SBI Focused Equity (Equity, Multi Cap)

Moderately High
14 yrs 3 monthsStarted on:11 Oct 2004
₹ 3261.24 Cras on: 14 Dec 2018
Long Term Horizon
2.35%
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)
1 Month3.06
2 YR14.66
3 YR13.21

SIP Returns

TenureReturns (CAGR)
2 YR6.85
3 YR10.3
5 YR12.7
10 YR17.62

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.79
Procter & Gamble Hygiene & Health Care Ltd.7.04
State Bank of India5.15
Divi's Laboratories Ltd.4.85
Kotak Mahindra Bank Ltd.4.81
Bajaj Finance Ltd.4.28
Solar Industries India Ltd.3.47
Gruh Finance Ltd.3.18
Bharti Airtel Ltd.2.98
Interglobe Aviation Ltd.2.87

Top Sectoral Holdings

Sector Name% Assets
Financial35.29
FMCG10.71
Engineering8.5
Services7.76
Chemicals6.21
Healthcare4.99
Cons Durable4.53
Technology3.27
Communication3.05
Textiles2.86

Indicators

LabelValue
Portfolio turnover ratio59
Standard Deviation14.94%
Beta0.86%
Sharpe Ratio0.4

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 14 Dec 18 49.74
    Returns since inception (CAGR) 18.90%
    Value Research
    Crisil Ranking NA
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