SBI Focused Equity (Equity, Multi Cap)

Moderately High
14 yrs 5 monthsStarted on:11 Oct 2004
₹ 3451.85 Cras on: 22 Feb 2019
Long Term Horizon
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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TenureReturns (CAGR)
3 Month1.54
2 YR11.52
3 YR14.78

SIP Returns

TenureReturns (CAGR)
2 YR2.84
3 YR7.89
5 YR10.73
10 YR16.34


Company Name% Assets
HDFC Bank Ltd.9.58
Procter & Gamble Hygiene & Health Care Ltd.7.18
State Bank of India5.96
Kotak Mahindra Bank Ltd.5.46
Divi's Laboratories Ltd.4.8
Hatsun Agro Products Ltd.4.61
Bajaj Finance Ltd.4.1
Solar Industries India Ltd.3.33
Bharti Airtel Ltd.3.11
Interglobe Aviation Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
Cons Durable5.13


Portfolio turnover ratio74
Standard Deviation14.63%
Sharpe Ratio0.51

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 22 Feb 19 47.78
    Returns since inception (CAGR) 17.98%
    Value Research