Top SIP Funds Online
SBI Focused Equity Fund
How has the SBI Focused Equity Fund performed?
With a 10-year return of 17.82%, the fund has outperformed both the index (12.43%) and the category average (14.31%) by a good margin.
The fund has comfortably beaten the multi-cap category over the past decade.
SBI Focused Equity Fund performance (%)
With a 10-year return of 17.82%, the fund has outperformed both the index (12.43%) and the category average (14.31%) by a good margin.
The fund has comfortably beaten the multi-cap category over the past decade.
SBI Focused Equity Fund performance (%)
The fund has outperformed across time periods.
Yearly performance (%)
The fund has mostly delivered healthy outperformance in recent years.
Yearly performance (%)
The fund has mostly delivered healthy outperformance in recent years.
Where does the SBI Focused Equity Fund invest?
The fund has hiked presence in large-caps in recent years.
Top 5 sectors in portfolio (%)
The fund has hiked presence in large-caps in recent years.
Top 5 sectors in portfolio (%)
The fund is significantly overweight in auto, engineering and metals.
SBI Focused Equity Fund Top 5 stocks in portfolio (%)
The fund takes outsized positions in its top bets.
How risky is it?
SBI Focused Equity Fund Top 5 stocks in portfolio (%)
The fund takes outsized positions in its top bets.
How risky is it?
Should you buy SBI Focused Equity Fund?
This fund has been rechristened as a focused fund, but even in its earlier avatar as SBI Emerging Businesses, it maintained a concentrated portfolio. While the fund remains market-cap neutral, it has hiked its presence in large-caps in recent times. But it retains its mid- and small-cap tilt, where its exposure remains higher relative to many peers. The degree of concentration is also comparatively higher with the fund taking outsized positions in
This fund has been rechristened as a focused fund, but even in its earlier avatar as SBI Emerging Businesses, it maintained a concentrated portfolio. While the fund remains market-cap neutral, it has hiked its presence in large-caps in recent times. But it retains its mid- and small-cap tilt, where its exposure remains higher relative to many peers. The degree of concentration is also comparatively higher with the fund taking outsized positions in
high-conviction bets and several small positions at the tail-end of the portfolio.
It has favoured financials with nearly 40% exposure to this segment. Its performance has been consistent in recent years, delivering healthy alpha relative to peers, making it a worthy bet for those seeking an aggressive, focused strategy.
It has favoured financials with nearly 40% exposure to this segment. Its performance has been consistent in recent years, delivering healthy alpha relative to peers, making it a worthy bet for those seeking an aggressive, focused strategy.
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