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SBI Focused Equity Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House :
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
  • (Updated on 31st Dec 2019)
    Crisil Rank
  • (Updated on 30th Sep 2019)
    Crisil Rank

Returns (NAV as on 25th November, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 18-Nov-20 10080.70 0.81% - -0.44% 2/24
1 Month 23-Oct-20 11099.90 11.00% - 7.63% 4/24
3 Month 25-Aug-20 10826.00 8.26% - 9.38% 17/23
6 Month 22-May-20 13349.70 33.50% - 36.02% 17/22
YTD 01-Jan-20 10695.10 6.95% - 6.48% 11/22
1 Year 25-Nov-19 10718.30 7.18% 7.16% 7.25% 11/21
2 Year 22-Nov-18 12969.70 29.70% 13.80% 10.27% 4/18
3 Year 24-Nov-17 12656.10 26.56% 8.15% 4.43% 3/17
5 Year 24-Nov-15 17932.20 79.32% 12.37% 10.05% 3/15
10 Year 25-Nov-10 39191.60 291.92% 14.62% 9.67% 1/12
Since Inception 08-Oct-04 164095.30 1540.95% 18.93% 11.46% 2/24

SIP Returns (NAV as on 25th November, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 25-Nov-19 12000 13998.08 16.65 % 32.06 %
2 Year 22-Nov-18 24000 28367.93 18.2 % 16.91 %
3 Year 24-Nov-17 36000 43154.83 19.87 % 12.1 %
5 Year 24-Nov-15 60000 82235.06 37.06 % 12.55 %
10 Year 25-Nov-10 120000 262104.27 118.42 % 14.92 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -1.26% 11.00% 8.26% 33.50% 6.92% 7.16% 13.80% 8.15% 12.37%
Nifty 50 -1.51% 7.78% 12.08% 42.25% 5.67% 6.48% 10.46% 7.35% 10.41%
Benchmark: S&P BSE 500 TRI -1.47% 8.11% 11.40% 43.79% 8.53% 9.30% 10.49% 5.99% 11.29%
Category Average -1.51% 7.63% 9.38% 36.02% 6.48% 7.25% 10.27% 4.43% 10.05%
Category Rank 5/25 4/24 17/23 17/22 11/22 11/21 4/18 3/17 3/15
Best in Category -0.53% 11.94% 13.47% 50.21% 14.30% 17.32% 22.60% 10.87% 14.82%
Worst in Category -1.96% 2.71% 4.60% 26.21% -5.35% -6.07% 0.71% -4.18% 3.80%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q2 - 2014 22.67% 13.25% 17.84% 21.73%
Q2 - 2020 16.65% 24.82% 25.25% 18.91%
Q4 - 2017 15.50% 5.84% 8.90% 10.19%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 TRI Category Average
Q1 - 2020 -21.91% -29.43% -29.29% -26.25%
Q4 - 2016 -8.86% -6.39% -7.07% -6.09%
Q1 - 2020 -21.93% -29.43% -29.29% -26.25%

Forum

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