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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Sep 29)
6 Month CAGR
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
Launched (19y ago)
Oct 11, 2004
AUM in Crores
S&P BSE 500 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|SBI Focused Equity Fund (PIDCW-A)||10,78,590||3,45,978||15.5%|
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.
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|Fund Name||Fund Size||Outperformance Consistency|
₹ 17,630 cr
₹ 11,197 cr
₹ 11,862 cr
₹ 10,089 cr
₹ 9,392 cr
SBI Funds Management Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
SBI Focused Equity Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of null% over a period of 18 years. The fund was previously known as SBI Focused Equity Fund Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan.
Nav of SBI Focused Equity Fund (PIDCW-A) as of 9/29/2023 is ₹47.99 with the total AUM as of 10/4/2023 is ₹29473.641. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Focused Equity Fund (PIDCW-A) was launched on Oct 11, 2004. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Focused Equity Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Focused Equity Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
SBI Focused Equity Fund (PIDCW-A) is rated as a 3 fund in Equity and delivered 15.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Focused Equity Fund (PIDCW-A).
What is SBI Focused Equity Fund (PIDCW-A)?
How to invest in SBI Focused Equity Fund (PIDCW-A)?
You can invest in SBI Focused Equity Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Focused Equity Fund (PIDCW-A)?
The minimum sip amount for SBI Focused Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Focused Equity Fund (PIDCW-A) good to invest in?
As per Scripbox experts, SBI Focused Equity Fund (PIDCW-A) is a Neutral fund. You can investSBI Focused Equity Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Focused Equity Fund (PIDCW-A)?
The expense ratio of the SBI Focused Equity Fund (PIDCW-A) is 1.61% for regular plan.