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Asset Size:10620Cr
Expense Ratio:1.83%
Fund Manager(s):R. Srinivasan,
5year Returns:12.99%

SBI Focused Equity Fund Growth

SBI Mutual Fund       

Equity
Focused Fund

Nav : 168.4222 ( 0.18%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

8

Annualized Returns(5 yrs)

12.99%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since October 11th, 2004

18.96%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83.8L

Projected Maturity Amount

1.4Cr

SBI Mutual Fund     

Equity
Focused Fund

Nav : 168.4222 ( 0.18%) December 2nd, 2020

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

83.8L

Projected Maturity Amount

1.4Cr

Rank (of 245)

8

Annualized Returns(5 yrs)

12.99%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since October 11th, 2004

18.96%

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
1.83%
Fund Category Risk
High
Std Dev (1Yr)
28.711
Std Dev (3Yr)
20.512
Std Dev (5Yr)
18.036
Asset Size
10620Cr
Investment Details
Investment Plan
Growth
Return since Launch
18.96 %
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1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)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