3 Year return
12.12%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹34747.29 Cr.
Expense Ratio
0.74% (inclusive of GST)
Exit Load
For exit within 1 year from the date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
RS
R Srinivasan
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Focused 30 Fund |
27.59% |
3.5 |
ICICI Prudential Focused Equity Fund |
23.2% |
3.5 |
Quant Focused Fund |
19.52% |
3 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Focused Equity Fund Direct Plan Growth
SBI Focused Equity Fund Direct Plan Growth is an Equity Mutual Fund Scheme offered by SBI Mutual Fund. The fund adopts a bottom-up stock-picking approach to identify companies with high growth potential, sustainable competitive advantage, and strong management. The portfolio of SBI Focused Equity Fund Direct Plan Growth is actively managed, enabling the fund manager to adapt to market conditions and economic trends. This fund boasts a relatively low expense ratio, ensuring a higher portion of your investment is dedicated to actual investments rather than fees.
Investment Objective of the Scheme
The main objective of SBI Focused Equity Fund Direct Plan Growth is to achieve long-term capital appreciation. It does this by building a concentrated portfolio of up to 30 stocks, covering companies of different sizes and industries. The fund places emphasis on quality and growth while selecting its investments. In simple terms, the fund aims to grow your capital over the long term by carefully selecting a focused group of promising stocks that exhibit quality and growth potential across various market sectors.
Key Features of The Fund
5-year return | 17.67% |
Expense Ratio | 0.74% |
Fund Manager | R Srinivasan |
Fund Size | ₹34747.29 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
SBI Focused Equity Fund Direct Plan Growth is appropriate for investors comfortable with a higher level of risk, aiming for potentially higher returns through concentrated equity exposure. It presents a viable option for those interested in investing in the Indian stock market as it focuses on a diversified portfolio of large-cap and mid-cap stocks.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Ready to Invest? Start Your SIP Now!
FAQs
What is today's NAV of SBI Focused Equity Fund?
What is the AUM of SBI Focused Equity Fund?
What is the expense ratio of SBI Focused Equity Fund?
What are the returns of SBI Focused Equity Fund since inception?
What is the minimum SIP amount to invest in SBI Focused Equity Fund?
How do I invest in SBI Focused Equity Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Focused Equity Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Focused Equity Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Focused Equity Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.