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  • SBI Mutual Fund
  • SBI Focused Equity Fund (RIDCW-A)

Formerly SBI Focused Equity Fund Reg DR

SBI Mutual Fund

SBI Focused Equity Fund (RIDCW-A)

EquityFocused

Top Ranked

38.4784

NAV (May 19)

14.2%
5 Year CAGR
Scripbox Opinion

Top Ranked

SBI Focused Equity Fund (RIDCW-A) is a good choice within focused mutual funds.

Scripbox recommends other funds for investment in focused.

Click here to see our recommendations.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

24,707 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

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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

38.4784

NAV (May 19)

Fund Returns

Last 1Y

9.8%

Last 3Y

15.3%

Last 5Y

14.2%

Last 10Y

16.9%

Since Inception

NA

6 Month CAGR

-16.4%

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

1.82

Launched (18y ago)

Oct 11, 2004

AUM in Crores

24706.562

ISIN

INF200K01396

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

R. Srinivasan

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-05-19

Top Stock Holdings

treps

9.5%
9.5%

muthoot finance ltd

6.6%
6.6%

icici bank ltd

5.7%
5.7%

divi's laboratories ltd

5.5%
5.5%

state bank of india

5.4%
5.4%
See all holdings
allocation by market cap

Allocation by Sector

financial services

32.9%
32.9%

communication services

15.6%
15.6%

healthcare

12.8%
12.8%

consumer cyclical

12%
12%

consumer defensive

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 25,449 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 2 equity,34 debt and 21 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

15.3%

18.9%

5.3%

7.4%

17.5%

17.1%

13%

11.6%

5.3%

%

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

SBI Focused Equity Fund (RIDCW-A) Review

SBI Focused Equity Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of null% over a period of 17 years. The fund was previously known as SBI Focused Equity Fund Reg DR. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is R. Srinivasan.

Nav of SBI Focused Equity Fund (RIDCW-A) as of 5/19/2022 is ₹38.48 with the total AUM as of 5/20/2022 is ₹24706.562. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Focused Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 9.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Focused Equity Fund (RIDCW-A).

Frequently Asked Questions

What is SBI Focused Equity Fund (RIDCW-A)?

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

How to invest in SBI Focused Equity Fund (RIDCW-A)?

You can invest in SBI Focused Equity Fund (RIDCW-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 (RIDCW-A)?

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

Is SBI Focused Equity Fund (RIDCW-A) good to invest in?

As per Scripbox experts, SBI Focused Equity Fund (RIDCW-A) is a Top Ranked fund. You can investSBI Focused Equity Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the SBI Focused Equity Fund (RIDCW-A) is 1.82% for regular plan.