Omnichannel Integration

Media & Entertainment OTT, Digital Content & Ads, Music Streaming

Technology Cloud Computing, AI & IoT, Data Centers

Industrials Robots & Drones, 3D Printing, Nanotechnology

Healthcare Medtech, E-Pharmacy, Biotechnology

SBI Innovative Opportunities Fund

SBI Innovative Opportunities Fund is an open-ended equity scheme following the innovation theme.

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.

How do we identify Innovative companies

Target businesses adopting automation, AI, or sustainable practices in their processes that lead to cost reduction & improved efficiency & value enhancement.

Identify companies with a proven trend of launching successful products / services reflecting their ability to innovate & capture market share

Focus on those making strategic investments in emerging market segments or verticals in addition to its core business.

Focus on companies with a significant portion of their revenue allocated to R&D & strategic partnerships

Identify incumbent companies that demonstrate agility in adapting to new technologies or business models

Focus on firms that not only innovate but also create sustainable competitive advantages through their innovations.

Investment Strategy

Product / Service Innovators

Companies that develop new products or services or significantly invest in R&D for new innovations. They challenge existing markets or create entirely new categories.

Process Innovators

Companies that innovate new processes, potentially disrupting existing business models and gaining market share through technological and process advancements.

Innovation Adaptors

Incumbent companies that adapt to innovative business models, products, or services within their industry, showing agility in response to emergent trends.
These adaptive innovators may not necessarily overhaul their entire business model but exhibit innovative strategies in specific segments or verticals that has potential to meaningfully impact the business.

Fund Facts

Scheme Name

SBI Innovative Opportunities Fund

Type of Scheme

An open-ended equity scheme following innovation theme.

Investment Objective

Plans & Options

Regular & Direct Plan ; Both plans provide two options – Growth Option and Income Distribution cum capital withdrawal (IDCW) Option

Application Amount

Minimum Investment Amount : Rs. 5000/- and in multiples of ₹ 1 thereafter.
Additional Purchase Amount: Rs. 1000/- and in multiples of ₹ 1 thereafter.
Minimum Monthly SIP Amount: Rs. 500/- and in multiples of Re. 1 thereafter.

Fund Manager

Mr. Prasad Padala
Mr. Pradeep Kesavan is the dedicated fund manager for overseas securities

Benchmark

NIFTY 500 TRI

Exit Load

For Ongoing basis: 1% of the applicable NAV - If units purchased or switched in from another scheme of the fund are redeemed or switched out on or before 1 year from the date of allotment.
NIL - If units purchased or switched in from another scheme of the fund are redeemed or switched out after 1 year from the date of allotment.

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