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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 14.7% and 23.8% 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 (24 Jul)

₹324.95

₹179.58

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Last 1 Year

26.5%

41.4%

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Last 3 Year

14.7%

23.8%

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Last 5 Year

18.4%

29.7%

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Last 10 Year

15.5%

23.9%

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Since Inception

19.1%

21.5%

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₹324.95
Nav (24 Jul)
26.5%
Last 1 Year
14.7%
Last 3 Year
18.4%
Last 5 Year
15.5%
Last 10 Year
19.1%
Since Inception
₹179.58
Nav (25 Jul)
41.4%
Last 1 Year
23.8%
Last 3 Year
29.7%
Last 5 Year
23.9%
Last 10 Year
21.5%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Click here for top ranked funds in focused mutual funds. Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 ymore...

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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...

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Scripbox Fund Analysis

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Track Record

20 Years

15 Years

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Category View

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Consistency Of Performance

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Relative Size

₹ 35016 Cr

Category leader in size

₹ 30836 Cr

Category leader in size

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20 YearsTrack Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 35016 CrRelative Size
-Category View
-Consistency Of Performance
15 YearsTrack Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 30836 CrRelative Size
-Category View
-Consistency Of Performance

Scheme Information

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Risk Factor
risk-indicator-arrow.svg
Very High Risk
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Very High Risk
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Expense Ratio
1.57 %
1.59 %
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Launched Date
Oct 11, 2004
Sep 09, 2009
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AUM in Crores
₹ 35,016 Cr
₹ 30,836 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
BSE 500 TR INR
BSE 250 SmallCap 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

user-avatar

R. Srinivasan

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Mohan Lal

user-avatar

Pradeep Kesavan

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
1.57 %
Expense Ratio
Oct 11, 2004
Launched Date
₹ 35,016 Cr
AUM in Crores
1.0% if withdrawn within 1 Year(s)
Exit Load
No Lock-in
Lock-in
BSE 500 TR INR
Benchmark
INF200K01370
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High Risk
Risk Factor
1.59 %
Expense Ratio
Sep 09, 2009
Launched Date
₹ 30,836 Cr
AUM in Crores
1.0% if withdrawn within 1 Year(s)
Exit Load
No Lock-in
Lock-in
BSE 250 SmallCap 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

Mohan Lal

user-avatar

Pradeep Kesavan

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

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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

18.40% (5Y)

29.70% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 4,32,596

₹ 8,64,095

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Maturity Amount

₹ 11,65,208

₹ 15,96,707

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Step-up

Tenure

18.40% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 4,32,596

Wealth Gained

₹ 11,65,208

Total Corpus Created With assumed returns of %

29.70% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 8,64,095

Wealth Gained

₹ 15,96,707

Total Corpus Created With assumed returns of 12%

Asset Allocation and Holdings

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Top Stock Holdings

Alphabet inc class a

8.2%
8.2%

Muthoot finance ltd

7.2%
7.2%

Icici bank ltd

5.8%
5.8%

Bharti airtel ltd (partly paid...

5.6%
5.6%

Treps

5.4%
5.4%
See all holdingsright-arrowright-arrow

Treps

10.8%
10.8%

Finolex industries ltd

3.7%
3.7%

Blue star ltd

3.7%
3.7%

Ge t&d india ltd

3.4%
3.4%

Kalpataru projects internation...

3.4%
3.4%
See all holdingsright-arrowright-arrow

Amc Information

Name

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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

Invest in this fund
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SBI Small Cap Fund Regular Plan Growth

Small Cap

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SBI Focused Equity Fund Growth

Focused

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SBI Small Cap Fund Regular Plan Growth

Small Cap

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