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SBI Focused Equity Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : SBI Mutual Fund
  • NAV
    : ₹ 148.756 -0.58%
    (as on 28th October, 2020)
Crisil Rank
Above average performance among peers
Risk-O-Meter
Moderately High
Buy Recommended
(Min ₹500 for SIP, ₹5000 for one time investment)

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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Returns (NAV as on 28th October, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 21-Oct-20 10166.30 1.66% - -0.74% 1/24
1 Month 28-Sep-20 10404.40 4.04% - 3.40% 11/23
3 Month 28-Jul-20 10532.30 5.32% - 4.75% 9/23
6 Month 28-Apr-20 11730.50 17.30% - 21.48% 19/22
YTD 01-Jan-20 9695.30 -3.05% - -2.26% 15/22
1 Year 25-Oct-19 10113.80 1.14% 1.13% 1.68% 15/21
2 Year 26-Oct-18 12305.00 23.05% 10.88% 7.87% 4/17
3 Year 27-Oct-17 12246.80 22.47% 6.98% 2.16% 3/16
5 Year 28-Oct-15 15924.80 59.25% 9.74% 7.69% 3/15
10 Year 28-Oct-10 33877.50 238.78% 12.97% 8.20% 1/12
Since Inception 08-Oct-04 148756.00 1387.56% 18.30% 8.98% 1/24

SIP Returns (NAV as on 28th October, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 25-Oct-19 12000 12637.71 5.31 % 9.94 %
2 Year 26-Oct-18 24000 25834.89 7.65 % 7.24 %
3 Year 27-Oct-17 36000 39222.26 8.95 % 5.64 %
5 Year 28-Oct-15 60000 74910.83 24.85 % 8.8 %
10 Year 28-Oct-10 120000 239464.78 99.55 % 13.24 %
 

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 - Growth 5 963.22 4.11 8.13 25.58 10.22 8.51
IDFC Focused Equity Fund - Regular Plan - Growth 3 1400.59 1.84 7.42 30.61 9.47 1.89
Union Focused Fund - Growth NA 175.29 4.36 7.03 26.13 8.91 0.00
Mirae Asset Focused Fund - Growth NA 3524.10 3.16 7.17 31.75 8.29 0.00
ICICI Prudential Focused Equity Fund - Retail - Growth 4 794.93 -0.56 0.36 23.07 7.56 1.67
L&T Focused Equity Fund - Growth NA 751.13 1.32 7.25 19.88 4.21 0.00
Principal Focused Multicap Fund - Growth 4 398.52 2.63 2.48 15.49 4.04 4.01
Motilal Oswal Focused 25 Fund - Growth 3 1266.86 6.18 5.36 19.70 3.63 5.41
IDBI Focused 30 Equity Fund - Growth NA 151.41 4.29 3.76 21.52 2.28 0.00
Axis Focused 25 Fund - Growth 3 11454.82 4.82 6.14 20.85 2.23 7.00

More Funds from SBI Mutual Fund

Out of 143 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 9 is/are ranked 4 * , 12 is/are ranked 3 * , 5 is/are ranked 2 * , 5 is/are ranked 1 * , and 110 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
SBI - ETF Nifty 50 4 74867.15 4.62 4.12 25.77 1.89 5.53
SBI - ETF Nifty 50 4 74867.15 4.62 4.12 25.77 1.89 5.53
SBI Liquid Fund - Growth 2 39753.86 0.28 0.82 1.82 4.56 6.19
SBI Equity Hybrid Fund - Regular Plan - Growth 4 31225.51 2.32 2.35 14.01 1.15 4.91
SBI - ETF SENSEX 5 30318.72 5.28 4.02 25.31 3.29 7.59
SBI - ETF SENSEX 5 30318.72 5.28 4.02 25.31 3.29 7.59
SBI Corporate Bond Fund - Regular Plan - Growth 3 25314.10 1.43 1.46 6.18 10.35 0.00
SBI Blue Chip Fund - Growth 2 22057.63 3.42 3.96 22.36 -1.71 2.14
SBI Savings Fund - Growth 1 21034.83 0.41 1.06 3.14 6.10 6.86
SBI Short Term Debt Fund - Growth 4 16743.03 1.41 1.54 5.67 9.77 8.07

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