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(%) | 34.38 | 16.08 | 15.79 | 13.81 |
Average Rolling Returns(%) | 18.60 | 17.46 | 16.58 | 16.51 |
The Current NAV of SBI Focused Equity Fund - Regular Plan - Growth is ₹292.23.
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 1.60%
The process for redemption is
The AUM of SBI Focused Equity Fund - Regular Plan - Growth is currently ₹32,190 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 58% of fund’s portfolio respectively.
Top three sectors of SBI Focused Equity Fund - Regular Plan - Growth fund are BFSI, FMCG and Others accounting for 63% 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 and Pradeep Kesavan manage the SBI Focused Equity Fund - Regular Plan - Growth Fund.
SBI Focused Equity Fund - Regular Plan - Growth current PE ratio is 51.94 and PB ratio is 11.19
The asset allocation of SBI Focused Equity Fund - Regular Plan - Growth is Stocks : 92.86%, Debt : 7.14% 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