Investment Checklist

SBI Focused Equity Fund(IDCW-Payout)

IDCW

EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 35,727 Cr

Very High RiskPrinciple investment will be at very high risk

90.980.75% (+0.68)

Investment Checklist

EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 35,727 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.73	52.92	2.08

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	48.26	2.33

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Not allowed	Not allowed

BenchmarkBenchmark
BSE 500 - TRI

About Focused Fund

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.

Peers & Comparison

Comparing 3 mutual funds from
EquityFocused Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
SBI Focused Equity Fund(IDCW-Payout)	30.54%	14.62%	13.95%
Axis Focused Fund(IDCW)	22.09%	-1.58%	10.72%
HDFC Focused 30 Fund(IDCW)	34.43%	19.15%	5.22%
Franklin India Focused Equity Fund(IDCW)	29.48%	10.17%	11.32%

Price Comparison

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SBI Focused Equity Fund(IDCW-Payout)

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AMC Profile

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
105
Total AUM
₹ 7,41,735.72 Cr.

Fund Manager Profile

R. Srinivasan

AUM: ₹1,89,012.65 Cr.

Exp: 19yrs

Pradeep Kesavan

AUM: ₹1,88,261.40 Cr.

Exp: 18yrs

Tax Implications

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