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SBI Focused Equity Fund - Direct Plan

To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.

Suitability

This product is suitable for investors who are seeking

• Long term investment

• Investments in companies that are considered emergent and have export orientation / outsourcing opportunities or are globally competitive to participate in growth potential of Indian businesses.

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	0.73%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 35,728
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Bandhan Focused Equity Fund - Direct Plan	1000	1000	18.32%
Axis Focused Fund - Direct Plan	100	100	9.26%
Motilal Oswal Focused Fund - Direct Plan	1000	1000	9.81%

Top 10 Holdings

Company	Holding Type	Asset(%)
Alphabet Inc Class A	Equity	8
Muthoot Finance Ltd	Equity	6
Bharti Airtel Ltd (Partly Paid Rs.1.25)	Equity	6
State Bank of India	Equity	5
ICICI Bank Ltd	Equity	5
HDFC Bank Ltd	Equity	5
Procter & Gamble Hygiene and Health Care Ltd	Equity	5
Divi's Laboratories Ltd	Equity	5
Solar Industries India Ltd	Equity	4
Bajaj Finance Ltd	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Bond - Gov't Treasury	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	36
Communication Services	16
Consumer Cyclical	14
Healthcare	9
Basic Materials	8

Fund Manager

R. Srinivasan

15+ years of experience

Pradeep Kesavan

0+ years of experience

SBI Mutual Fund

AUM₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m