| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.85% |
| NAV | ₹150.73 (13 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹8,962 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.3% |
| State Bank of India | Financial | Equity | 8.1% |
| Alphabet Inc Class A | Technology | Forgn. Eq | 7.9% |
| Procter & Gamble Hygiene & Health Care Ltd. | FMCG | Equity | 6.6% |
| Bharti Airtel Ltd. | Communication | Equity | 6.2% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 6.0% |
| Bajaj Finance Ltd. | Financial | Equity | 5.8% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.0% |
| Muthoot Finance Ltd. | Financial | Equity | 3.5% |
| Relaxo Footwears Ltd. | FMCG | Equity | 3.4% |
SBI Focused Equity Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rama Iyer Srinivasan is the Current Fund Manager of SBI Focused Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,962 Cr and the Latest NAV as of 13 Jul 2020 is ₹150.73.
The SBI Focused Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year
To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology, Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses. The investment objective of the Emerging Business Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive by investing in the stocks representing such companies.The fund may also evaluate emerging businesses with growth potential and domestic focus.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.