SBI Focused Equity Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12% | 23.6% | 13.1% | 14.9% | ||||
| Category Average | 13.1% | 26.9% | 12.7% | - |
Scheme Allocation
Advance Ratio
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. |
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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.
Pros & Cons
| Pros | Cons |
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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. |
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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. |
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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. |
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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. |
How to Invest in SBI Focused Equity Fund?
The SBI Focused Equity Fund is a mutual fund that invests in a portfolio of large- and mid-cap stocks. The fund follows a focused approach and invests in a maximum of 30 stocks. The fund manager selects stocks based on several factors, including growth potential, financial strength, and valuations.
Investors can invest in the SBI-Focused Equity Fund through 5paisa after completing all the KYC formalities.
What is the Expense Ratio of SBI Focused Equity Fund?
The expense ratio is an essential factor to consider when choosing a mutual fund. A lower expense ratio means more of your money will go towards the actual investment, and a higher expense ratio means more of your money will be used to cover expenses.
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. Thats 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
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Focused .
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- 4,379
-
22%Fund Size - 4,379
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34.6%Fund Size - 4,379
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13.7%Fund Size - 4,379
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- Equity .
- Focused .
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- 6,112
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12.1%Fund Size - 6,112
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31%Fund Size - 6,112
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13.1%Fund Size - 6,112
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- Equity .
- Focused .
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- 8,267
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17.2%Fund Size - 8,267
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30.5%Fund Size - 8,267
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14.5%Fund Size - 8,267
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- Equity .
- Focused .
-
- 258
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13%Fund Size - 258
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26.6%Fund Size - 258
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12.5%Fund Size - 258
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- Equity .
- Focused .
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- 808
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14.3%Fund Size - 808
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24.8%Fund Size - 808
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14.2%Fund Size - 808
AMC Contact Details
Frequently Asked Questions
How to invest in SBI Focused Equity Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Focused Equity Fund 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 ?
How to redeem SBI Focused Equity Fund holding ?
What is the minimum sip amount of SBI Focused Equity Fund?
What are the top sectors SBI Focused Equity Fund has invested in??
- HDFC Bank - 7.66%
- ICICI Bank - 7.55%
- Muthoot Finance - 5.58%
- St Bk of India - 5.58%
- Bharti Airtel - 5.43%
How much returns have SBI Focused Equity Fund generated ?
What is the expense ratio of SBI Focused Equity Fund ?
What is the AUM of SBI Focused Equity Fund?
What are the top stock holdings of SBI Focused Equity Fund?
- HDFC Bank - 7.66%
- ICICI Bank - 7.55%
- Muthoot Finance - 5.58%
- St Bk of India - 5.58%
- Bharti Airtel - 5.43%