SBI Focused Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
S&P BSE 500
Scheme AUM (in Crs.)
₹ 2742.33
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 253829
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
134.3782
(0.09 %)
NAV as on 2018-11-19
Returns
Fund
SBI Focused Equity Fund - Direct Plan
1 Year
0.16%
3 Year
12.66%
5 Year
20.25%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme would primarily focus its investments in emerging business themes, primarily based on the export or outsourcing opportunities and global opportunities of such themes. It will also focus on emerging domestic investment themes.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,003
Portfolio Value
3
Total Returns