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Asset Size:4634Cr
Expense Ratio:2.03%
Fund Manager(s):R. Srinivasan,
5year Returns:15.18%

SBI Focused Equity Fund Growth

SBI Mutual Fund       

Equity
Focused Fund

Nav : 142.6456 ( -0.55%) June 21st, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

15.18%

Investment Horizon

>5 Yr

Doubled Money

4yrs 11m

Returns since October 11th, 2004

19.65%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

SBI Mutual Fund     

Equity
Focused Fund

Nav : 142.6456 ( -0.55%) June 21st, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest in a small portfolio of companies.Since the diversification is low these funds can be volatile. Suitable for long term investments.

Ideal for long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

Rank (of 245)

5

Annualized Returns(5 yrs)

15.18%

Investment Horizon

>5 Yr

Doubled Money

4yrs 11m

Returns since October 11th, 2004

19.65%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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

Basic Details
Fund House
SBI Mutual Fund
Launch Date
October 11th, 2004
Expense Ratio
2.03%
Fund Category Risk
High
Std Dev (1Yr)
16.917
Std Dev (3Yr)
13.679
Std Dev (5Yr)
13.595
Asset Size
4634Cr
Investment Details
Investment Plan
Growth
Return since Launch
19.65 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website