- Mutual Funds
- SBI Mutual Fund
- SBI Focused Equity Fund (RIDCW-A)
Formerly SBI Focused Equity Fund Reg DR
Top Ranked
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.
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
Scripbox Recommended Focused Funds
Want the focused equity funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
treps
9.5%muthoot finance ltd
6.6%icici bank ltd
5.7%divi's laboratories ltd
5.5%state bank of india
5.4%
Allocation by Sector
financial services
32.9%communication services
15.6%healthcare
12.8%consumer cyclical
12%consumer defensive
8.2%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsSBI 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)?
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.