Sbi focused equity fund reg growth

SBI S&P BSE Sensex Index Fund Regular - Growth is the regular plan of the fund. For this plan of you payNAas annual charges. On the other hand if you go for the direct plan available on ET Money, you pay %.That's 0% less. Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments. So, the lower annual cost of the direct plan means you will earn 0% if you opt for direct plan of SBI S&P BSE Sensex Index Fund

• It has an optimal portfolio composition to generate out performance compared to markets • It’s ability to generate return by taking relatively lower risk is much better than other funds in the category • It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio • The scheme is a dividend payout scheme which is usually not recommended since investor miss out on the compounded returns of reinvestment or growth schemes. • It has an optimal portfolio composition to generate out performance compared to markets • It’s ability to generate return by taking relatively lower risk is much better than other funds in the category • It has relatively higher risk than 5 Star funds since it holds a few high risk stocks in its portfolio • It holds a relatively good and strong portfolio of stocks • It’s ability to generate return by taking relatively lower risk is much better than other funds in the category • The relatively volatility and risk of the fund is lower than other funds in the category • It has the one of the lowest expense ratio’s in the category • The fund does not hold too many high risk stocks which results in relatively higher strength of the fund • It holds a relatively good and strong portfolio of stocks • It’s ability to generate return by taking relatively lower risk is much better than other funds in the category • The relatively volatility and risk of the fund is lower than other funds in the category • The fund does not ...

Asset Returns Total Corpus Gains CAGR SBI Focused Equity Fund (Growth) 70% 9,94,775 2,62,163 12.4% EPF 70% 9,00,761 1,68,149 8.50% Property 70% 8,67,662 1,35,050 7.00% PPF 70% 8,69,819 1,37,207 7.10% Bank FD 70% 8,46,471 1,13,859 6.00% Gold 70% 8,46,471 1,13,859 6.00% Savings Bank 70% 8,25,950 93,338 5.00% Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. SBI Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 18.5% over a period of 18 years. The fund was previously known as SBI Emerging Businesses Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan. Nav of SBI Focused Equity Fund (G) as of 6/16/2023 is ₹243.31 with the total AUM as of 6/18/2023 is ₹28665.721. With Scripbox you can compare and check the The minimum SIP amount for SBI Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using SBI Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India ...

Average Return (XIRR p.a.) • Get upto -19.28% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date. Invested amount gets allocated to or Equity Scheme depending on market valuations. • Advantages • Higher Returns than normal SIP on absolute and risk adjusted basis • Higher Realizable value of invested amount • Lower Risk since money is allocated to liquid schemes in expensive times Average Return (XIRR p.a.) • Get upto 0.00% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP • Step 2: Invest twice the amount of your SIP in months when markets are cheaper. • Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Average Return (XIRR p.a.) • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to or Equity Scheme depending on market valuations. • Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000 Average Return (XIRR p.a.) • Get upto 0.84% • Invest and Buy more units than normal SIP when markets are down • Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP • Step 2...

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...

Asset Returns Total Corpus Gains CAGR SBI Focused Equity Fund (Growth) 70% 9,94,775 2,62,163 12.4% EPF 70% 9,00,761 1,68,149 8.50% Property 70% 8,67,662 1,35,050 7.00% PPF 70% 8,69,819 1,37,207 7.10% Bank FD 70% 8,46,471 1,13,859 6.00% Gold 70% 8,46,471 1,13,859 6.00% Savings Bank 70% 8,25,950 93,338 5.00% Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. SBI Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 18.5% over a period of 18 years. The fund was previously known as SBI Emerging Businesses Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, R. Srinivasan. Nav of SBI Focused Equity Fund (G) as of 6/16/2023 is ₹243.31 with the total AUM as of 6/18/2023 is ₹28665.721. With Scripbox you can compare and check the The minimum SIP amount for SBI Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using SBI Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India ...

SBI Focused Equity Fund-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Focused Equity Fund as of Jun 16, 2023 is Rs 243.31 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 19.67% (1yr), 22.66% (3yr), 12.42% (5yr) and 18.62% (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 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 1.66% for Regular plan as on May 31, 2023. 5. Exit Load: SBI Focused Equity Fund 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-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 Oct 11, 2004 Benchmark S&P BSE 500 Index Return Since Launch 18.62% Riskometer Very High Type Open-ended Risk Grade Above Average Return Grade Average • Mr. Srinivasan is M.Com and MFM. Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal...

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...

SBI S&P BSE Sensex Index Fund Regular - Growth is the regular plan of the fund. For this plan of you payNAas annual charges. On the other hand if you go for the direct plan available on ET Money, you pay %.That's 0% less. Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments. So, the lower annual cost of the direct plan means you will earn 0% if you opt for direct plan of SBI S&P BSE Sensex Index Fund

Average Return (XIRR p.a.) • Get upto 2.56% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date. Invested amount gets allocated to SBI LIQUID FUND REGULAR GROWTH or Equity Scheme depending on market valuations. • Advantages • Higher Returns than normal SIP on absolute and risk adjusted basis • Higher Realizable value of invested amount • Lower Risk since money is allocated to liquid schemes in expensive times Average Return (XIRR p.a.) • Get upto 0.96% Higher Returns • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Step 1: Invest a fixed amount on a fixed date exactly as per normal SIP • Step 2: Invest twice the amount of your SIP in months when markets are cheaper. • Indicative Investment Amount over 5 years for Rs. 10,000 SIP+ = Rs. 6,60,000. Indicative extra investment commitment over 5 years = Rs. 60,000. Usually this happens one month in 12 months. Average Return (XIRR p.a.) • Buy Low and Sell High like smart investors based on Margin of safety in the markets. • Invest a fixed amount on a fixed date similar to normal SIP. Invested amount gets allocated to SBI LIQUID FUND REGULAR GROWTH or Equity Scheme depending on market valuations. • Indicative Investment Amount over 5 years for Rs. 10,000 SIP = Rs. 6,00,000 Average Return (XIRR p.a.) • Get upto 1.13% • Invest and Buy more units than normal SIP when markets are down • Step 1: Invest a fix...