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 Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 3579.93
Expense Ratio
1.32%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 264353
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 500 |
| Scheme AUM (in Crs.) | ₹ 3579.93 |
| Expense Ratio | 1.32% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 264353 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
8.44
Procter & Gamble Hygiene & Health Care Ltd.
Equity
8.32
Bajaj Finance Ltd.
Equity
6.11
Kotak Mahindra Bank Ltd.
Equity
5.83
Gruh Finance Ltd.
Equity
4.77
Solar Industries India Ltd.
Equity
4.53
Divi's Laboratories Ltd.
Equity
4.51
State Bank of India
Equity
4.07
Muthoot Finance Ltd.
Equity
4.01
Westlife Development Ltd.
Equity
3.75
Sector Allocation(%)
Sector
Percent
Services
9.72
Chemicals
5.07
Engineering
4.63
Financial
41.11
FMCG
13.34
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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