SBI Focused Equity Fund (Equity, Multi Cap)

Moderately High
15 yrs 6 monthsStarted on:11 Oct 2004
₹ 8263.77 Cras on: 27 Mar 2020
Long Term Horizon
1.88%
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 YR5.07

SIP Returns

TenureReturns (CAGR)
5 YR1.97
10 YR10.55

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.41
Bharti Airtel Ltd.7.01
State Bank of India6.97
Bajaj Finance Ltd.6.65
Procter & Gamble Hygiene & Health Care Ltd.6.62
Divi's Laboratories Ltd.4.75
Axis Bank Ltd.3.97
Kotak Mahindra Bank Ltd.3.73
Hatsun Agro Products Ltd.3.72
Relaxo Footwears Ltd.3.37

Top Sectoral Holdings

Sector Name% Assets
Financial33.82
FMCG15.46
Communication7.07
Energy5.92
Cons Durable5.29
Healthcare4.79
Chemicals4.7
Engineering4.39
Technology3.71
Textiles2.32

Indicators

LabelValue
Portfolio turnover ratio19
Standard Deviation13.3%
Beta0.83%
Sharpe Ratio0.67

R. Srinivasan

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

Other Funds Managed by R. Srinivasan