SBI Emerging Businesses Fund (Equity, Mid Cap)

Moderately High
13 yrs 8 monthsStarted on:11 Oct 2004
₹ 2681.22 Cras on: 22 May 2018
Long Term Horizon
2.07%
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 Month3.00
1 YR24.31
2 YR20.27
3 YR14.33

SIP Returns

TenureReturns (CAGR)
1 YR15.69
2 YR19.28
3 YR18.1
5 YR19.25
10 YR20.37

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.96
Procter & Gamble Hygiene & Health Care Ltd.6.76
Kotak Mahindra Bank Ltd.5.38
Divi's Laboratories Ltd.5.31
Gruh Finance Ltd.4.8
Westlife Development Ltd.4.43
Solar Industries India Ltd.4.36
Great Eastern Shipping Company Ltd.4.25
Kirloskar Oil Engines Ltd.3.86
Techno Electric & Engg. Co. Ltd.3.69

Top Sectoral Holdings

Sector Name% Assets
Financial29.78
FMCG12.26
Services12.07
Engineering7.1
Chemicals6.56
Automobile5.95
Healthcare5.31
Construction3.69
Communication3.21
Cons Durable2.85

Indicators

LabelValue
Portfolio turnover ratio35
Standard Deviation13.2%
Sharpe Ratio0.86

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.
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