SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH

SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH of SBI Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.47

Age

NA Years

Fund Manager

R Srinivasan

AuM (Rs Crores)

3019.111

Asset Class

Mid-Small Cap

Net Asset Value:

137.1866

Rating

4

Exit Load

0.01

Benchmark

S&P BSE 500 TRI

Fund Type

Mid & Small cap

SEBI Category

Focused Fund

Turnover Ratio(Monthly)

.45 Times

Fund Manager Details:

R Srinivasan M.Com., MFM from University of Bombay. Mr. Srinivasan is M.Com and MFM.Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Objective:

To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.

Top Holdings:

  • Finance (19.44)
  • Banks (17.78)
  • FMCG (9.93)
  • Chemicals (6.55)
  • Capital Goods-Non Electrical Equipment (5.91)
  • Consumer Durables (4.98)
  • Pharmaceuticals (4.86)
  • Textiles (3.32)
  • Telecomm-Service (3.)
  • Shipping (2.95)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition