Sbi focused equity fund direct growth

The SBI-focused fund is one of the largest mutual fund schemes in India. It is also one of the most actively traded schemes in the country. The SBI-focused fund was started in 2013 by Mr Sanghvi, Mr Mahalingam, Mr Kumar, & Mr Sharma. Mr Mahalingam and Mr Kumar are the managing directors of SBI investments. The SBI-focused fund is managed by SBI financial services limited, and the investment advisor for this fund is Sanghvi Capital Management Private Limited. If you are an investor, you would know that the SBI-focused fund has been in the news for quite some time now. The fund invests across equity and debt, into companies, at all stages of investment, including early and late, growth and value, defensible, in India and abroad. Pros & Cons Pros Cons The fund has a relatively low expense ratio, which means that more of your money will go towards actual investments rather than fees. Like all equity funds, the SBI-Focused Equity Fund is subject to market risk. This means that the value of the fund’s holdings can go up or down, and investors could lose money. The fund has a strong track record, with an annualized return of over 20% since its inception in 2006. The SBI Focused Equity Fund invests in a small number of stocks, which means that the fund’s performance is more closely tied to the performance of those stocks. If the stocks in the fund’s portfolio do not perform well, the fund’s performance will suffer. The fund is managed by an experienced team of professionals who ha...

• Name • Value (Cr) • Holding % • Regional Banks • 6802.00 • 23.73% • Consumer Financial Services • 3730.00 • 13.01% • Communications Services • 1615.00 • 5.63% • Biotechnology & Drugs • 1411.00 • 4.92% • Personal & Household Prods. • 1412.00 • 4.92% • Chemical Manufacturing • 1120.00 • 3.91% • Insurance (Prop. & Casualty) • 955.00 • 3.33% • Auto & Truck Manufacturers • 937.00 • 3.27% • Electric Utilities • 913.00 • 3.18% • Auto & Truck Parts • 777.00 • 2.71% • Fund Name • Franklin India Focused Equity Fund Direct Growth28.57% • Nippon India Focused Equity Fund - Direct Plan - Growth Option23.83% • SBI Focused Equity Fund Direct Plan Growth20.81% • Axis Focused 25 Fund Direct Plan Growth Option17.55% • Mirae Asset Focused Fund Direct Growth17.95% • Fund Name • Franklin India Focused Equity Fund Direct Growth30.57% • Nippon India Focused Equity Fund - Direct Plan - Growth Option31.81% • SBI Focused Equity Fund Direct Plan Growth23.92% • Axis Focused 25 Fund Direct Plan Growth Option18.75% • Mirae Asset Focused Fund Direct Growth27.52% • Fund Name • Franklin India Focused Equity Fund Direct Growth15.38% • Nippon India Focused Equity Fund - Direct Plan - Growth Option13.91% • SBI Focused Equity Fund Direct Plan Growth13.59% • Axis Focused 25 Fund Direct Plan Growth Option9.93% • Mirae Asset Focused Fund Direct Growth0% • Fund Name • Franklin India Focused Equity Fund Direct Growth82.5 • Nippon India Focused Equity Fund - Direct Plan - Growth Option92.89 • SBI Focused Equity F...

Mirae Asset Focused Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Mirae Asset Focused Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/39823/mirae-asset-focused-fund-direct-plan/ Get the latest information and complete track record of Mirae Asset Focused Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

• Name • Value (Cr) • Holding % • Regional Banks • 31.00 • 30.96% • Software & Programming • 14.00 • 14.09% • Oil & Gas Operations • 12.00 • 11.95% • Consumer Financial Services • 10.00 • 9.36% • Tobacco • 6.00 • 5.49% • Construction Services • 4.00 • 3.73% • Personal & Household Prods. • 4.00 • 3.32% • Auto & Truck Manufacturers • 3.00 • 3.04% • Communications Services • 3.00 • 2.94% • Electric Utilities • 3.00 • 2.27% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth11.37 • HDFC NIFTY Midcap 150 Index Fund Direct Growth11.25 • HDFC S&P BSE 500 Index Fund Direct Growth10.9 • HDFC Nifty Smallcap 250 Index Fund Direct Growth11.4 • UTI Nifty 500 Value 50 Index Fund Direct Grow...

SBI Focused Equity Fund Direct Plan-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Focused Equity Fund - Direct Plan as of Jun 16, 2023 is Rs 268.41 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 20.81% (1yr), 23.92% (3yr), 13.57% (5yr) and 15.06% (since launch). Whereas, Category returns for the same time duration are: 24.59% (1yr), 24.63% (3yr) and 11.9% (5yr). 3. Fund Size: The SBI Focused Equity Fund - Direct Plan currently holds Assets under Management worth of Rs 28665.72 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.71% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Focused Equity Fund - Direct Plan shall attract an Exit Load, "Exit load of 1% if redeemed within 1 year" 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Focused Equity Fund Direct Plan-Growth Fund Details Investment Objective - The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities. Fund House SBI Mutual Fund Launch Date Jan 01, 2013 Benchmark S&P BSE 500 Index Return Since Launch 15.06% Riskometer Very High Type Open-ended Risk Grade Above Average Return Grade Average Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 N...

Fund Overview Growth | Direct Plan • Fund House • Launch Date 01-Jan-2013 • Benchmark S&P BSE 500 - TRI • Minimum Investment (₹) 5,000 • Minimum Addl Investment (₹) 1,000 • Exit Load (%) 1% on or before 1Y, Nil after 1Y • Minimum SIP Investment (₹) 500 • Minimum STP Investment (₹) 500 • Minimum SWP Investment (₹) 500 • 52 Week Low Nav (₹) 220.04 • 52 Week Low Nav Date 20-Jun-2022 • 52 Week High Nav (₹) 267.75 • 52 Week High Nav Date 07-Jun-2023 Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH 3.76 13.36 20.81 23.92 13.57 15.13 S&P BSE 500 - TRI 4.54 13.20 24.90 27.40 13.08 11.10 S&P BSE SENSEX - TRI 2.64 10.59 24.61 25.13 13.56 13.43 Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.) Jan 01, 2013 20.81 23.92 13.57 0.71 28,665.72 Jan 01, 2013 Unrated 17.55 18.75 9.92 0.74 15,680.15 Jan 01, 2013 28.57 30.57 15.36 0.83 8,586.49 Jan 01, 2013 23.83 31.81 13.89 1.22 6,358.90 Dec 31, 2012 33.21 35.30 14.15 0.58 4,782.58 Jan 09, 2013 29.49 28.09 15.08 0.71 4,294.30 • Company % Assets • ICICI Bank Ltd. 7.62 • HDFC Bank Ltd. 7.14 • Alphabet Inc. 7.13 • TREPS 7.04 • Muthoot Finance Ltd. 5.95 • Bharti Airtel Ltd. 5.63 • State Bank of India 5.46 • Bajaj Finance Ltd. 5.12 • Procter & Gamble Hygiene and Health Care Ltd. 4.92 • Divi's...

Mirae Asset Focused Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Mirae Asset Focused Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/39823/mirae-asset-focused-fund-direct-plan/ Get the latest information and complete track record of Mirae Asset Focused Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

Fund Overview Growth | Direct Plan • Fund House • Launch Date 01-Jan-2013 • Benchmark S&P BSE 500 - TRI • Minimum Investment (₹) 5,000 • Minimum Addl Investment (₹) 1,000 • Exit Load (%) 1% on or before 1Y, Nil after 1Y • Minimum SIP Investment (₹) 500 • Minimum STP Investment (₹) 500 • Minimum SWP Investment (₹) 500 • 52 Week Low Nav (₹) 220.04 • 52 Week Low Nav Date 20-Jun-2022 • 52 Week High Nav (₹) 267.75 • 52 Week High Nav Date 07-Jun-2023 Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH 3.76 13.36 20.81 23.92 13.57 15.13 S&P BSE 500 - TRI 4.54 13.20 24.90 27.40 13.08 11.10 S&P BSE SENSEX - TRI 2.64 10.59 24.61 25.13 13.56 13.43 Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.) Jan 01, 2013 20.81 23.92 13.57 0.71 28,665.72 Jan 01, 2013 Unrated 17.55 18.75 9.92 0.74 15,680.15 Jan 01, 2013 28.57 30.57 15.36 0.83 8,586.49 Jan 01, 2013 23.83 31.81 13.89 1.22 6,358.90 Dec 31, 2012 33.21 35.30 14.15 0.58 4,782.58 Jan 09, 2013 29.49 28.09 15.08 0.71 4,294.30 • Company % Assets • ICICI Bank Ltd. 7.62 • HDFC Bank Ltd. 7.14 • Alphabet Inc. 7.13 • TREPS 7.04 • Muthoot Finance Ltd. 5.95 • Bharti Airtel Ltd. 5.63 • State Bank of India 5.46 • Bajaj Finance Ltd. 5.12 • Procter & Gamble Hygiene and Health Care Ltd. 4.92 • Divi's...

• Name • Value (Cr) • Holding % • Regional Banks • 31.00 • 30.96% • Software & Programming • 14.00 • 14.09% • Oil & Gas Operations • 12.00 • 11.95% • Consumer Financial Services • 10.00 • 9.36% • Tobacco • 6.00 • 5.49% • Construction Services • 4.00 • 3.73% • Personal & Household Prods. • 4.00 • 3.32% • Auto & Truck Manufacturers • 3.00 • 3.04% • Communications Services • 3.00 • 2.94% • Electric Utilities • 3.00 • 2.27% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth0% • HDFC NIFTY Midcap 150 Index Fund Direct Growth0% • HDFC S&P BSE 500 Index Fund Direct Growth0% • HDFC Nifty Smallcap 250 Index Fund Direct Growth0% • UTI Nifty 500 Value 50 Index Fund Direct Growth0% • Fund Name • Kotak Nifty Smallcap 50 Index Fund Direct Growth11.37 • HDFC NIFTY Midcap 150 Index Fund Direct Growth11.25 • HDFC S&P BSE 500 Index Fund Direct Growth10.9 • HDFC Nifty Smallcap 250 Index Fund Direct Growth11.4 • UTI Nifty 500 Value 50 Index Fund Direct Grow...

The SBI-focused fund is one of the largest mutual fund schemes in India. It is also one of the most actively traded schemes in the country. The SBI-focused fund was started in 2013 by Mr Sanghvi, Mr Mahalingam, Mr Kumar, & Mr Sharma. Mr Mahalingam and Mr Kumar are the managing directors of SBI investments. The SBI-focused fund is managed by SBI financial services limited, and the investment advisor for this fund is Sanghvi Capital Management Private Limited. If you are an investor, you would know that the SBI-focused fund has been in the news for quite some time now. The fund invests across equity and debt, into companies, at all stages of investment, including early and late, growth and value, defensible, in India and abroad. Pros & Cons Pros Cons The fund has a relatively low expense ratio, which means that more of your money will go towards actual investments rather than fees. Like all equity funds, the SBI-Focused Equity Fund is subject to market risk. This means that the value of the fund’s holdings can go up or down, and investors could lose money. The fund has a strong track record, with an annualized return of over 20% since its inception in 2006. The SBI Focused Equity Fund invests in a small number of stocks, which means that the fund’s performance is more closely tied to the performance of those stocks. If the stocks in the fund’s portfolio do not perform well, the fund’s performance will suffer. The fund is managed by an experienced team of professionals who ha...