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SBI Emerging Businesses Fund (G)

PLAN: Regular OPTIONS: Growth
108.792 1.13 (1.05%)

NAV as on 26 May, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Small & Mid Cap category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 26 May, 2017)

Period Returns (%) Rank #
1 mth -0.2 38
3 mth 5.3 134
6 mth 10.7 127
1 year 14.7 127
2 year 10.1 112
3 year 18.6 84
5 year 19.2 38

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 12.4 - - - -
2016 -4.2 7.8 6.6 -10.4 1.1
2015 1.7 -3.4 -0.1 3.3 3.5
2014 5.2 23.1 10.2 8.7 57.7
2013 -12.5 -1.7 -8.4 13.1 -8.3
2012 14.6 3.1 10.2 13.0 54.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.2 5.3 10.7 14.7 10.1 18.6 19.2
Category avg -0.7 9.5 19.6 29.3 14.1 16.3 14.4
Difference of Fund returns and Category returns 0.5 -4.2 -8.9 -14.6 -4.0 2.3 4.8
Best of category 3.4 16.4 32.3 55.2 28.4 37.4 33.2
Worst of category -4.8 4.9 9.4 10.7 4.9 14.1 18.1
Benchmark returns # 1.2 8.1 19.2 23.9 9.8 12.1 15.7
Difference of Fund returns and Benchmark returns -1.4 -2.8 -8.5 -9.2 0.3 6.5 3.5
SBI Emerging Businesses Fund (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The investment objective of the Emerging Businesses 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 The fund may also evaluate emerging businesses with growth potential and domestic focus.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 17, 2004
Benchmark S&P BSE 500
Asset Size (Rs cr) 1,630.28 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Srinivasan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office 191 Maker Towers E, Cuffe Parade, Mumbai, 400005
Tel. No. 91 22 22180221/ 27
Fax No. 91 22 22189663
Email partnerforlife@sbimf.com
Website http://www.sbimf.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 8.8 19.9 36.5 25.9 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 8.6 19.3 35.2 24.7 27.0
IDFC Premier Equity - Direct (G) Rank 5
527.58 9.6 19.9 19.7 19.6 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 9.4 19.4 18.8 18.7 21.5
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 10.1 21.3 35.9 35.7 32.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
P and G Cons NonDurable 176.85 9.48
HDFC Bank Banking/Finance 154.65 8.29
Solar Ind Chemicals 141.88 7.61
GRUH Finance Banking/Finance 123.36 6.61
GE Shipping Services 118.77 6.37
Divis Labs Pharmaceuticals 106.83 5.73
Elgi Equipments Engineering 103.94 5.57
Kotak Mahindra Banking/Finance 90.20 4.84
Hawkins Cooker Cons Durable 72.01 3.86
Westlife Dev Banking/Finance 70.52 3.78

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 29.23 21.52 21.52
Engineering 12.17 9.52 9.52
Chemicals 10.40 8.08 8.08
Pharmaceuticals 10.16 13.35 13.35
Cons NonDurable 9.48 9.20 9.20
Services 6.37 9.09 9.09

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 96.42
Others 0.62
Debt 0.00
Mutual Funds N.A
Money Market 4.21
Cash / Call -1.25

View All

Concentration

Holdings (%)
Top 5 38.36
Top 10 62.14
Sector (%)
Top 3 51.80

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