SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

(Erstwhile SBI Emerging Businesses Fund - Regular Plan -Growth)

Category: Equity: Focused
Launch Date: 01-10-2004
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 1.83% As on ( 31-10-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,619.72 Cr As on ( 31-10-2020)
Turn over: 35.00
NAV as on 25-11-2020

164.0953

-2.09 ( -1.271% )

CAGR Since Inception

18.94%

S&P BSE 500 TRI 9.74%

PERFORMANCE of SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

Scheme Performance (%) Data as on - 25-11-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 7.18 8.17 12.39 14.64 18.94
S&P BSE 500 TRI -8.04 -0.24 7.23 7.32 9.74
Equity: Focused 7.11 4.63 10.15 9.59 11.33

Yearly Performance (%)

Fund Managers

R. Srinivasan

Investment Objective

The scheme would primarily focus its investments in emerging business themes, primarily based on the export or outsourcing opportunities and global opportunities of such themes. It will also focus on emerging domestic investment themes.

RETURNS CALCULATOR for SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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Key Performance and Risk Statistics of SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 12.54 0.99 -2.67 0.89 - -
Equity: Focused - - - - - -

PEER COMPARISION of SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

Period
Data as on - 25-11-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 01-10-2004 7.18 13.88 8.17 12.39 14.64
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 17.38 22.74 10.89 14.53 0.0
Mirae Asset Focused Fund Regular Plan Growth 01-05-2019 13.59 0.0 0.0 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 12.09 7.34 4.26 8.74 8.7
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 11.73 0.0 0.0 0.0 0.0
Principal Focused Multicap Fund-Growth Option 11-11-2005 11.61 12.98 7.38 10.99 9.88
Axis Focused 25 Fund - Regular Plan - Growth Option 05-05-2012 11.53 15.34 10.17 14.85 0.0
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 05-05-2013 11.39 14.86 8.1 11.09 0.0
IDBI FOCUSED 30 EQUITY FUND - Growth Regular 13-11-2017 9.55 8.76 3.6 0.0 0.0
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 9.43 8.93 1.61 10.37 7.52

PORTFOLIO ANALYSIS of SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH

Asset Allocation (%)

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