Performance Update

SBI Focused Equity Fund: Making it through

Bet against this fund manager's long-term outlook at your own risk

Bet against this fund manager's long-term outlook at your own risk

हिंदी में भी पढ़ें read-in-hindi

SBI Focused Equity Fund is a market-cap agnostic fund that prefers quality stocks and is flexible in its portfolio. The fund holds less than 30 stocks, which makes it more volatile than other flexi-cap funds. However, its bottom-up stock-picking approach has paid off over the past decade. In recent years, the fund has begun allocating a small portion of its portfolio to foreign equities, but only if they provide better risk-return potential than Indian stocks. This move is not aimed at diversification purposes. SBI Focused Equity Fund has delivered -1.76 and 2.91 per cent returns over the last six and 12 months, respectively, making it land among the bottom of the pile. The fund has had a bad patch over the past year, with returns falling in the lower quartile

Fund Advisor

Buy, hold, or switch. Get the call.

How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.

No commissions. No conflicts. Since 1991.

See Plans right-arrow

Other Categories

Informed fund ideas, better judgment. Every month. Mutual Fund Insight, every month since October 2002.

Take charge. Know more. Keep more. Mutual Fund Insight helps you do all three — every month