SBI Focused Equity Fund - Growth

( NAV change from the previous, NAV as on )

Launch Date

2004-10-11 00:00:00.0

AUM

NA
(as on date NA)

Benchmark

S&P BSE 500 Index

Fund Manager

R. Srinivasan

Risk: Moderately High

SBI Focused Equity Fund Overview

SBI Focused Equity Fund is an open-ended equity scheme under the multi-cap category. The investment objective of the SBI Focused Equity Fund was named SBI Emerging Businesses. The investment objective of SBI Focused Equity Fund is to generate long term capital by investing predominantly in equity instruments and also in debt instruments. SBI Focused Equity Fund portfolio includes at least 65% in the equity market and a maximum 35% in the money market or debt securities. You can invest at least Rs. 500 monthly in SBI Focused Equity Fund sip scheme without disturbing your budget. If you track SBI Focused Equity Fund performance, then you could see that the fund has outperformed the benchmark index. SBI Focused Equity Fund follows the strategy of the bottom-up approach for stock picking and investing across different market cap companies.

Eligibility for investing in SBI Focused Equity Fund

  • Individual should be an Indian Citizen
  • Minor through parent/lawful guardian
  • Foreign Institutional Investors
  • Financial Institutions and Investment Institutions
  • Non-resident Indians/Persons of Indian origin residing abroad
  • Association of Persons
  • Partner(s) of Partnership Firms.
  • Societies
  • Karta of Hindu Undivided Family
  • Companies
  • Trusts

Documents required for SBI Focused EquityFund

KYC Documents-

  • PAN Card
  • ID Proof- AADHAR Card, Voter ID Card.
  • Residential Proof
  • Passport size Photographs
  • Duly filled application form
  • KYC Acknowledgement
  • Declaration of 3rd party (for minors)

Advantages of SBI Focused Equity Fund

  • SBI Focused Equity Fund portfolio includes both equity and debt securities to provide a higher return with optimal risk.
  • You can invest in SBI Focused Equity Fund growth plan or SBI Focused Equity Fund dividend plan as per your financial needs.
  • SBI Focused Equity Fund NAV details help you to track SBI Focused Equity Fund performance with ease.
  • Under SBI Focused Equity Fund sip scheme, you can invest a minimum of Rs. 500 monthly to earn a stable return without hampering the monthly budget.
  • Experienced fund manager takes the responsibility of SBI Focused Equity Fund investment strategy. So, you do not have to worry about the investment strategy.
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