SBI Mutual Fundimage

SBI Focused Equity Fund

EquityFocusedIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (22 Nov 24)

₹ 59.37

AUM (in Cr)

₹ 34940.52

5 Years CAGR

% 16.56

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Focused Equity Fund
-2.29
-2.08
6.13
20.85
8.37
16.56
Nifty 500
-2.48
-5.04
5.27
27.25
15.23
19.31
Focused
3.11
10.97
19.59
40.77
18.26
23.14

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

The investment objective of the Emerging Business Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive by investing in the stocks representing such companies.The fund may also evaluate emerging businesses with growth potential and domestic focus.

Expense Ratio
% 1.57
Benchmark
Nifty 500
AUM
₹ 34940.52
Inception Date
11 Oct 2004
Turnover Ratio
% 32.00
Exit Load
For exit within 1 year from the date of allotment - 1 %. For exit after 1 year from the date of allotment - Nil.
Asset Class
Equity
Connect with an
Expertquotes
Personalized investment strategies from leading expertsSchedule Meeting