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SBI Focused Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : SBI Mutual Fund
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank

Returns (NAV as on 11th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Nov-19 9975.90 -0.24% - -0.20% 12/21
1 Month 11-Oct-19 10554.20 5.54% - 5.76% 12/21
3 Month 09-Aug-19 10947.70 9.48% - 9.02% 8/20
6 Month 10-May-19 10834.20 8.34% - 8.14% 10/18
YTD 01-Jan-19 11411.00 14.11% - 5.17% 5/18
1 Year 09-Nov-18 11943.00 19.43% 19.31% 13.65% 5/18
2 Year 10-Nov-17 12160.00 21.60% 10.26% 5.23% 3/16
3 Year 11-Nov-16 14947.50 49.48% 14.34% 12.34% 5/15
5 Year 11-Nov-14 18974.30 89.74% 13.66% 10.53% 2/15
Since Inception 02-Jan-13 25784.80 157.85% 14.81% 12.57% 8/21

SIP Returns (NAV as on 11th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 09-Nov-18 12000 13378.31 11.49 % 21.81 %
2 Year 10-Nov-17 24000 27117.14 12.99 % 12.19 %
3 Year 11-Nov-16 36000 44140.23 22.61 % 13.68 %
5 Year 11-Nov-14 60000 84887.38 41.48 % 13.84 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.49% 5.54% 9.48% 8.34% 7.47% 19.31% 10.26% 14.34% 13.66%
Nifty 50 0.04% 5.38% 7.24% 5.63% 2.49% 12.48% 7.42% 12.82% 7.33%
Benchmark: S&P BSE 500 0.12% 5.89% 7.37% 4.71% 0.57% 8.45% 3.08% 10.95% 7.54%
Category Average 0.25% 5.76% 9.02% 8.14% 5.17% 13.65% 5.23% 12.34% 10.53%
Category Rank 4/21 12/21 8/20 10/18 5/18 5/18 3/16 5/15 2/15
Best in Category 0.87% 8.97% 13.75% 15.00% 13.03% 27.59% 11.98% 18.85% 14.68%
Worst in Category -0.24% 2.80% 2.16% -1.30% -3.55% -0.70% -1.37% 7.69% 6.03%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q4 - 2017 15.77% 5.84% 8.90% 10.31%
Q1 - 2017 13.18% 12.16% 14.08% 13.9%
Q3 - 2016 6.87% 3.40% 5.35% 7.42%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q1 - 2018 -5.05% -2.14% -4.29% -5.78%
Q3 - 2018 -2.25% 3.29% 0.58% -5.33%
Q4 - 2016 -8.67% -6.39% -7.07% -5.76%

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