SBI Investment Opportunities Fund (IFSC)
SBI Funds Management — IFSC Branch
Diversified Indian equity opportunities sleeve for offshore capital
⚠ Performance figures on this page are illustrative and platform-estimated, pending integration of the manager's factsheet. Refer to the official factsheet before making any investment decision.
Illustrative Performance
Benchmark: Nifty 50
Monthly Returns · Illustrative
Illustrative · Refer Factsheet| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Yr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.2 | -1.5 | 3.5 | 1.9 | 2.4 | -2.4 | 4.2 | 2.3 | -3.2 | 0.6 | 2.2 | 5.6 | 16.5 |
| 2025 | 0.1 | 1.2 | -1.0 | 2.7 | 3.7 | 2.2 | -2.0 | 1.4 | 3.0 | 5.0 | -3.4 | -0.1 | 13.2 |
| 2026 | -2.4 | 4.1 | 2.7 | 0.3 | 5.1 | 3.5 | · | · | · | · | · | · | 13.8 |
Why add this to a portfolio?
- SBI brand strength
- Multi-cap diversification
- Offshore-friendly
Who is it for?
SBI Funds' GIFT IFSC AIF Cat-III giving foreign and NRI investors diversified active exposure to Indian equities across market caps under a USD-denominated wrapper.
USD diversification benefit: at today's live rate of ₹94.41/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
India
Tax Snapshot
Foreign investors per IFSC concessional regime
Always obtain personalised tax advice.
Accredited-Investor Detail
SBI Investment Opportunities Fund (IFSC) is structured as a IFSCA AIF Cat-III with a minimum commitment of $150,000. Suitability requires meeting IFSCA accreditation thresholds. The Finwisor Global Desk can walk you through onboarding, LRS funding, KYC, lock-up terms and the subscription timeline. Liquidity is monthly, and the strategy is positioned as a growth sleeve.
This is an accredited-investor AIF. Complete your profile to unlock suitability, structure and onboarding detail for SBI Investment Opportunities Fund (IFSC).
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