SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on October 08, 2004, and falls under the Focused fund category. It currently manages an AUM of Rs 37,763.8 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.57% for managing the portfolio.

• Investing Strategy:

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

• Performance:

  SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are 6.55% (1 year), 15.43% (3 year) and 19.35% (5 year). The average annual return of this fund stands at 9.17%.