Rating: ★ ★ ★ ☆ ☆

SBI Focused Equity Fund Direct Plan Growth

Equity

  

Focused Fund

NAV

133.123 + 2.1272

as on (27 May, 2020)

RETURNS

5.65 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0.86 %

Benchmark

S&P BSE 500 India TR INR

Asset Size

7967.8 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

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

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Fund manager

R. Srinivasan

(since 01 May, 2009)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

9.79 %

Procter & Gamble Hygiene and Health Care Ltd

7.04 %

State Bank of India

5.15 %

Divi's Laboratories Ltd

4.85 %

Sector Allocation

About the Scheme Type

Focused Fund

Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of SBI Funds Management Private Limited

With 30​ years of rich experience in fund management, we at SBI Mutual Fund, bring forward our expertise by consistently delivering value to our investors. SBI Mutual Fund has a strong and proud lineage tailing back to the State Bank of India (SBI) - India's largest bank. SBI Mutual Fund is a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies.

SBI Mutual Fund’s vision -

“To be the most trusted and respected Asset Manager”, and we deliver value and nurture the trust of our vast and varied family of investors, with our network of over 222 acceptance points across India. Investors are our priority. SBI Mutual Fund’s mission is to establish Mutual Funds as a viable investment option to the masses in the country. While on our way towards achieving it, we, at SBI Mutual Fund, have developed innovative, need-specific products and educated the investors about the added benefits of investing in capital markets via Mutual Funds. Today, SBI Mutual Fund has been actively managing investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.