SBI Focused Equity Fund Overview

Mutual Fund

SBI Focused Equity Fund is an open-ended equity multi cap fund. Earlier this fund was named as SBI Emerging Businesses Fund. The investment objective of SBI Focused Equity Fund is to generate long term capital appreciation by investing in equity securities which is of concentrated portfolio. The risk profile of this fund is moderately high.

SBI Focused Equity Fund was launched on 11th October 2004. The benchmark of this fund is S&P BSE 500 Index and is managed by Mr. R. Srinivasan. Professional fund managers allocates the fund’s portfolio based on the investor’s risk appetite which is available for SBI Focused Equity Fund regular growth and SBI Focused Equity Fund regular dividend scheme. The sectoral allocation of SBI Focused Equity Fund under SBI fund house is well diversified throughout large, mid and small cap stocks. 

SBI Focused Equity Fund Facts

  • Based on SBI Focused Equity Fund review, this mutual fund scheme allocates 87.38% of its portfolio in equity stocks out of which 46.82% in large cap, 23.86% in small cap and 16.63% in mid cap stocks. The rest of its portfolio is invested in debt and money market instruments.
  • The minimum SIP amount that you invest in SBI Focused Equity Mutual Fund Scheme on a monthly basis is Rs. 500.
  • If you want to earn a regular income you can opt for SBI Focused Equity Fund dividend option and to yield a good return, you can go for SBI Focused Equity Fund regular growth plan.
  • SBI Focused Equity Fund invests across various sectors and market capitalization i.e this scheme is multi-cap focused.
  • Following bottom-up approach, this fund picks a maximum of 30 stocks of the companies which will help in fulfilling the investment objective.

Top 5 Sectors of SBI Focused Equity Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 14.31
2 Household and Personal Products 13.49
3 Miscellaneous 9.27
4 Finance – NBFC 8.4
5 Chemicals 5.46

(as on date- 05/04/2019)

Top 10 Holdings of SBI Focused Equity Fund

S.No. Holding Name Net Assets (in %)
1 HDFC Bank Ltd. 9.23
2 TREPS 8.91
3 Procter & Gamble Hygiene and Health Care Ltd. 7.52
4 State Bank of India 5.26
5 Divi’s Laboratories Ltd. 5.08
6 Kotak Mahindra Bank Ltd. 5.08
7 Hatsun Agro Product Ltd. 4.42
8 Interglobe Aviation Ltd. 4.4
9 Bajaj Finance Ltd. 4.07
10 Bharat Heavy Electricals Ltd. 3.42

(as on date- 05/04/2019)

Details of SBI Focused Equity Fund

Date of Inception- 11thOctober, 2004
Fund Manager- Mr. R. Srinivasan
Benchmark- S&P BSE 500 Index 
Riskometer- Moderately High
Return Since Since Launch- 20.12%
AUM- Rs. 3586.34 crore (as on 28th Feb, 2019)

Following table depicts the performance of SBI Focused Equity Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 5.97 16.64 19.03 25.32
S&P BSE 500 TRI 7.26 16.59 14.50 16.75
Category 3.60 14.72 15.26 17.67
Rank within Category 13 13 2 1
Number of funds in category 45 42 36 27
As on Apr 05, 2019

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