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(%) | 27.2 | 14.31 | 16.39 | 13.11 |
Average Rolling Returns(%) | 18.46 | 17.47 | 16.57 | 16.53 |
The Current NAV of SBI Focused Equity Fund - Regular Plan - Growth is ₹290.62.
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 1.61%
The process for redemption is
The AUM of SBI Focused Equity Fund - Regular Plan - Growth is currently ₹30,736 Crores.
The Top three stocks are ICICI Bank, Alphabet Inc. and SBI and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 57% 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 manages the SBI Focused Equity Fund - Regular Plan - Growth Fund.
SBI Focused Equity Fund - Regular Plan - Growth current PE ratio is 50.47 and PB ratio is 10.23
The asset allocation of SBI Focused Equity Fund - Regular Plan - Growth is Stocks : 94.67%, Debt : 5.35% 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