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SBI Focused Equity Fund Growth

Equity
Focused
Very High Risk
52.93%
1Y return
+0.35% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹216.78
Min. SIP Amount₹500
Rating3star
Fund Size₹16,856.57 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.9%16.6%16.5%20.1%
Category average52.1%14.5%14.5%NA
Rank with in category2189NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
Muthoot Finance Ltd.FinancialEquity6.9%
HDFC Bank Ltd.FinancialEquity6.2%
Alphabet Inc Class A
TechnologyForgn. Eq5.4%
Divi's Laboratories Ltd.
HealthcareEquity5.2%
ABB India Ltd.
EngineeringEquity4.7%
Procter & Gamble Hygiene & Health Care Ltd.
FMCGEquity4.7%
Gland Pharma Ltd.
HealthcareEquity4.3%
Avenue Supermarts Ltd.ServicesEquity4.2%
Bharti Airtel Ltd.CommunicationEquity4.0%
Bajaj Finance Ltd.FinancialEquity3.9%
See All

Pros and cons

Category: Equity Focused

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 1.79%

Expense ratio, exit load and tax

Expense ratio: 1.79%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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