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  • SBI Focused Equity Fund (Growth)

Formerly SBI Emerging Businesses Reg Gr

SBI Mutual Fund

SBI Focused Equity Fund (Growth)

EquityFocused

293.4188

NAV (Apr 15)

15.4%
5 Year CAGR
Scripbox Opinion
Neutral
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 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

293.4188

NAV (Apr 15)

Fund Returns

Last 1Y
30.4%
Last 3Y
16.2%
Last 5Y
15.4%
Last 10Y
17.2%
Since Inception
18.8%
6 Month CAGR
10%

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.

Expense Ratio
1.6
Launched (20y ago)
Oct 11, 2004
AUM in Crores
32190.375
ISIN
INF200K01370
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.2
Standard Deviation (5yr)
17.6
Beta (3yr)
0.72
Beta (5yr)
0.84
Sharpe Ratio (3yr)
0.854
Sharpe Ratio (5yr)
0.639
YTM
0
Fund Managers

R. Srinivasan

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Focused Equity Fund (Growth)70%10,75,750 3,43,13815.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-04-15

Top Stock Holdings

icici bank ltd

7.8%
7.8%

alphabet inc class a

7.4%
7.4%

muthoot finance ltd

7%
7%

treps

6.4%
6.4%

state bank of india

6.3%
6.3%
See all holdings

Allocation by Sector

financial services

38.4%
38.4%

communication services

16.4%
16.4%

consumer cyclical

10%
10%

healthcare

9.5%
9.5%

consumer defensive

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22.5%

17.8%

16.1%

12.1%

25.7%

16.3%

28.1%

13.4%

SBI Focused Equity Fund (G) Review

SBI Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 18.8% over a period of 19 years. The fund was previously known as SBI Emerging Businesses Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan.

Nav of SBI Focused Equity Fund (G) as of 4/15/2024 is ₹293.42 with the total AUM as of 4/17/2024 is ₹32190.375. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Focused Equity Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 3 fund in Equity and delivered 30.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Focused Equity Fund (G).

Frequently Asked Questions

What is SBI Focused Equity Fund (G)?

SBI Focused Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Focused Equity Fund (G)?

You can invest in SBI Focused Equity Fund (G) 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 (G)?

The minimum sip amount for SBI Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Focused Equity Fund (G) good to invest in?

As per Scripbox experts, SBI Focused Equity Fund (G) is a Neutral fund. You can investSBI Focused Equity Fund (G) 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 (G)?

The expense ratio of the SBI Focused Equity Fund (G) is 1.6% for regular plan.