Sbi Focused Equity Fund Regular Growth

Invest in the SBI Focused Equity Fund Regular Growth by following a straightforward three-step investment process and reap the benefits of your investments.

What is the 5-year return of SBI Focused Equity Fund?

1. The Current Net Asset Value (NAV) is the current value of each unit of the SBI Focused Equity Fund. As of Feb 26, 2024, the NAV for the Growth option in its Regular plan is Rs 280.15. This means that if you have invested in this fund and own one unit, it is currently worth Rs 280.15.

2. Returns refer to how much profit or loss an investment has generated over a specific period of time. The trailing returns for the SBI Focused Equity Fund are as follows:

– Over the past year, it has provided a return of 29.77%. This means that if you had invested in this fund one year ago, your investment would have grown by approximately 29.77%.

– Over the past three years, it has provided a return of 14.72%. If you had invested three years ago, your investment would have grown by around 14.72%.

– Over the past five years, it has provided a return of 17.03%. If you had invested five years ago, your investment would have grown by about 17.03%.

– Since its launch until now, it has given a return of 18.81%.

These returns indicate how well this fund has performed over different time periods and can help investors assess its performance compared to other funds or benchmarks.

Frequently Asked Questions

Equity funds are investment schemes that focus on investing in shares of companies with varying market capitalization.

Understanding large cap, mid cap, small cap, and multi cap equity funds

SEBI categorizes listed companies based on their market capitalization. Large-cap funds focus on investing in the top 100 companies, while mid-cap funds target those ranked from 101 to 250. Small-cap funds, on the other hand, invest in companies ranked beyond 250th position. Multi-cap funds have a more diverse approach and invest in companies across all three categories – small cap, mid cap, and large cap.

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What are ELSS funds?

ELSS funds are mutual funds that offer tax benefits and primarily invest in equity schemes. These funds have a mandatory lock-in period of 3 years.

Understanding Bluechip Funds in India

Bluechip funds are mutual funds that allocate their investments in stocks of established companies that have demonstrated consistent financial performance over an extended period.

What is a lock-in period?

The lock-in period refers to the duration during which your investment in a mutual fund is not accessible. While many mutual funds do not have any lock-in period, tax-saving funds like ELSS have the shortest lock-in period of 3 years among other options eligible for tax deduction under Section 80C. The lock-in period starts from the date of investment and may vary for SIPs (Systematic Investment Plans).

Is KYC mandatory for BLACK?

All fund houses require KYC documentation. When investing through BLACK, you only need to complete your KYC process once, which will then be applicable for all future investments.

What is an Auto-SIP Mandate?

A Mandate is a single registration that allows you to authorize your bank account to automatically deduct a specific amount of money from your account on a daily basis for investing in a SIP portfolio. Once you have registered for the Mandate, you no longer need to go through the payment process each time you make an investment in the SIP.

What is the NAV of SBI hybrid fund today?

SBI Focused Equity Fund Regular Growth is a mutual fund scheme offered by SBI Mutual Fund. This fund aims to generate long-term capital appreciation by investing in a focused portfolio of equity and equity-related instruments. The latest Net Asset Value (NAV) for this fund is ₹246.369.

The performance of SBI Focused Equity Fund has been quite impressive, with consistent returns over the years. It has outperformed its benchmark index and delivered attractive returns to investors. The fund manager follows an active investment strategy, carefully selecting stocks that have the potential for growth and value creation.

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One of the key features of this fund is its focus on a concentrated portfolio. Unlike diversified funds that invest in a wide range of stocks, SBI Focused Equity Fund holds a limited number of high conviction stocks. This allows the fund manager to closely monitor and actively manage each holding, potentially maximizing returns.

Is the SBI Focused Equity Fund worth it?

The performance of SBI Focused Equity Fund Regular Growth was relatively similar to the average performance of flexi-cap funds in its category. In order to understand why the fund underperformed in the previous year, we conducted an analysis of its top holdings and their performance from January to December 2022.

What is the top-performing SIP for maximum returns?

Tata AIA Top 200 Fund is a mutual fund scheme that aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments. The fund primarily focuses on large-cap companies, which are known for their stable performance and strong market presence. By investing in such companies, the fund aims to generate consistent returns over the long term.

HDFC Standard Life Discovery Fund is designed for investors seeking long-term capital growth through investments primarily in mid-cap stocks. This mutual fund scheme adopts a bottom-up approach while selecting stocks, focusing on identifying companies with strong fundamentals and growth prospects. By targeting mid-sized companies with significant growth potential, this fund aims to deliver superior returns over time.

ICICI Prudential Opportunity Fund is an open-ended equity-oriented scheme that invests across various sectors based on prevailing market conditions and emerging trends. The objective of this mutual fund is to generate long-term capital appreciation by actively managing its portfolio allocation between different sectors depending on their growth potential.

Edelweiss Tokio Life Equity Mid Cap Fund is an open-ended equity scheme that primarily invests in mid-cap stocks listed on recognized stock exchanges in India. The fund aims to generate long-term capital appreciation by identifying companies with strong growth prospects within the mid-cap segment. By focusing on this specific market segment, it provides investors with exposure to potentially high-growth companies.

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P.S: These mutual fund schemes offer different investment strategies and cater to varying investor preferences. Before investing in any mutual fund scheme, it is essential to carefully consider your financial goals, risk tolerance, and consult with a financial advisor if needed.

Best SIP in India?

ICICI Pru Bluechip Fund is a large-cap equity fund that primarily invests in well-established companies with a proven track record. This fund aims to provide long-term capital appreciation by investing in fundamentally strong stocks across various sectors.

HDFC Flexi Cap Fund is a flexible multi-cap fund that invests across market capitalizations based on the prevailing market conditions. It offers investors exposure to both large-cap and mid/small-cap stocks, providing potential for higher returns while managing risks effectively.

Nippon India Small Cap Fund focuses on investing in small-sized companies with high growth potential. This fund aims to generate long-term capital appreciation by identifying promising small-cap stocks from different sectors of the economy.

In addition to these equity-oriented funds, there are also debt-focused options such as ICICI Prudential Equity & Debt Fund, ICICI Prudential Corporate Bond Fund, and ICICI Prudential Short Term Fund. These funds cater to conservative investors seeking stable income through investments in fixed-income securities like corporate bonds and government securities.

Lastly, LIC MF Gold ETF FoF provides an opportunity for investors looking to diversify their portfolio by gaining exposure to gold without physically owning it. This exchange-traded fund (ETF) invests in units of other gold ETFs listed on recognized stock exchanges.

Overall, these mutual funds offer Indian investors a wide array of choices suited for different investment objectives ranging from capital appreciation to income generation and diversification. It is important for investors to carefully assess their financial goals, risk tolerance, and investment horizon before selecting the most suitable fund(s) for their portfolio.

Is SBI Mutual Fund trustworthy?

Investors considering SBI Focused Equity Fund Regular Growth should carefully assess their risk tolerance and investment goals before making any decisions. Consulting with a financial advisor or conducting thorough research can help individuals determine if this particular fund aligns with their investment objectives and suits their overall portfolio diversification needs.