FAQ : SBI Focused Equity Fund - Regular Plan - Growth

SBI Focused Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 26.7 18.05 17.09 13.03
Average Rolling Returns(%) 18.40 17.47 16.57 16.57

The Current NAV of SBI Focused Equity Fund - Regular Plan - Growth is ₹282.27.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE 500 - TRI returns, as Funds portfolio is significantly different.

SBI Focused Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.59%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Focused Equity Fund - Regular Plan - Growth is currently ₹31,384 Crores.

The Top three stocks are ICICI Bank, Alphabet Inc. and Muthoot Finance and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 59% of fund’s portfolio respectively.

Top three sectors of SBI Focused Equity Fund - Regular Plan - Growth fund are BFSI, FMCG and Others accounting for 64% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Focused Equity Fund - Regular Plan - Growth Fund is Equity - Focused Fund.

R. Srinivasan manages the SBI Focused Equity Fund - Regular Plan - Growth Fund.

SBI Focused Equity Fund - Regular Plan - Growth current PE ratio is 53.89 and PB ratio is 10.87

The asset allocation of SBI Focused Equity Fund - Regular Plan - Growth is Stocks : 96.41%, Debt : 3.61% and Gold : 0%

The minimum SIP amount for SBI Focused Equity Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Focused Equity Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year

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