SBI Focused Equity Fund - Regular Plan -Growth

Focused NAV 262.5783 0 27 September, 2023

Fund Details

Category Focused
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 October, 2004
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 27962.2876
Turn over 12%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.7
Fund Manager R. Srinivasan, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.13% 1.58% 1.82%
1 M 4.71% 4.02% 3.75%
3 M 3.14% 1.44% 1.61%
6 M -2% 0.35% -1.58%
1 Y 2.21% 7.25% 5.22%
2 Y 9.37% 12.49% 10.85%
3 Y 20.71% 23.79% 22.59%
5 Y 10.9% 12.46% 10.34%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 15.41 1.05 -1.23 0.87
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.33%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Focused Equity Fund - Regular Plan -Growth 2.21% 20.71% 10.9%

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SBI Emerging Business Fund: Providing Worth to Portfolio

SBI Emerging Business Fund Growth - launched in 2004, is a small and mid-cap equity plan, formulated by SBI Mutual Funds. It is a growth-oriented strategy which aims to cater to the divergent needs of the investors by investing the funds in the small- and medium-sized companies. The fund manager, i.e., R. Srinivasan, of sbi emerging business fund plan has a vast experience and has managed the strategy with high efficiency. One can bet one’s money in this scheme and earn good returns over a period of time. If you too wish to make an investment in sbi emerging business fund growth plan, then you must take glance over its review as elaborated below.

SBI Emerging Business Fund Growth : Investment Details

SBI business emerging fund g is an open-ended growth plan offering varied benefits to the investors in the long run. The minimum amount to be invested in the same is Rs.5000, and if one desires to start SIP, then one needs to pay a minimum sum of Rs.500 only. The primary investment objective of the sbi emerging business fund sip growth plan is participating in the emerging companies which present growth potential and have the capability of being globally competitive.

Moreover, SBI Business Emerging Fund g evaluates and focuses on the emerging businesses within the country which could offer high growth. Furthermore, it has an actively managed portfolio with a high degree of equity diversification skewed towards mid and small-cap funds. The fund is flexible in terms of investing across the market caps irrespective of the specific type in which it falls.

The stock selection strategy of sbi emerging business fund growth plan follows the bottom-up approach by using the combination of factors including profitability, business model, growth, management and valuations. The benchmark against which sbi emerging business fund growth sip performance is measured is S&P BSE 500 Index. It is devoted to fulfilling the investment goals of the investors over a period of time.

SBI Emerging Business Fund : Performance Analysis

Our expert team of financial analysts has track record and evaluated the performance of sbi emerging business fund nav scheme which has been provided here. You must go through the same to take an informed decision.

  • Although the rank assigned as per CRISIL rating is not remarkable, the returns offered by the sbi emerging business fund growth scheme are substantial to gain capital growth.
  • The absolute annual returns of the sbi business emerging fund scheme have reached up to 57.7 percent in the year 2014.
  • The sbi emerging business fund NAV performance growth plan is appreciable enough and amounted to Rs.97.040 as on November 21, 2016.
  • The sbi business emerging fund scheme has outperformed its category and benchmark since inception and has helped many investors until now in gaining substantial income.
  • The annualised returns for sbi emerging business fund investment held for a period of three and five years are 22.40 and 18.30 percent respectively.
  • The average returns offered by sbi business emerging fund growth plan since inception are 20.62 percent.
  • You can plan a better SIP for your portfolio using the SIP planner.

SBI Emerging Business Fund SIP : Portfolio Review

This sbi emerging business fund growth scheme holds a notable market possession with an average market capitalisation of Rs.14,272.07 crore. With a growth-oriented investment style, it has designed a diversified portfolio and keeps modifying the same as per the market conditions to grab the highest income. The AUM(Asset Under Management) of this plan amounts to Rs. 1,861 crore as on October 31, 2016, and 97.73 percent of the same has been put in the equity stocks and related securities of different companies. The remaining funds of sbi emerging business fund growth have been invested in the debt instruments to gain a considerable amount of regular income.

The sector allocation graph of SBI Business Emerging Fund growth depicts that majority of the funds’ allotment is made financial, services, healthcare, FMCG, chemicals and engineering industries. The top holdings of sbi emerging business fund growth plan include P&G Hygiene & Health Care, HDFC Bank, Divi’s Laboratories, Solar Industries, and Great Eastern Shipping Co. These entities are among the top performers in the country and offer great income to the investors. Accordingly, SBI emerging business fund growth scheme ensures high-yielding profits over a long span of time.

Our experts are of the view that SBI Emerging Business Fund growth plan online investment is among the must-have scheme for one’s portfolio which can bear considerable risk appetite for earning huge wealth in the future. You must add the same to your portfolio to accomplish your investment goals. In case you need advice for investing in mutual funds, our experts are available to serve you meantime.

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