- Mutual Funds
- SBI Mutual Fund
- SBI Focused Equity Fund (RIDCW-A)
Formerly SBI Focused Equity Fund Reg DR
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 43.7042
NAV (May 29)
Fund Returns
Last 1Y | 12.5% |
Last 3Y | 24.7% |
Last 5Y | 11.7% |
Last 10Y | 15.3% |
Since Inception | NA |
6 Month CAGR | 1.6% |
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 | 1.6 |
Launched (19y ago) | Oct 11, 2004 |
AUM in Crores | 26573.194 |
ISIN | INF200K01396 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.4 |
Standard Deviation (5yr) | 18.7 |
Beta (3yr) | 0.87 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 1.02 |
Sharpe Ratio (5yr) | 0.371 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Focused Equity Fund (RIDCW-A) | 9,77,005 | 2,44,393 | 11.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
hdfc bank ltd
7.7%icici bank ltd
7.5%treps
6.6%alphabet inc class a
6.3%state bank of india
5.6%Allocation by Sector
financial services
39.8%communication services
14.5%consumer cyclical
11%healthcare
9%consumer defensive
8.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 10,178 cr | ||
₹ 8,056 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 6.5% | ||
32.9% | 17.2% | ||
36% | 15.1% | ||
28.6% | 11.6% | ||
6.9% | 7.5% |
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 18 years. The fund was previously known as SBI Focused Equity Fund Reg DR. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan.
Nav of SBI Focused Equity Fund (RIDCW-A) as of 5/29/2023 is ₹43.70 with the total AUM as of 5/30/2023 is ₹26573.194. 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 3 fund in Equity and delivered 12.5% 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 Neutral 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 1.6% for regular plan.