Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
SBI Focused Equity Fund
|
Very High
|
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1.61 |
|||
Very High
|
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1.40 |
||||
Very High
|
Please wait... |
1.59 |
||||
Very High
|
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1.79 |
||||
Very High
|
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1.81 |
₹29,317 Cr
1.00 (365)
5,000
500
500
12
3 min read
1 min read
SBI Focused Equity Fund is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Focused Equity Fund fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Focused Equity Fund is ₹269.2773 as of 29-Nov-2023.
The AUM of SBI Focused Equity Fund Fund is ₹29,317 Cr as of 31-Oct-2023
The riskometer level of SBI Focused Equity Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.91
|
|
8.43
|
|
7.05
|
|
6.78
|
|
6.51
|
As of 31-Oct-2023, SBI Focused Equity Fund had invested 95.61% in Equity, 3.72% in Cash & Cash Eq. and 0.67% in Debt See More
SBI Focused Equity Fund is 19 years 1 months old. It has delivered 18.77% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
14.96%
|
17.34%
|
16.26%
|
15.28%
|
17.49%
|
18.77%
|
No, There is no lock in period in SBI Focused Equity Fund.
The expense ratio of SBI Focused Equity Fund is 1.61.
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