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SBI Emerging Businesses Fund (D)

PLAN: Regular OPTIONS: Dividend
21.268 0.04 (0.18%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : SBI Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.7 58
3 mth 4.4 88
6 mth 22.8 73
1 year 57.5 83
2 year 20.9 83
3 year 31.8 37
5 year 22.7 8

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.2 23.0 10.2 - -
2013 -12.5 -15.5 -8.4 13.1 -21.1
2012 -2.3 3.1 10.2 13.0 32.0
2011 -22.3 4.9 -1.5 -8.1 -23.3
2010 4.6 0.2 19.1 0.1 31.4
2009 -14.6 66.0 -5.0 -0.2 66.9

View where it stands within its peers

* Returns over 1 year are Annualised

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 0.7 4.4 22.8 57.5 20.9 31.8 22.7
Category avg 0.3 5.7 23.7 60.8 24.6 14.2 6.7
Difference of Fund returns and Category returns 0.4 -1.3 -0.9 -3.3 -3.7 17.6 16.0
Best of category 4.9 12.9 41.7 116.3 46.4 47.3 25.2
Worst of category -6.2 -7.6 2.5 39.4 17.9 23.2 10.5
Benchmark returns # -2.0 1.5 9.7 38.6 17.8 22.2 10.1
Difference of Fund returns and Benchmark returns 2.7 2.9 13.1 18.9 3.1 9.6 12.6
SBI Emerging Businesses Fund (D) Review by Crisil - Rating: 1 (Rank 5 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 Dividend
Launch date Sep 17, 2004
Benchmark S&P BSE 500
Asset Size (Rs cr) 1,415.80 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.70 (Nov-28-2014) 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 Opportunities (G) Rank 3
6,209.50 7.3 23.9 73.5 38.6 23.8
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.5 24.4 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 3.4 20.4 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 3.2 19.9 72.8 39.0 21.9
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.4 24.0 58.8 32.6 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 94.48
Others 0.25
Debt 0.81
Mutual Funds N.A
Money Market 5.10
Cash / Call -0.63

View All

Sector (%)
Top 3 N.A.

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