CASPeR Ranking #146
SBI Focused Equity Fund Growth
NAV (Mon Jan 13 2025)
₹318
Returns (Since Inception)
7.94%
Category Average
11.82%
Rating
3
Allocation and Holdings
Asset class
Weightage
Communication Services
13.93%
Financial Services
28.01%
Healthcare
4.75%
Consumer Cyclical
4.70%
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4.5Overall rating
Scheme Information
Fund name
SBI Focused Equity Fund Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹34679.54 Cr
ISIN
INF200K01370
Inception Date
Oct 11 2004
Standard Deviation
11.792
Beta
0.72
Sharpe Ratio
0.306
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
1.570%
Exit Load
For exit within 1 year from the date of allotment – 1 %. For exit after 1 year from the date of allotment – Nil.
Risk
Very High Risk
Investment Objective
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 Managers
R. Srinivasan
About the AMC
SBI Funds Management Ltd
Phone Number
022 - 61793000Email Address
partnerforlife@sbimf.comCorporate Office Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), MumbaiOverall AUM
₹34679.54 Cr
Website
www.sbimf.com
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