SBI Focused Equity Fund – Direct Growth

Equity · Focused
 · ★★★
500
Min SIP
5,000
Min Lumpsum
0.75 %
Expense Ratio
★★★
Rating
31,383
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 29% 15.5% 17.7% 15.5%
Category Average 39.8% 19.4% 19.1% -

Scheme Allocation

By Holding
By Sector
By Asset
7.86%
5.55%
Others
67.58%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 7.86%
Muthoot Finance Finance Equity 6.8%
Bharti Airtel Telecomm-Service Equity 6.68%
HDFC Bank Banks Equity 5.55%
P & G Hygiene FMCG Equity 5.53%
St Bk of India Banks Equity 5.51%
Divi's Lab. Pharmaceuticals Equity 5.03%
Bharti Airtel PP Telecomm-Service Equity 4.64%
Bajaj Finance Finance Equity 4.59%
Solar Industries Aerospace & Defence Equity 4.12%
HDFC AMC Finance Equity 3.81%
ZF Commercial Auto Ancillaries Equity 3.64%
ICICI Lombard Insurance Equity 3.34%
Hatsun Agro FMCG Equity 3.27%
Shree Cement Cement Equity 2.73%
Jubilant Food. Quick Service Restaurant Equity 2.6%
Relaxo Footwear Leather Equity 2.31%
Page Industries Readymade Garments/ Apparells Equity 2.26%
Delhivery Logistics Equity 2.05%
Medplus Health Retail Equity 1.53%
JSW Infrast Marine Port & Services Equity 1.21%
HDFC Life Insur. Insurance Equity 1.06%
Banks
18.92%
Finance
11.39%
Telecom-Services
11.32%
Others
10.35%
Personal Products
5.53%
Others
42.49%
View all Sectors
Sectors Asset
Banks 18.92%
Finance 11.39%
Telecom-Services 11.32%
Others 10.35%
Personal Products 5.53%
Pharmaceuticals & Biotech 5.03%
Insurance 4.4%
Chemicals & Petrochemical 4.12%
Capital Markets 3.81%
Debt 3.69%
Auto Components 3.64%
Food Products 3.27%
Cement & Cement Products 2.73%
Leisure Services 2.6%
Consumer Durables 2.31%
Textiles & Apparels 2.26%
Transport Services 2.05%
Retailing 1.53%
Transport Infrastructure 1.21%
Cash & Others -0.16%
Equity
86.12%
Foreign Equity
10.29%
Reverse Repos
3.06%
T-Bills
0.63%
Derivatives
0.06%

Advance Ratio

1.03
Alpha
3.65
SD
0.76
Beta
0.92
Sharpe

Exit Load

Exit Load For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.

Fund Objective

The SBI-focused fund is one of the largest mutual fund schemes in India. It is also one of the most actively traded schemes in the country.

The SBI-focused fund was started in 2013 by Mr Sanghvi, Mr Mahalingam, Mr Kumar, & Mr Sharma. Mr Mahalingam and Mr Kumar are the managing directors of SBI investments. The SBI-focused fund is managed by SBI financial services limited, and the investment advisor for this fund is Sanghvi Capital Management Private Limited.

If you are an investor, you would know that the SBI-focused fund has been in the news for quite some time now. The fund invests across equity and debt, into companies, at all stages of investment, including early and late, growth and value, defensible, in India and abroad.

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Pros & Cons

Pros Cons
The fund has a relatively low expense ratio, which means that more of your money will go towards actual investments rather than fees. Like all equity funds, the SBI-Focused Equity Fund is subject to market risk. This means that the value of the fund’s holdings can go up or down, and investors could lose money.
The fund has a strong track record, with an annualized return of over 20% since its inception in 2006. The SBI Focused Equity Fund invests in a small number of stocks, which means that the fund’s performance is more closely tied to the performance of those stocks. If the stocks in the fund’s portfolio do not perform well, the fund’s performance will suffer.
The fund is managed by an experienced team of professionals who have a proven track record of success. Due to the higher level of risk associated with this fund, it is unsuitable for all investors. Investors who are risk-averse or have a low tolerance for risk should avoid this fund.
Investors looking for exposure to large and mid-cap stocks with the potential for long-term capital appreciation may consider investing in the SBI Focused Equity Fund.

Who Should Invest in SBI Focused Equity Fund?

This fund is perfect for investors who can handle some risks and are in it for the long haul. If you’re interested in investing in the Indian stock market, this is a great option. That’s because the fund focuses on a portfolio of diversified large-cap and mid-cap stocks.

What are the Benefits of Investing in SBI Focused Equity Fund?

The fund offers several benefits to investors, including the potential for high returns, diversification of portfolio, and professional management.

The fund has a high return potential as it invests in a diversified portfolio of large and mid-cap stocks. It also offers portfolio diversification by investing in various stocks, reducing the risk of loss associated with investing in a single stock.

Lastly, the fund is professionally managed by experienced fund managers. They have the expertise and knowledge to efficiently identify stocks with high growth potential and manage the portfolio

Fund Managers

R Srinivasan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

SBI Mutual Fund
AUM:
8,28,312 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

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Frequently Asked Questions

How to invest in SBI Focused Equity Fund – Direct Growth ?

You can invest in SBI Focused Equity Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Focused Equity Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of SBI Focused Equity Fund – Direct Growth ?

The NAV of SBI Focused Equity Fund – Direct Growth is ₹311.5 as of 01 March 2024.

How to redeem SBI Focused Equity Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of SBI Focused Equity Fund – Direct Growth?

The minimum SIP amount of SBI Focused Equity Fund – Direct Growth is ₹500

What are the top sectors SBI Focused Equity Fund – Direct Growth has invested in?

The top sectors SBI Focused Equity Fund – Direct Growth has invested in are
  1. Banks - 18.92%
  2. Finance - 11.39%
  3. Telecom-Services - 11.32%
  4. Others - 10.35%
  5. Personal Products - 5.53%

Can I make investments in both the SIP and Lump Sum schemes of SBI Focused Equity Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of SBI Focused Equity Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have SBI Focused Equity Fund – Direct Growth generated ?

The SBI Focused Equity Fund – Direct Growth has delivered 15.5% since inception

What is the expense ratio of SBI Focused Equity Fund – Direct Growth ?

The expense ratio of SBI Focused Equity Fund – Direct Growth is 0.75 % as of 01 March 2024.

What is the AUM of SBI Focused Equity Fund – Direct Growth?

The AUM of SBI Focused Equity Fund – Direct Growth is ₹8,28,312 Cr as of 01 March 2024

What are the top stock holdings of SBI Focused Equity Fund – Direct Growth?

The top stock holdings of SBI Focused Equity Fund – Direct Growth are
  1. ICICI Bank - 7.86%
  2. Muthoot Finance - 6.8%
  3. Bharti Airtel - 6.68%
  4. HDFC Bank - 5.55%
  5. P & G Hygiene - 5.53%

How can I redeem my investments in SBI Focused Equity Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Focused Equity Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Is there any lock-in period for SBI Focused Equity Fund - Direct Growth?

No, there is no lock-in period for SBI Focused Equity Fund – Direct Growth.

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