SBI Focused Equity Fund

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SBI Focused Equity Fund is India’s of the most focused equity fund in India. It is a good investment option. R Srinivasan manages the SBI Focused Equity Fund. This fund has a diversified portfolio.

SBI Focused Equity Mutual Fund will provide its consumer long term capital appreciation by investing through equity or equity related instruments.

TOP 5 HOLDINGS OF SBI Focused Equity Fund

(As of 25/03/2019)

S.No. Name of Holding Net Assets (%)
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

TOP 5 SECTORS OF SBI Focused Equity Fund

(As of 25/03/2019)

S.No. Name of Holding Net Assets (%)
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

SBI Focused Equity Fund

  • AUM Size- Rs.3,580cr.
  • Expense Ratio- 2.24% (28th February 2019)
  • Launch Date- 11th October 2004
  • Benchmark- S&P BSE 500 TRI
  • Risk- Moderately High
  • Return Since Launch- 19.81%
  • Fund Manager Name- R.Srinivasan

Performance

  YTD 1-Month 3-Month 1-Year 3-Year 5-Year 10-Year
Fund 3.22 5.75 4.92 7.12 15.20 18.67 26.21
S&P BSE 500 TRI 2.81 4.82 4.71 8.28 15.10 14.46 17.31
Category 2.29 4.80 3.97 5.23 13.41 15.25 18.16
Rank within Category 14 11 14 14 13 3 1
Number of funds in category 51 51 51 45 42 35 27

As on Mar 25, 2019

Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 16.16 14.01 0.71 0.98 0.87 0.93
S&P BSE 500 TRI 16.73 13.79 0.76 1.22
Category 15.27 14.12 0.64 1.00 0.96 -0.91
Rank within Category 13 22 15 24 6 11
Number of funds in category 43 43 43 43 43 43

As on Feb 28, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.

Portfolio change (past 6 months) 

New entrants Complete exits Increase in allocation
Adani Ports AU Small Finance Banks Bluestar, Bajaj Finserv
Bharat Heavy Electricals Agro Tech Foods Dixon Technologies, Kotak Mahindra
  Westlife Develp Sheela Foam, SBI, Interglobe Aviation
    Bharti Airtel, HDFC Bank

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