SBI Resurgent India Opportunities Fund Review

Jan 27

About The fund Manager

SBI Funds Management has emerged as one of the largest player in India advising various financial institutions, pension funds, and local and international asset management companies.

Shashank Tulsyan, CFA – He has over 10 years of industry experience. Shashank has covered various sectors such as Industrials, Financials and Consumer discretionary at SBIFM over past 9 years. Prior to joining SBIFM, Shashank worked as an analyst for over a year with Citicorp Financial. Shashank is a CFA charter and holds a Bachelor’s degree in Management Studies.

Where & How Is The Money Invested?

?Investments are in the equity markets of India. 95% of the fund’s net assets will be in equities and equity related securities and the remaining 5% is kept for liquidity. Its a multi cap fund as it invests in Large, mid and small cap stocks.

Objective: Long-term capital growth in USD by investing in Indian Stock Market

?What Has Been The Performance?

Last year, this fund has given an amazing return of 82% in USD as compared to 39% benchmark return and its exactly double of Sensex and Nifty returns. Based on the fund strategy and past momentum, We expect this to perform above the benchmark in the near future.

Is It Capital Protected?

Since the major portion of this fund is invested in Equity related instruments, its not capital protected.

What Are The Charges?

Fund is allowed to charge a maximum of 1.75% on an yearly basis and there can be an entry load of 0 to 5% depending upon the amount of Investment.

What Percentage Of Your Portfolio Can Be In This Fund & Why?

It depends, before investing, we need to consider investor’s investment objective, risk tolerance and the Investor’s age etc.

A person with 50 percent of his money in stocks or Mutual fund would then put 10 percent in SBI Resurgent India Opportunities fund .

Which Platform Is This Available On?

This Mutual fund is not available on International Platforms as the retail fund size is below 50 million, Please send us a message if you would like to know more about it.

SBI Resurgent India Opportunities Fund

7.4
Fund Manager Expertise 7.5
Investment Performance 8.0
Charges 5.0
Flexibility 9.0
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About the Author

Amit is an Independent Financial Advisor, based in Dubai since 1997. He is part of the prestigious ‘Million Dollar Round Table’ (MDRT), which is an elite club of the best financial advisors worldwide.

He has authored the ‘6-Step Financial Success Guide’, and the book ‘Creating, Preserving, Distributing Wealth’.

He helps business owners and professionals ‘Create A Second Income’ through investments.

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