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    • SBI Focused Equity Fund (Growth)

    Formerly SBI Emerging Businesses Reg Gr

    SBI Mutual Fund

    SBI Focused Equity Fund (Growth)

    EquityDiversified

    Recommended

    Top Ranked

    241.4552

    NAV (Sep 23)

    17.7%
    5 Year CAGR
    Scripbox Opinion

    Recommended

    SBI Focused Equity Fund (Growth) is recommended for investment within diversified mutual funds.

    Diversified 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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

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

    Relative Size

    19,430 Cr. Category leader in size

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Consistently Good. The fund has performed well consistently over a period of time

    Invest in this fund
    Invest in this fund as part of a scientific Scripbox plan. Explore the plan below.
    Build Long Term Wealth

    Build Long Term Wealth

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

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    chart-amc-about

    Historical NAV

    241.4552

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    71.2%
    Last 3Y
    21.7%
    Last 5Y
    17.7%
    Last 10Y
    18.6%
    Since Inception
    20.5%
    6 Month CAGR
    29.2%
    info-icon-blue

    Scheme Information

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.7
    Launched (17y ago)
    Oct 11, 2004
    AUM in Crores
    19429.100
    ISIN
    INF200K01370
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 500 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    R. Srinivasan

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 438,987 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.7%

    20.5%

    recommended-badge

    6.3%

    7.2%

    top-ranked-badge

    21.7%

    %

    top-ranked-badge

    5.1%

    5.8%

    top-ranked-badge

    5.1%

    5.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    SBI Focused Equity Fund-Growth is an open-ended diversified equity mutual fund scheme. It primarily invests in a maximum of 30 stocks across multi-cap space. The fund aims to provide long-term capital appreciation to its investors. The fund was previously known as SBI Emerging Businesses Reg Gr. SBI Funds Management Private Limited manages the fund. The fund is being managed by Mr. R. Srinivasan. The fund is suitable for investors who seek retirement planning, and wealth creation.

    SBI Focused Equity Fund- Growth Investment Objective

    The fund’s investment objective is to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. The fund achieves its objective by maintaining a  concentrated portfolio of equity and equity-related instruments and securities. The fund invests 65% of its assets in equity and equity-related instruments and securities across market capitalization. The fund maintains the flexibility of investing 35% of its assets in debt and money market instruments. The fund follows a bottom-up approach to stock-picking and invests in companies across market capitalization and sectors.

    SBI Focused Equity Fund- Growth Scheme Details

    On 11th October SBI Mutual Funds had launched SBI Focused Equity Fund- Growth.  The fund has been in existence for the past 17 years. It continues to provide long-term appreciation and inflation-beating returns over the investment duration to its investors.

    NAV and Returns – The NAV of the fund as of 29th June 2021 is Rs 209.25. The risk-o-meter of the fund is very high risk. Hence, an investor must understand that their principal amount of investment will be at very high risk. Owing to the nature and asset class of the fund, an investor may expect volatility in their investments over the short term. SBI Focused Equity Fund-Growth is a 17-year-old fund. The scheme has delivered a return of 19.80% since its inception.

    Minimum Investment – The fund requires a minimum SIP investment of Rs 1,000. However, the minimum amount for a lump sum investment is Rs 5,000

    Expense Ratio and Exit Load – The fund charges an expense ratio of 1.79% on the units of the mutual funds. An exit load of 1% for units in excess of 10% of the investment for any redemption within 12 months. In case an investor redeems after 12 months from the date of initial investment then no exit load is charged by the fund.

    Fund Manager – The fund is managed by Mr. R. Srinivasan. R. Srinivasan possesses a wide and rich experience of over 26 years in Equity Research and Fund Management. Currently, he is the Head of Equity at SBI and manages a number of open-ended funds. He has been managing the fund since May 2009. 

    Other Details – There is no lock-in period for the scheme. So, an investor can redeem an investment anytime without any redemption limit. As of 29th June 2021, the AUM of SBI Focused Equity Fund-Growth is Rs 15,880 cr. The fund benchmarks to S&P BSE 500 India TR INR. This fund is meant for investors with a minimum investment horizon of 10-15 years. 

    1 Year Return52.50%
    3 Years Return16.90%
    5 Years Return16.70%
    10 Years Return17.20%
    Returns Updated as of 29th June 2021

    SBI Focused Equity Fund- Growth Top Stock Holdings

    The SBI Focused Equity Fund-Growth has invested its assets majorly in the stocks of the following companies:

    CompanyPercentage of Holding (As of 29th June 2021)
    TREPS7.50%
    HDFC Bank Limited6.70%
    Alphabet INC5.40%
    Divi’s Laboratories Limited5.30%
    Procter & Gamble Hygiene and Health Care Limited4.90%
    ABB India Limited4.60%
    Bharti Airtel India4.40%
    Muthoot Finance Limited4.30%
    Gland Pharma Limited4.20%
    Avenue Supermarts Limited4.10%
    Kotak Mahindra Bank Limited4%

    Asset Allocation of SBI Focused Equity Fund- Growth

    The SBI Focused Equity Fund-Growth has invested in the following sectors:

    SectorPercentage of Holding (As of 29th June 2021)
    Financial Services21.80%
    Consumer Defensive12.20%
    Healthcare11.50%
    Consumer Cyclical11%
    Communication Services9.80%
    Utilities9.50%
    Industrial5.90%
    Basic Materials3.50%

    SBI Focused Equity Fund- Growth Review

    Scripbox recommends SBI Focused Equity Fund-Growth for investment within the diversified mutual fund category. Diversified mutual funds provide inflation-beating growth over the long term. Diversified mutual funds are suitable for an investment goal of wealth creation and capital appreciation. Moreover, the fund is suitable for an investment duration of 10-15 years or longer to fulfill those investment goals.

    1. The fund has 17 years of an extended history for analysis. The track record for these 17 years is excellent.
    2. With an AUM or relative size of Rs 15,880 cr, the fund is a leader within its category of diversified mutual funds.
    3. The scheme has performed well consistently over a period of time by providing benchmark beating returns. The returns earned are similar to other funds in the same category of mutual funds.

    How Scripbox Algorithmically Selects Mutual Funds?

    Scripbox uses time-tested principles, historical data, and valid assumptions about asset classes. We combine them with a rigorous process to finalize which asset classes make the most sense for specific types of objectives, considering the time needed to achieve them.

    Once we select an asset class, our algorithm goes to work to select the best financial products.

    The algorithm scores financial products on multiple parameters, giving relevant weights to each of the listed parameters, such as:

    • Track record of the product – how long has it been around?
    • Assets under management – how big is it – for example, the size of a mutual fund
    • Liquidity – how easy is it to move in or out of the product?
    • Consistency of performance – how much have the returns fluctuated?
    • The risk associated with the product – what risks impact the product?
    • Quality of underlying assets – we assess how risky the underlying assets are – for example, by considering bond ratings in the case of debt funds

    With such a scientific and detailed approach Scripbox ensures:

    • Bias free product selection – commissions don’t sway our decisions
    • Minimal human intervention and thus minimal impact of emotions and behavioral biases
    • Consideration of the maximum number of factors that can impact an investment product
    • Application of logic to investment product selection 

    Our investment product selection science helps us help you, without biases clouding the evaluation.

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    Mirae Asset Tax Saver FundICICI Prudential Savings Fund
    Axis Liquid FundParag Parikh Long Term Equity Fund
    DSP US Flexible Equity FundReliance Liquid Fund Growth Plan
    UTI Nifty Index FundAxis Midcap Fund Growth
    HDFC Index FundMirae Asset Large Cap Fund
    SBI Ultra Short Term FundTata Liquid Fund
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