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- SBI Focused Equity Fund Growth vs SBI Small Cap Fund Regular Plan Growth
SBI Focused Equity Fund Growth vs SBI Small Cap Fund Regular Plan Growth
SBI Focused Equity Fund Growth and SBI Small Cap Fund Regular Plan Growth belong to Focused and Small Cap respectively. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for SBI Focused Equity Fund Growth and SBI Small Cap Fund Regular Plan Growth is 11.9% and 24.7% check other parameters to pick the right fund.
Start comparing returns between
SBI Focused Equity Fund Growth
SBI Small Cap Fund Regular Plan Growth
Fund Returns
Nav (27 Jan)
₹220.62
₹109.78
-
Last 1 Year
-5.8%
6.5%
-
Last 3 Year
11.9%
24.7%
-
Last 5 Year
10%
12.1%
-
Last 10 Year
14%
23.9%
-
Since Inception
18.4%
19.7%
-
₹220.62
Nav (27 Jan)
-5.8%
Last 1 Year
11.9%
Last 3 Year
10%
Last 5 Year
14%
Last 10 Year
18.4%
Since Inception
₹109.78
Nav (27 Jan)
6.5%
Last 1 Year
24.7%
Last 3 Year
12.1%
Last 5 Year
23.9%
Last 10 Year
19.7%
Since Inception
Scripbox Opinion
Scripbox Opinion
This fund is a good choice within focused mutual funds. Scripbox recommends other funds for investment in focused. Click here to see our recommendations. Focused funds provides inflation beating growth over thmore...
Explore similar funds with a Scripbox plan. Explore the plan below.
Click here for top ranked funds in small cap mutual funds. Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10more...
Explore a scientifically created Scripbox plan within this asset class.
Scripbox Fund Analysis
Track Record
19 Years
The fund has an Extended history for analysis and the track record is excellent.
14 Years
The Fund has Sufficient history for analysis and the track record is good.
-
Category View
Positive
The category has a positive investment outlook
Neutral
The category has a neutral investment outlook
-
Consistency Of Performance
Consistently Good
The fund has performed well consistently over a period of time
Good
The historical performance of the fund has been good
-
Relative Size
₹ 27819 Cr
Category leader in size
₹ 15348 Cr
Category leader in size
-
19 Years
Track Record
-
Impact of Interest Rate Changes
-
Credit Quality Of Fund's Portfolio
₹ 27819 Cr
Relative Size
Positive
Category View
Consistently Good
Consistency Of Performance
14 Years
Track Record
-
Impact of Interest Rate Changes
-
Credit Quality Of Fund's Portfolio
₹ 15348 Cr
Relative Size
Neutral
Category View
Good
Consistency Of Performance
Scheme Information
Risk Factor
Very High Risk
Very High Risk
-
Expense Ratio
1.6 %
1.84 %
-
Launched Date
Oct 11, 2004
Sep 09, 2009
-
AUM in Crores
₹ 27,819 Cr
₹ 15,348 Cr
-
Exit Load
1.0% if withdrawn within 1 Year(s)
1.0% if withdrawn within 1 Year(s)
-
Lock-in
No Lock-in
No Lock-in
-
Benchmark
S&P BSE 500 India TR INR
S&P BSE 250 SmallCap Index TR INR
-
ISIN
INF200K01370
INF200K01T28
-
SIP Minimum
₹ 1,000
₹ 1,000
-
Lumpsum Minimum
₹ 5,000
₹ 5,000
-
Fund Managers
Mohit Jain
R. Srinivasan
Mohit Jain
R. Srinivasan
-
Investment Objective
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.more...
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of more...
-
Very High Risk
Risk Factor
1.6 %
Expense Ratio
Oct 11, 2004
Launched Date
₹ 27,819 Cr
AUM in Crores
1.0% if withdrawn within 1 Year(s)
Exit Load
No Lock-in
Lock-in
S&P BSE 500 India TR INR
Benchmark
INF200K01370
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
Very High Risk
Risk Factor
1.84 %
Expense Ratio
Sep 09, 2009
Launched Date
₹ 15,348 Cr
AUM in Crores
1.0% if withdrawn within 1 Year(s)
Exit Load
No Lock-in
Lock-in
S&P BSE 250 SmallCap Index TR INR
Benchmark
INF200K01T28
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
Fund Managers
Mohit Jain
R. Srinivasan
Mohit Jain
R. Srinivasan
Investment Objective
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
Returns Calculator
This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.
of
for
with step-up of
CAGR Returns
10.00% (5Y)
12.10% (5Y)
-
Total Investment Amount
₹ 7,32,612
₹ 7,32,612
-
Wealth Gained
₹ 2,02,899
₹ 2,54,497
-
Maturity Amount
₹ 9,35,511
₹ 9,87,109
-
Step-up
Tenure
10.00% (5Y)
CAGR Returns
₹ 7,32,612
Total Investment
₹ 2,02,899
Wealth Gained
₹ 9,35,511
Total Corpus Created With assumed returns of %
12.10% (5Y)
CAGR Returns
₹ 7,32,612
Total Investment
₹ 2,54,497
Wealth Gained
₹ 9,87,109
Total Corpus Created With assumed returns of 12%
Asset Allocation and Holdings
Top Stock Holdings
Icici bank ltd
7.4%Hdfc bank ltd
7.4%State bank of india
7.4%Muthoot finance ltd
5.7%Treps
5.6%
Treps
14.6%Blue star ltd
3.7%Vedant fashions ltd
3.1%Finolex industries ltd
2.9%V-guard industries ltd
2.9%Amc Information
About
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFmore...
more...
Contact Information
SBI Funds Management Ltd
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.
www.sbimf.com
022-61793000
SBI Funds Management Ltd
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.
www.sbimf.com
022-61793000
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SBI Focused Equity Fund Growth
Focused
SBI Small Cap Fund Regular Plan Growth
Small Cap