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.)
₹ 4033.39
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 283807
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.) | ₹ 4033.39 |
| Expense Ratio | 1.29% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 283807 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
9
Procter & Gamble Hygiene and Health Care Ltd
Equity
7
State Bank of India
Equity
6
InterGlobe Aviation Ltd
Equity
5
Kotak Mahindra Bank Ltd
Equity
5
Divi's Laboratories Ltd
Equity
5
Treps
Cash - Repurchase Agreement
5
Hatsun Agro Product Ltd
Equity
4
Bajaj Finance Ltd
Equity
4
Relaxo Footwears Ltd
Equity
4
Asset Allocation(%)
Equity
94
Cash - Repurchase Agreement
5
Cash
2
Cash - Commercial Paper
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
20
Diversified Industrials
10
Household & Personal Products
10
Credit Services
9
Specialty Chemicals
5
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.
Launch Date
29 Jun 1987
Sponsor
NA
Email
partnerforlife@sbimf.com
Phone
18002093333
Address
191"E", Maker Tower,Cuffe Parade, Mumbai - 400 005
SBI Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.