Try to stick in a focused equity portfolio, which selects profitable ideas with strong confidence through market capitalization, serves as a good investment option for investors under current market conditions. SBI Focused Equity, controlled by R Srinivasan, is a fund that is a good bet for mutual fund investors.
It is one of the few early market-focused equity schemes. The portfolio consists of 25 stocks, with 48.6 percent of the total portfolio in the top 10 sizes. It reflects the confidence level of the fund manager of the scheme. It has a well-diversified portfolio covering industries such as banking, consumer durables, technology, automobiles and engineering. About 57 percent of the plan’s portfolio is concentrated in large-scale businesses, while the remaining is distributed through mid- and small-scale enterprises.
Bets with such convictions show desired results, especially over the long term. This performance of the plan will be reflected in the long time. The scheme gave 16.8% and 24.7% over the previous seven and 10-year cycles, while other schemes in the category gave 14% and 17.6% respectively over the same period, while its benchmark index Nifty 500 TRI gave 13.2% more. 16.4% return. This scheme will work for those investors who rely on the possibility of making profits from hard-earned investments when they are at high earning stakes.
SBI focused equity fund details:
- Category- Equity
- AUM- 7716.49 Cr as on 31 Jan 2020
- Risk-Moderately high
- Benchmark- S&P BSE 500 Index
- Launch Date- October 11, 2004
Growth Rate Performance- SBI Focused Equity Fund
- 23.6% Last 1 Year
- 16.81 % Last 3 Years
- 11.07% Last 5 Years
- 19.65% Since inception
SBI Focused Equity Fund is a multi-cap fund for investors with a sound investment outlook and is ready to take risks in return for good returns.
The scheme aims to allow the investor to appreciate long-term capital by investing in a concentrated portfolio of equity and equity-related securities. Sticking to a focused equity portfolio, which selects profitable ideas with strong confidence in market capitalization, serves as a good investment option for investors under current market conditions.
SBI focused equity fund is suitable for you
If investors know macro trends and prefers to place targeted bets for higher returns relative to other equity funds. At the same time, even if the overall market is outperforming, these investors should also be prepared for the possibility of moderate to high losses on their investments.
It is a multi-cap fund where the fund management team has complete freedom to invest in companies of various sizes, where maximum returns are expected. This versatility makes multi-cap funds the most suitable for equity fund investors as the stock selection function is left entirely to the fund manager, who is the very essence of investing in mutual funds. As you do with all equity funds, you only have to invest through the SIP route in this scheme.