Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.73 | 54.07 | 1.85 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 51.04 | 2.17 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
SBI Focused Equity Fund | 27.32% | 12.11% | 16.53% |
Axis Focused Fund | 34.81% | 6.28% | 15.66% |
HDFC Focused 30 Fund | 46.07% | 26.89% | 16.80% |
Franklin India Focused Equity Fund | 39.48% | 19.55% | 19.85% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
7.26 %
Holdings
5.13 %
Holdings
4.50 %
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
106
Total AUM
₹ 7,67,030.37 Cr.
R. Srinivasan
AUM: ₹1,93,914.71 Cr.
|
Exp: 19yrs
Pradeep Kesavan
AUM: ₹2,03,966.35 Cr.
|
Exp: 18yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
5 Mutual Funds with Artificial Intelligence Stocks in Their Portfolio
1 year ago•Mutual Funds at Groww
Top mutual funds | Best mutual funds for 2022 in India | Best mutual funds for sip
2 years ago•Invest with S K Singh
Candlesticks Patterns History | Candlesticks Patterns Importance | Candlesticks Charts Benefits
2 years ago•Invest with S.K. Singh
S K Singh
2 years ago•Invest with S K Singh
PGIM India Midcap Opportunities Fund vs Quant Mid Cap Fund|Mutual Fund comparison Best Mid Cap funds
2 years ago•Invest with S K Singh
SBI Technology Opportunities Fund vs Tata Digital India Fund|Mutual Funds comparison technology sec.
2 years ago•Invest with S.K. Singh
Aditya Birla Sun Life Digital India Fund vs Tata Digital India Fund|Mutual Funds comparison.
2 years ago•Invest with S.K. Singh
Tata Digital India Fund vs. ICICI Prudential Technology Fund | Mutual Fund comparison tech. sector
2 years ago•Invest with S.K. Singh
How to trim your portfolio? Over diversification in Mutual Funds | What is the Right No. of funds?
2 years ago•Invest with S.K. Singh
How to invest in market crash?What to do when in market crash? US-Mutual funds| Global Funds returns
2 years ago•Invest with S.K. Singh
Returns
Fund has been able to generate better returns compared to other funds in the same category