- Mutual Funds
- SBI Mutual Fund
- SBI Focused Equity Fund Direct Growth
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 years).
SBI Focused Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,31,093
Wealth Gained11,63,705
Total Corpus Created (₹)
With CAGR of 18.352 % in 5 yearsHistorical NAV
₹ 346.8418
NAV (Mar 13)
Fund Returns
Last 1Y | 12.2% |
Last 3Y | 11.9% |
Last 5Y | 18.4% |
Last 10Y | 14% |
Since Inception | 15.2% |
6 Month CAGR | -8.6% |
Scheme Information
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
Expense Ratio | 0.75 % |
Launched | - |
AUM in Crores | 32929.2 |
ISIN | INF200K01RJ1 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 11.7 |
Beta | 0.7 |
Sharpe Ratio | 0.4 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Focused Equity Fund Direct (G) | 11,63,705 | 4,31,093 | 18.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Alphabet Inc Class A
7.64%Muthoot Finance Ltd.
6.45%Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))
5.74%State Bank of India
5.3%ICICI Bank Ltd.
5.1%
Allocation by Sector
Financial
28.01%Services
16.08%Healthcare
8.52%Automobile
7.8%Consumer Staples
6.65%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.8% | 16.2% | ||
7.2% | 8.9% | ||
7.8% | 8.6% | ||
7.1% | 9% | ||
22.1% | 16.2% |
SBI Focused Equity Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,31,093
Wealth Gained11,63,705
Total Corpus Created (₹)
With CAGR of 18.352 % in 5 yearsFrequently Asked Questions
What is the expense ratio for SBI Focused Equity Fund Direct Plan Growth?
What is the current AUM of SBI Focused Equity Fund Direct Growth?
What is the latest NAV of SBI Focused Equity Fund Direct Growth?
What is the Riskometer rating for SBI Focused Equity Fund Direct Plan Growth?
Which are the top sector holdings in SBI Focused Equity Fund Direct Plan?
Which are the top stock holdings in SBI Focused Equity Fund Direct Plan?
What is the asset allocation of SBI Focused Equity Fund Direct Plan Growth?
What has been the performance of SBI Focused Equity Fund Direct Growth returns?
Does SBI Focused Equity Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in SBI Focused Equity Fund Direct Plan Growth?
How to invest in SBI Focused Equity Fund Direct Growth?
How can I redeem my investment in SBI Focused Equity Fund Direct Plan?