SBI Emerging Businesses Fund (Equity, Multi Cap)

Moderately High
13 yrs 12 monthsStarted on:11 Oct 2004
₹ 3200.7 Cras on: 19 Sep 2018
Long Term Horizon
2.52%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.13
1 YR10.21
2 YR12.76
3 YR14.53

SIP Returns

TenureReturns (CAGR)
1 YR3.83
2 YR13.73
3 YR14.98
5 YR16.41
10 YR19.54

Portfolio

Company Name% Assets
Procter & Gamble Hygiene & Health Care Ltd.7.38
HDFC Bank Ltd.6.44
Bajaj Finance Ltd.6.25
Kotak Mahindra Bank Ltd.5.11
Divi's Laboratories Ltd.4.86
Gruh Finance Ltd.4.51
State Bank of India4.16
Solar Industries India Ltd.4.02
Muthoot Finance Ltd.3.84
Sheela Foam Ltd.3.32

Top Sectoral Holdings

Sector Name% Assets
Financial38.94
FMCG12.68
Services7.89
Engineering6.71
Chemicals6.64
Healthcare5.02
Cons Durable3.8
Textiles3.32
Automobile3.28
Communication3.08

Indicators

LabelValue
Portfolio turnover ratio42
Standard Deviation13.52%
Beta0.84%
Sharpe Ratio0.7

R. Srinivasan

Mr. Srinivasan is M.Com and MFM.
Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Other Funds Managed by R. Srinivasan

  • Nav as on 19 Sep 18 54.09
    Returns since inception (CAGR) 20.55%
    Value Research
    Crisil Ranking NA
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