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).
No single fund can achieve what a plan can. Learn why
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.
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.
SBI Funds Management Private Limited manages assets worth 399,510 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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 % 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 as of 2021-07-30 is ₹ 39.5111. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 16856.571. The category risk of the SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk.
The fund charges 1.79 % 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 96.3% in this asset class. The top three holdings of the fund are muthoot finance ltd,hdfc bank ltd and alphabet inc class a
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 4 out of 5 based on consistency of performance over various years / tenures.
