SBI Focused Equity Fund Growth-0.07%

-1.49%
1 Year Return
Equity
Focused
5.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Focused Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.75%
NAV143.13 (30 Sep 2020)
Fund Started17 Sep 2004
Fund Size10,248 Cr

Fund Overview

Quick overview of SBI Focused Equity Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
SBI Focused Equity Fund Growth
-1.5%
6.3%
9.7%
18.1%
Category Average
0.4%
1.2%
6.5%
-
Rank within category
33
7
6
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -1.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.6%
    Alphabet Inc Class ATechnologyForgn. Eq7.0%
    Divi's Laboratories Ltd.HealthcareEquity6.1%
    Bajaj Finance Ltd.FinancialEquity5.8%
    Procter & Gamble Hygiene & Health Care Ltd.FMCGEquity5.3%
    Kotak Mahindra Bank Ltd.FinancialEquity5.3%
    Bharti Airtel Ltd.CommunicationEquity4.5%
    State Bank of IndiaFinancialEquity4.3%
    Muthoot Finance Ltd.FinancialEquity3.7%
    Adani Ports and Special Economic Zone Ltd.ServicesEquity3.5%
    See All

    SBI Focused Equity Fund Growth Details

    SBI Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 17 Sep 2004. Rama Iyer Srinivasan is the Current Fund Manager of SBI Focused Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹10,248 Cr and the Latest NAV as of 30 Sep 2020 is ₹143.13.

    The SBI Focused Equity Fund 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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    SBI Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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