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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

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SBI Focused Equity Fund Growth

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SBI Small Cap Fund Regular Plan Growth

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Fund Returns

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Nav (27 Jan)

₹220.62

₹109.78

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Last 1 Year

-5.8%

6.5%

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Last 3 Year

11.9%

24.7%

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Last 5 Year

10%

12.1%

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Last 10 Year

14%

23.9%

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Since Inception

18.4%

19.7%

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₹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.

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Category View

Positive

The category has a positive investment outlook

Neutral

The category has a neutral investment outlook

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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

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Relative Size

₹ 27819 Cr

Category leader in size

₹ 15348 Cr

Category leader in size

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19 Years

Track Record

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Impact of Interest Rate Changes

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Credit Quality Of Fund's Portfolio

₹ 27819 Cr

Relative Size

Positive

Category View

Consistently Good

Consistency Of Performance

14 Years

Track Record

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Impact of Interest Rate Changes

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Credit Quality Of Fund's Portfolio

₹ 15348 Cr

Relative Size

Neutral

Category View

Good

Consistency Of Performance

Scheme Information

Risk Factor

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Very High Risk

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Very High Risk

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Expense Ratio

1.6 %

1.84 %

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Launched Date

Oct 11, 2004

Sep 09, 2009

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AUM in Crores

₹ 27,819 Cr

₹ 15,348 Cr

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Exit Load

1.0% if withdrawn within 1 Year(s)

1.0% if withdrawn within 1 Year(s)

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Lock-in

No Lock-in

No Lock-in

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Benchmark

S&P BSE 500 India TR INR

S&P BSE 250 SmallCap Index TR INR

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ISIN

INF200K01370

INF200K01T28

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SIP Minimum

₹ 1,000

₹ 1,000

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Lumpsum Minimum

₹ 5,000

₹ 5,000

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Fund Managers

user-avatar

Mohit Jain

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R. Srinivasan

user-avatar

Mohit Jain

user-avatar

R. Srinivasan

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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...

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risk-indicator-arrow.svg

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

risk-indicator-arrow.svg

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

user-avatar

Mohit Jain

user-avatar

R. Srinivasan

user-avatar

Mohit Jain

user-avatar

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)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 2,02,899

₹ 2,54,497

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Maturity Amount

₹ 9,35,511

₹ 9,87,109

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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%
7.4%

Hdfc bank ltd

7.4%
7.4%

State bank of india

7.4%
7.4%

Muthoot finance ltd

5.7%
5.7%

Treps

5.6%
5.6%
See all holdingsright-arrowright-arrow

Treps

14.6%
14.6%

Blue star ltd

3.7%
3.7%

Vedant fashions ltd

3.1%
3.1%

Finolex industries ltd

2.9%
2.9%

V-guard industries ltd

2.9%
2.9%
See all holdingsright-arrowright-arrow

Amc Information

Name

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SBI Funds Management Ltd

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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...

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Contact Information

022-61793000

022-61793000

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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

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SBI Focused Equity Fund Growth

Focused

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SBI Small Cap Fund Regular Plan Growth

Small Cap