Sbi focused equity fund regular growth

SBI Focused Equity Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Focused Equity Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/16324/sbi-focused-equity-fund-direct-plan/ Get the latest information and complete track record of SBI Focused Equity Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Like for all equity funds, you must invest only through the SIP route. Warning: Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

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 ...

• 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 Growth27.52% • Nippon India Focused Equity Fund - Growth23.03% • SBI Focused Equity Fund Growth19.67% • Axis Focused 25 Fund Growth16.38% • Mirae Asset Focused Fund Regular Growth16.52% • Fund Name • Franklin India Focused Equity Fund Growth29.52% • Nippon India Focused Equity Fund - Growth30.91% • SBI Focused Equity Fund Growth22.66% • Axis Focused 25 Fund Growth17.43% • Mirae Asset Focused Fund Regular Growth25.78% • Fund Name • Franklin India Focused Equity Fund Growth14.37% • Nippon India Focused Equity Fund - Growth13.12% • SBI Focused Equity Fund Growth12.44% • Axis Focused 25 Fund Growth8.64% • Mirae Asset Focused Fund Regular Growth0% • Fund Name • Franklin India Focused Equity Fund Growth74.5 • Nippon India Focused Equity Fund - Growth85.65 • SBI Focused Equity Fund Growth243.31 • Axis Focused 25 Fund Growth42.14 • Mirae Asset Focused Fund Regular Growth19.53 To provide the investor with the opportunity of long-term capital appreciation by investing in a concen...

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 Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number of Holdings 25 25 25 25 26 26 Top 5 Company Holdings 33.47...

Fund Overview Growth | Regular Plan • Fund House • Launch Date 11-Oct-2004 • 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 (₹) 201.34 • 52 Week Low Nav Date 20-Jun-2022 • 52 Week High Nav (₹) 242.76 • 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 - REGULAR PLAN -GROWTH 3.67 13.10 19.67 22.66 12.42 18.62 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.) Oct 11, 2004 19.67 22.66 12.42 1.66 28,665.72 Jun 29, 2012 Unrated 16.38 17.43 8.63 1.70 15,680.15 Jul 26, 2007 27.52 29.52 14.35 1.79 8,586.49 Dec 26, 2006 23.03 30.91 13.11 1.87 6,358.90 Sep 17, 2004 31.40 33.63 12.89 1.85 4,782.58 May 28, 2009 27.79 26.46 13.74 1.89 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...

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 ...

Fund Overview Growth | Regular Plan • Fund House • Launch Date 11-Oct-2004 • 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 (₹) 201.34 • 52 Week Low Nav Date 20-Jun-2022 • 52 Week High Nav (₹) 242.76 • 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 - REGULAR PLAN -GROWTH 3.67 13.10 19.67 22.66 12.42 18.62 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.) Oct 11, 2004 19.67 22.66 12.42 1.66 28,665.72 Jun 29, 2012 Unrated 16.38 17.43 8.63 1.70 15,680.15 Jul 26, 2007 27.52 29.52 14.35 1.79 8,586.49 Dec 26, 2006 23.03 30.91 13.11 1.87 6,358.90 Sep 17, 2004 31.40 33.63 12.89 1.85 4,782.58 May 28, 2009 27.79 26.46 13.74 1.89 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...

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 Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number of Holdings 25 25 25 25 26 26 Top 5 Company Holdings 33.47...

SBI Focused Equity Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Focused Equity Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/16324/sbi-focused-equity-fund-direct-plan/ Get the latest information and complete track record of SBI Focused Equity Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Like for all equity funds, you must invest only through the SIP route. Warning: Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

• 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 Growth27.52% • Nippon India Focused Equity Fund - Growth23.03% • SBI Focused Equity Fund Growth19.67% • Axis Focused 25 Fund Growth16.38% • Mirae Asset Focused Fund Regular Growth16.52% • Fund Name • Franklin India Focused Equity Fund Growth29.52% • Nippon India Focused Equity Fund - Growth30.91% • SBI Focused Equity Fund Growth22.66% • Axis Focused 25 Fund Growth17.43% • Mirae Asset Focused Fund Regular Growth25.78% • Fund Name • Franklin India Focused Equity Fund Growth14.37% • Nippon India Focused Equity Fund - Growth13.12% • SBI Focused Equity Fund Growth12.44% • Axis Focused 25 Fund Growth8.64% • Mirae Asset Focused Fund Regular Growth0% • Fund Name • Franklin India Focused Equity Fund Growth74.5 • Nippon India Focused Equity Fund - Growth85.65 • SBI Focused Equity Fund Growth243.31 • Axis Focused 25 Fund Growth42.14 • Mirae Asset Focused Fund Regular Growth19.53 To provide the investor with the opportunity of long-term capital appreciation by investing in a concen...