Overview (as on 04 Aug 2021)

NAV

₹236.6752

1y returns

55.979%

Fund AUM

₹16,857 Cr

Expense Ratio

0.73%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
25.57%
Consumer
14.88%
Defensive
12.89%
Health
12.56%
Utilities
10.29%
Communication
10.12%
Industrials
6.29%
Tech
3.78%
Basic Materials
3.62%
Size Breakup
Large Cap
62.52%
Mid Cap
37.48%

Key Metrics

Beta 

0.88

Std deviation 

18.3%

Sharpe Ratio 

0.67

Holdings

Fund Details

Investment Objectives
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
Scheme Name
SBI Focused Equity Fund Direct Plan Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
R. Srinivasan
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Peer Funds

SBI Focused Equity Fund Direct Plan Growth

NAV

₹236.6752

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

R. Srinivasan
R. Srinivasan

leader

Qualifications
M.Com & MFM
Work Experience
"Having experience of more than 17 years in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd. Mr. Srinivasan was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations viz: Principal PNB AMC Imperial Investment Advisor Indosuez W.I. Carr Securities Inquire (Indian Equity Research) Sunidhi Consultancy (Research unit) Capital Market Publishers etc."

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