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SBI Focused Equity Fund Growth

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  • Equity
  • Focused Fund
  • Rating 4
  • Plan
236.32 -0.96 (-0.40%) NAV as on 06 Dec, 2022
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)28407.10
  • CAGR -5.13%
  • Exit Load1.00%
  • Expense ratio1.71%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2004-10-11

Morning Star Rating 4

Medium
Risk
High
Return

Asset Allocation

Holdings As On - 07 December 2022

  • Name
  • Value (Cr)
  • Holding %
  • ICICI Bank
  • 2180.88
  • 7.68%
  • State Bank Of India
  • 1721.40
  • 6.06%
  • Bharti Airtel
  • 1580.80
  • 5.56%
  • Bajaj Finance
  • 1500.27
  • 5.28%
  • HDFC Bank
  • 1496.70
  • 5.27%
  • Muthoot Finance
  • 1488.72
  • 5.24%
  • P & G Hygiene & Health Care
  • 1362.43
  • 4.80%
  • Divis Laboratories
  • 1335.30
  • 4.70%
  • Kotak Mahindra Bank
  • 1331.37
  • 4.69%
  • Solar Industries India
  • 1287.62
  • 4.53%
View More

Risk & Volitility

  • Alpha 3.53%
  • Beta 0.90
  • Sharpe Ratio0.63
  • Std Deviation 20.94%
  • Tracking Error 7.22%

About Fund

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

FAQs about SBI Focused Equity Fund Growth

According to the morning star rating SBI Focused Equity Fund Growth has a Medium risk & High return.
SBI Focused Equity Fund Growth is managed by R. Srinivasan,Mohit Jain.
The expense ratio of SBI Focused Equity Fund Growth is 1.71%.
The 5 year annualized return on SBI Focused Equity Fund Growth is 12.53% & it has generated -5.13% in the last 1 year.
The minimum investment in SBI Focused Equity Fund Growth is 5000 Rs.
SBI Focused Equity Fund Growth has an AUM of 28407.10 crores.

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