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Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Focused Equity Fund - Direct Plan as of Nov 01, 2022 is Rs 260.51 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: -6.98% (1yr), 18.12% (3yr), 14.47% (5yr) and 15.38% (since launch). Whereas, Category returns for the same time duration are: -5.56% (1yr), 16.24% (3yr) and 10.46% (5yr). 3. Fund Size: The SBI Focused Equity Fund - Direct Plan currently holds Assets under Management worth of Rs 27607.15 crore as on Sep 30, 2022. 4. Expense ratio: The expense ratio of the fund is 0.7% for Direct plan as on Sep 30, 2022. 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. 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 HouseSBI Mutual FundLaunch DateJan 01, 2013BenchmarkS&P BSE 500 IndexReturn Since Launch15.73%RiskometerVery HighTypeOpen-endedRisk GradeAverageReturn GradeAbove AverageMinimum Investment (Rs.)5,000.00Minimum Additional Investment (Rs.)1,000.00Minimum SIP Investment (Rs.)500.00Minimum Withdrawal (Rs.)500.00Exit LoadExit load of 1% if redeemed within 1 yearBy MonthsBy QuarterBy YearCompanySectorAssest(%)PEEPS-TTM(₹)RETURN 1 YR(%)ICICI BankFinancial7.4921.2342.6213.04State Bank of IndiaFinancial5.7714.5039.5711.27Bajaj FinanceFinancial5.5843.67163.88-3.64Bharti AirtelCommunication5.5172.3211.2016.77Muthoot FinanceFinancial5.4511.0396.12-30.09HDFC BankFinancial5..14-6.77Divis LaboratoriesHealthcare4.9732.33116.98-30.97Solar IndustriesChemicals4.6869.7856.8061.37Kotak Mahindra BankFinancial4.6127.7668.79-8.41P&G Hygiene & Health CareConsumer Staples4.5379.58177.37-2.41Standard DeviationStandard deviation is the deviation of the funds return around mean.Low VolatalityFund Vs Category AvgBetaBeta shows the portfolio risk in relation to the market. A beta of less than 1 means that the fund returns are less volatile compared to the broader market. A beta of more than 1 means that the fund returns are more volatile than the broader markets. A beta equal to 1 means that funds volatility is in line with the broader market.Low VolatalityFund Vs Category AvgSharpe RatioSharpe ratio is a risk adjusted performance measure. A fund with a higher Sharpe ratio is considered better than a fund with a lower Sharpe ratio.Better risk-adjusted returnsFund Vs Category AvgTreynors RatioTreynor is a risk adjusted performance measure. A fund with a higher Treynor ratio is considered better than a fund with a lower Treynor ratio.Better risk-adjusted returnsFund Vs Category AvgJensens AlphaAlpha shows the ability of the fund manager to outperform the market. A higher Alpha is preferred.Better risk-adjusted returnsFund Vs Category AvgMean ReturnAverage return generated by the fund during a specified period.Better average monthly returnsFund Vs Category AvgRisk RatioCategory AverageSize of Bubbles represents the Fund SizeScheme NameRatingAsset Size(Cr)1M3M6M1Y3YSBI Equity Hybrid Fund Direct Plan-Growth55,324.62-1.485.141.61-0.5714.03SBI Liquid Fund Direct Plan-Growth54,495.700.471.352.414.264.07SBI Bluechip Direct Plan-Growth33,021.96-1.746.384.41-1.1716.31SBI Focused Equity Fund Direct Plan-Growth27,607.15-2.047.35-0.12-4.4817.62SBI Overnight Fund Direct-Growth24,709.240.471.342.424.143.66SBI Balanced Advantage Fund Direct - Growth23,672.70-0.593.962.463.95-SBI Savings Fund Direct-Growth19,299.140.361.232.114.164.94SBI Flexicap Fund Direct-Growth15,799.69-1.547.001.43-1.9416.00SBI Corporate Bond Fund Direct - Growth15,754.120.180.941.242.715.96SBI Small Cap Fund Direct-Growth14,494.27-0..8913.4131.59Is it safe to invest in SBI Focused Equity Fund - Direct Plan?As per SEBIs latest guidelines to calculate risk grades, investment in the SBI Focused Equity Fund - Direct Plan comes under Very High risk category.What is the category of SBI Focused Equity Fund - Direct Plan?SBI Focused Equity Fund - Direct Plan belongs to the Equity : Flexi Cap category of funds.How Long should I Invest in SBI Focused Equity Fund - Direct Plan?The suggested investment horizon of investing into SBI Focused Equity Fund - Direct Plan is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.Who manages the SBI Focused Equity Fund - Direct Plan?The SBI Focused Equity Fund - Direct Plan is managed by R. Srinivasan (Since Jan 01, 2013).Date Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research. All times stamps are reflecting IST (Indian Standard Time). By using this site, you agree to the Terms of Service and Privacy Policy.
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