SBI Focused Equity Fund - Regular Plan -Growth

(Erstwhile SBI Emerging Businesses Fund - Regular Plan -Growth)

Category: Equity: Focused
Launch Date: 01-10-2004
Asset Class: Equity
Benchmark: BSE 500 TRI
Expense Ratio: 1.57% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 36,040.82 Cr As on (30-04-2025)
Turn over: 16
NAV as on 29-05-2025

343.1488

0.81 (0.2359%)

CAGR Since Inception

18.68%

BSE 500 TRI 12.51%

PERFORMANCE of SBI Focused Equity Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Focused Equity Fund - Regular Plan -Growth 10.96 17.14 22.06 14.44 18.68
Benchmark - - - - -
Equity: Focused 9.77 17.9 22.91 13.1 15.48

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. R Srinivasan, Mr. Pradeep Kesavan,

Investment Objective

The investment objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in a concentrated portfolio of equity and equity related securities

RETURNS CALCULATOR for SBI Focused Equity Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Focused Equity Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Focused Equity Fund - Regular Plan -Growth 12.03 0.65 0.76 0.72 - -
Equity: Focused - - - - - -

PEER COMPARISION of SBI Focused Equity Fund - Regular Plan -Growth

Period
Data as on - 30-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Focused Equity Fund - Regular Plan -Growth 01-10-2004 10.96 19.81 17.14 22.06 14.44
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 18.76 22.63 19.58 21.84 11.75
Invesco India Focused Fund - Growth 08-09-2020 16.72 36.55 25.49 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 15.61 28.42 23.89 27.22 14.37
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 15.51 15.0 12.11 21.86 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 15.37 27.24 25.03 31.16 14.33
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 14.7 0.0 0.0 0.0 0.0
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 14.53 22.0 19.52 0.0 0.0
DSP Focused Fund - Regular Plan - Growth 10-06-2010 13.78 25.05 20.36 22.25 11.77
LIC MF Focused Fund-Regular Plan-Growth 13-11-2017 13.32 16.29 14.37 20.34 0.0

PORTFOLIO ANALYSIS of SBI Focused Equity Fund - Regular Plan -Growth

Asset Allocation (%)