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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 24.1% check other parameters to pick the right fund.

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SBI Focused Equity Fund Growth

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SBI Small Cap Fund Regular Plan Growth

Compare

Fund Returns

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Nav (01 Mar)

₹280.63

₹151.63

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Last 1 Year

28.3%

37.2%

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Last 3 Year

14.7%

24.1%

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Last 5 Year

16.6%

25.8%

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Last 10 Year

17.8%

26.8%

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Since Inception

18.6%

20.7%

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₹280.63
Nav (01 Mar)
28.3%
Last 1 Year
14.7%
Last 3 Year
16.6%
Last 5 Year
17.8%
Last 10 Year
18.6%
Since Inception
₹151.63
Nav (01 Mar)
37.2%
Last 1 Year
24.1%
Last 3 Year
25.8%
Last 5 Year
26.8%
Last 10 Year
20.7%
Since Inception

Scripbox Opinion

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Scripbox Opinion
Scripbox recommends other funds for investment in focused. Click here to see our recommendations. Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duratmore...

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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

The fund has an Extended history for analysis and the track record is excellent.

15 Years

The fund has an Extended history for analysis and the track record is excellent.

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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

Relatively moderate

The historical performance of the fund has been OK

Relatively moderate

The historical performance of the fund has been OK

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Relative Size

₹ 31384 Cr

Category leader in size

₹ 24862 Cr

Category leader in size

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20 YearsTrack Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 31384 CrRelative Size
PositiveCategory View
Relatively moderateConsistency Of Performance
15 YearsTrack Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 24862 CrRelative Size
NeutralCategory View
Relatively moderateConsistency Of Performance

Scheme Information

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Risk Factor
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Very High Risk
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Very High Risk
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Expense Ratio
1.59 %
1.63 %
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Launched Date
Oct 11, 2004
Sep 09, 2009
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AUM in Crores
₹ 31,384 Cr
₹ 24,862 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

user-avatar

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
1.59 %
Expense Ratio
Oct 11, 2004
Launched Date
₹ 31,384 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
1.63 %
Expense Ratio
Sep 09, 2009
Launched Date
₹ 24,862 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

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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

16.60% (5Y)

25.80% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 3,77,851

₹ 6,96,046

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Maturity Amount

₹ 11,10,463

₹ 14,28,658

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Step-up

Tenure

16.60% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 3,77,851

Wealth Gained

₹ 11,10,463

Total Corpus Created With assumed returns of %

25.80% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 6,96,046

Wealth Gained

₹ 14,28,658

Total Corpus Created With assumed returns of 12%

Asset Allocation and Holdings

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Top Stock Holdings

Icici bank ltd

7.9%
7.9%

Alphabet inc class a

7%
7%

Muthoot finance ltd

6.8%
6.8%

Bharti airtel ltd

6.7%
6.7%

Procter & gamble hygiene and h...

5.5%
5.5%
See all holdingsright-arrowright-arrow

Treps

13.8%
13.8%

Blue star ltd

4.3%
4.3%

Chalet hotels ltd

3%
3%

Finolex industries ltd

3%
3%

Kalpataru projects internation...

2.9%
2.9%
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

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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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