SBI Focused Equity Fund Growth - Latest NAV ₹146.0267, Returns, Performance & Portfolio

SBI Focused Equity Fund Growth

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Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.05 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years12.97%
5 Years9.36%
3 Years6.02%
1 Year-1.13%
6 Months14.1%
Fund Details
RiskModerately High risk
Fund TypeFocused Fund
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd7.47%
Alphabet Inc A6.31%
Procter & Gamble Hygiene and Health Care Ltd6.04%
Bajaj Finance Ltd5.51%
Avenue Supermarts Ltd5.45%
Bharti Airtel Ltd5.41%
Divi's Laboratories Ltd5.12%
Kotak Mahindra Bank Ltd4.89%
Reliance Industries Ltd.3.85%
Muthoot Finance Ltd3.69%

About SBI Focused Equity Fund

The Scheme is an open-ended equity scheme investing in maximum 30 stocks across multicap space and launched by SBI Mutual Fund House. The Investment Objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in concentrated portfolio of equity and equity linked securities. The Scheme is benchmarked against S&P BSE 500 Index.

Pros & Cons of SBI Focused Equity Fund

With a 10-year return of 17.82%, the Scheme has outperformed both the index (12.43%) and the category (14.31%) by a good margin. The fund has comfortably beaten the multi-cap category over the past decade and continues to be a top pick for investors.

Fund Information & Statistics of SBI Focused Equity Fund

i) Inception / Launch date

The Scheme was launched on 11 October 2004 and was earlier known as SBI Emerging Businesses Fund. The fundamental characteristic of the scheme was changed from being a diversified equity fund to focused equity fund that invests in maximum 30 stocks in the multi-cap space.

ii) Risk level

The fund’s risk-return profile is superior to peers, delivering healthy alpha relative to peers, enabling the Scheme a worthy bet for investors seeking an aggressive, focused strategy.

iii) Redemption

Minimum redemption is Rs 1,000 or 100 units whichever is lower. Redemptions are effected at prices related to applicable NAVs on all business days. The cut-off time is 3 PM for redemptions based on same day NAV.

iv) Fund Manager

The Fund Manager is Mr. R Srinivasan who is managing the Fund since May 2009. He has an experience of more than 25 years in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others.

v) Entry / Exit load

1% exit load is charged if the units are redeemed within 1 year from the date of allotment of units, no exit load is charged beyond 1 year. No entry load is charged by the Scheme.

About SBI Mutual Fund

SBI Mutual Fund is India’s largest bank sponsored mutual fund and the fund has launched 38 schemes and successfully redeemed fifteen of them. Today, the fund house manages over Rs. 42,100 crores of corpus across 38 active schemes

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 7.05 Lakhs in a period of 20 years
Moderately High risk

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