SBI Focused Equity Fund (Equity, Multi Cap)

Moderately High
15 yrs 4 monthsStarted on:11 Oct 2004
₹ 6924.4 Cras on: 17 Jan 2020
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)
1 Month4.14
3 Month8.80
1 YR21.33
2 YR7.17
3 YR17.37

SIP Returns

TenureReturns (CAGR)
1 YR24.21
2 YR15.01
3 YR14.11
5 YR13.93
10 YR16.35


Company Name% Assets
HDFC Bank Ltd.9.19
State Bank of India7.23
Bajaj Finance Ltd.6.92
Procter & Gamble Hygiene & Health Care Ltd.6.12
Axis Bank Ltd.5.12
Bharti Airtel Ltd.5.07
Divi's Laboratories Ltd.4.97
Kotak Mahindra Bank Ltd.4.62
ICICI Lombard General Insurance Comapny Ltd.4.01
Hatsun Agro Products Ltd.3.76

Top Sectoral Holdings

Sector Name% Assets
Cons Durable5.24


Portfolio turnover ratio25
Standard Deviation13.36%
Sharpe Ratio0.84

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