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: BSE 500 TRI
Expense Ratio: 1.56% As on ( 31-05-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 37,119.75 Cr As on ( 30-05-2025)
Turn over: 16
NAV as on 13-06-2025
346.8549
-1.28 ( -0.3686% )
CAGR Since Inception
18.7%
BSE 500 TRI 12.54%
Performance of SBI Focused Equity Fund - Regular Plan -Growth
Fund Managers

Mr. R Srinivasan, Mr. Pradeep Kesavan,

Investment Objective

The investment objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in a concentrated portfolio of equity and equity related securities

Returns Calculator for SBI Focused Equity Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.

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 12.03 0.91 1.58 0.71 - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Focused Equity Reg Gr 01-10-2004 8.33 19.67 19.07 21.04 15.04
Bandhan Focused Equity Reg Gr 16-03-2006 11.59 22.1 22.46 21.3 12.48
ICICI Pru Focused Equity Gr 05-05-2009 10.9 27.18 26.11 26.32 15.03
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 10.76 21.21 22.08 0.0 0.0
Mirae Asset Focused Reg Gr 05-05-2019 10.7 14.24 13.94 20.87 0.0
Invesco India Focused Gr 08-09-2020 10.41 33.94 27.29 0.0 0.0
HDFC Focused 30 Gr 05-09-2004 10.38 25.61 26.37 29.79 14.92
ABSL Focused Gr 05-10-2005 8.2 20.6 19.7 21.67 13.08
DSP Focused Fund Reg Gr 10-06-2010 7.92 23.58 22.81 21.38 12.3
Old Bridge Focused Equity Reg Gr 24-01-2024 7.78 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Focused Equity Fund - Regular Plan -Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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