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  • SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly SBI Focused Equity Fund Reg DR

SBI Mutual Fund

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

EquityDiversified

Top Ranked

45.0532

NAV (Oct 21)

18.3%
5 Year CAGR
Scripbox Opinion

Top Ranked

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) is recommended for investment within diversified mutual funds.

Diversified 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

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

Relative Size

20,372 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

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

45.0532

NAV (Oct 21)

Fund Returns

Last 1Y
68.3%
Last 3Y
26.5%
Last 5Y
18.3%
Last 10Y
19%
Since Inception
NA
6 Month CAGR
32.1%
info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.76
Launched (17y ago)
Oct 11, 2004
AUM in Crores
20371.626
ISIN
INF200K01396
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

R. Srinivasan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 450,119 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR
recommended-badge

26.5%

20.6%

recommended-badge

6.1%

7.2%

top-ranked-badge

26.5%

%

top-ranked-badge

5%

5.8%

top-ranked-badge

5%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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How does Scripbox rate funds?

Proprietary 4-step system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Sub-asset Class View

Sub-asset Class View

We check if the sub-category of the fund is recommended by us.

Fund Performance

Fund Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Fund Size

Fund Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Attractiveness

Credit Attractiveness

We check the credit quality of the underlying instruments present in the fund. Higher the better.

Equity Funds

Debt Funds

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About SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

About SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a Diversified 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 Private Limited. The fund manager’s name is R. Srinivasan

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

The SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Oct 11, 2004. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹45.05. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹20371.626. The category risk of the SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.76 % as expense ratio.

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

The fund’s highest allocation is towards Equity and has invested 93.6% in this asset class. The top three holdings of the fund are , treps , bharti airtel ltd , muthoot finance ltd , kotak mahindra bank ltd , hdfc bank ltd , netflix inc , hatsun agro product ltd , alphabet inc class a , divi's laboratories ltd , procter & gamble hygiene and health care ltd , max healthcare institute ltd ordinary shares , avenue supermarts ltd , abb india ltd , solar industries india ltd , bajaj finance ltd , nhpc ltd , nvidia corp , crompton greaves consumer electricals ltd , tube investments of india ltd ordinary shares , torrent power ltd , wabco india ltd , relaxo footwears ltd , net receivable / payable , page industries ltd , icici lombard general insurance co ltd , gland pharma ltd , state bank of india , bharti airtel ltd. , margin amount for derivative positions

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) Sip

The minimum SIP (Systematic Investment Plan) amount for this 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.

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

This fund 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 Inc Dist cum Cap Wdrl (RIDCW-A) Review

SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 5 out of 5 Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.

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