| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.81% |
| NAV | ₹147.36 (24 Sep 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹10,248 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.6% |
| Alphabet Inc Class A | Technology | Forgn. Eq | 7.0% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 6.1% |
| Bajaj Finance Ltd. | Financial | Equity | 5.8% |
| Procter & Gamble Hygiene & Health Care Ltd. | FMCG | Equity | 5.3% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.3% |
| Bharti Airtel Ltd. | Communication | Equity | 4.5% |
| State Bank of India | Financial | Equity | 4.3% |
| Muthoot Finance Ltd. | Financial | Equity | 3.7% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 3.5% |
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 ₹10,248 Cr and the Latest NAV as of 24 Sep 2020 is ₹147.36.
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
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
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.