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  • SBI Mutual Fund
  • SBI Focused Equity Fund (Growth)

Formerly SBI Emerging Businesses Reg Gr

SBI Mutual Fund

SBI Focused Equity Fund (Growth)

EquityFocused

Top Ranked

222.8312

NAV (Feb 03)

10.8%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within focused mutual funds.

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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Want the equity funds that are right for your long term equity investment needs?Learn more

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

222.8312

NAV (Feb 3)

Fund Returns

Last 1Y

-7.8%

Last 3Y

12.4%

Last 5Y

10.8%

Last 10Y

13.9%

Since Inception

18.3%

6 Month CAGR

-1.7%

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 (19y ago)

Oct 11, 2004

AUM in Crores

27818.569

ISIN

INF200K01370

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.2

Standard Deviation (5yr)

18.8

Beta (3yr)

0.85

Beta (5yr)

0.87

Sharpe Ratio (3yr)

0.445

Sharpe Ratio (5yr)

0.35

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%954,750 222,13810.8%
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.

Asset allocation and Holdings

Last updated on 2023-02-03

Top Stock Holdings

icici bank ltd

7.4%
7.4%

hdfc bank ltd

7.4%
7.4%

state bank of india

7.4%
7.4%

muthoot finance ltd

5.7%
5.7%

treps

5.6%
5.6%
See all holdings

Allocation by Sector

financial services

39.7%
39.7%

communication services

13.7%
13.7%

consumer cyclical

10.6%
10.6%

healthcare

9.4%
9.4%

consumer defensive

7.8%
7.8%
See all sectors

Compare SBI Focused Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 489,815 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.4%

    18.3%

    6.2%

    6.8%

    3.7%

    6.5%

    18.3%

    17.2%

    16.1%

    11.5%

    SBI Focused Equity Fund (G) Review

    SBI Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 18.3% over a period of 18 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 2/3/2023 is ₹222.83 with the total AUM as of 2/5/2023 is ₹27818.569. 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 4 fund in Equity and delivered -7.8% 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 Top Ranked 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.