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SBI Focused Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : SBI Mutual Fund
  • NAV
    : ₹ 158.6422 -0.68%
    (as on 29th October, 2020)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High

Suitable For : Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.

This Scheme
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    S&P BSE 500 TRI
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  • NA
  • Gold
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Returns (NAV as on 29th October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 22-Oct-20 10030.20 0.30% - -0.93% 3/24
1 Month 29-Sep-20 10322.90 3.23% - 3.19% 12/24
3 Month 29-Jul-20 10491.30 4.91% - 5.14% 13/23
6 Month 29-Apr-20 11582.20 15.82% - 20.15% 19/22
YTD 01-Jan-20 9712.50 -2.88% - -1.52% 15/22
1 Year 29-Oct-19 10067.10 0.67% 0.67% 0.94% 15/21
2 Year 29-Oct-18 12253.40 22.53% 10.68% 7.88% 4/17
3 Year 27-Oct-17 12539.90 25.40% 7.81% 3.31% 3/16
5 Year 29-Oct-15 16585.00 65.85% 10.64% 8.97% 3/15
Since Inception 02-Jan-13 25624.60 156.25% 12.77% 9.70% 8/24

SIP Returns (NAV as on 29th October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 29-Oct-19 12000 12621.73 5.18 % 9.7 %
2 Year 29-Oct-18 24000 25909.57 7.96 % 7.53 %
3 Year 27-Oct-17 36000 39557.94 9.88 % 6.21 %
5 Year 29-Oct-15 60000 76415.09 27.36 % 9.6 %
 

Tax Treatment

Portfolio (Updated on 01st Jan,1970)

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 30th September, 2020)

  • Standard Deviation

    High volatility
    17.05vs13.64
    Category Avg
  • Beta

    High volatility
    0.8vs0.62
    Category Avg
  • Jension's Alpha

    Better risk adjusted returns
    1.95vs-1.55
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
IIFL Focused Equity Fund - Direct Plan - Growth 5 963.22 3.93 8.22 24.82 9.31 10.03
IDFC Focused Equity Fund - Direct Plan - Growth 3 1400.59 1.34 7.75 28.31 8.73 3.24
Mirae Asset Focused Fund - Direct Plan - Growth NA 3524.10 3.38 8.19 31.49 8.09 0.00
Union Focused Fund - Direct Plan - Growth NA 175.29 4.05 7.84 23.62 8.01 0.00
ICICI Prudential Focused Equity Fund - Direct Plan - Growth 4 794.93 -0.03 0.28 20.96 6.42 2.54
L&T Focused Equity Fund - Direct - Growth NA 751.13 1.17 7.47 19.93 4.08 0.00
Motilal Oswal Focused 25 Fund - Direct Plan - Growth 3 1266.86 5.86 6.36 17.87 3.19 6.71
Principal Focused Multicap Fund - Direct Plan - Growth 4 398.52 2.30 3.73 13.95 3.16 4.79
Axis Focused 25 Fund - Direct Plan - Growth 3 11454.82 5.16 7.44 20.67 2.12 8.50
Quant Focused Fund - Direct Plan - Growth NA 5.25 2.83 6.39 22.54 2.03 2.96

More Funds from SBI Mutual Fund

Out of 124 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 3 is/are ranked 4 * , 16 is/are ranked 3 * , 3 is/are ranked 2 * , 2 is/are ranked 1 * , and 99 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
SBI Liquid Fund - Direct Plan - Growth 3 39753.86 0.28 0.84 1.86 4.63 6.27
SBI Equity Hybrid Fund - Direct Plan - Growth 3 31225.51 2.42 2.24 12.86 0.93 5.64
SBI Corporate Bond Fund - Direct Plan - Growth 3 25314.10 1.48 1.54 6.43 10.91 0.00
SBI Blue Chip Fund - Direct Plan - Growth 3 22057.63 3.23 4.28 20.09 -2.91 2.89
SBI Savings Fund - Direct Plan - Growth 2 21034.83 0.46 1.21 3.46 6.70 7.54
SBI Short Term Debt Fund - Direct Plan - Growth 3 16743.03 1.48 1.60 5.91 10.32 8.66
SBI Overnight Fund - Direct Plan - Growth NA 12932.06 0.25 0.77 1.53 3.71 5.27
SBI Magnum Ultra Short Duration Fund - Direct Plan - Growth 3 10122.25 0.48 1.15 3.27 6.50 7.56
SBI Magnum Low Duration Fund - Direct Plan - Growth 2 9745.84 0.70 1.33 4.19 7.71 7.89
SBI Banking and PSU Fund - Direct Plan - Growth 2 8953.23 1.64 1.48 6.66 10.91 9.52

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