To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
The SBI Focused Fund Growth has an AUM of 43310.54 crores & has delivered CAGR of 13.49% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.53%. The minimum investment in SBI Focused Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include Muthoot Finance, HDFC Bank, State Bank of India & Bajaj Finserv.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electric Utilities & Chemical Manufacturing.
Some of the similar funds are HDFC Focused Fund Growth, ICICI Prudential Focused Equity Fund Growth, SBI Focused Fund Growth, Franklin India Focused Equity Fund Growth, Axis Focused Fund Growth. SBI Focused Fund Growth has a sharpe ratio of 1.20 & a standard deviation of 10.13%.
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