SBI Focused Equity Fund Direct Plan Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Very High Risk|
|Fund Type||Focused Fund|
|Exit Load||1% for 365 Days|
More about this fund
|HDFC Bank Ltd||7.34%|
|Divi's Laboratories Ltd||6.35%|
|Alphabet Inc A||5.28%|
|Procter & Gamble Hygiene and Health Care Ltd||5.25%|
|Bharti Airtel Ltd||4.72%|
|ABB India Ltd||4.64%|
|Avenue Supermarts Ltd||4.5%|
|Kotak Mahindra Bank Ltd||4.3%|
|Gland Pharma Ltd||4%|
|Torrent Power Ltd||3.98%|
About SBI Focused Equity Fund - Direct Plan - Growth
SBI Focused Equity Fund, an open-ended equity scheme, aims to generate long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related instruments. The fund invests in a maximum of 30 stocks across multi-cap space. A minimum of 65% of assets are invested in equity and equity-related instruments across market capitalisation, while the other 35% are invested in debt and money market instruments.
Pros and Cons of SBI Focused Equity Fund - Direct Plan - Growth
The one-year, three-year, and five-year returns of the fund have been higher than that of the category average returns. However, the risk-adjusted returns are lower compared to the category. In addition, an exit load is charged as well.
Fund Information and Statistics
i) Inception/Launch Date
The fund scheme was launched on 11 October 2004.
ii) Risk Level
The fund is associated with a moderately high risk profile since it predominantly invests in equity and equity-related instruments.
You can redeem fund units at any time since a lock-in period is not applicable to the principal invested. However, an exit load may be charged subject to certain conditions.
iv) Fund Manager
Mr R Srinivasan is the current Fund Manager for the fund.
v) Entry/Exit Load
Entry load is not applicable when you purchase mutual fund units. An exit load of 1% is charged if you redeem/switch out funds within one year from the date of allotment. After completing one year, no exit load is charged.
About SBI Mutual Fund
SBI Mutual Fund was set up on 23 December 1994. The sponsor for the fund house is State Bank of India and the trustee company is SBI Mutual Fund Trustee Company Private Limited. The fund house offers about 141 different folios as of 30 September 2020.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns