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SBI Focused Equity Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | R Srinivasan

28 Mar 25 | 12:00 AM

326.32 -0.27 (-0.08%)

  • Outperforms

    11.52%

    Return (1Y)

    beaten BSE 500 TRI by 13.31%

  • Less Volatile

    0.79%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -3.72%

  • Consistent

    8/11

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVMar 03Apr 03306.6306.8307.0307.2
JavaScript chart by amCharts 3.20.9SBI Focused Equity Fund (G)

Scheme Trivia

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 3Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 5Y SIP performance in the Equity - Diversified category

  • SBI Focused Equity Fund (G) fund has been the 9th best in the 1Y SIP performance in the Equity - Diversified category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI Focused Equity Fund (G), has beaten BSE 500 TRI by 13.32% (CAGR difference)

11.52%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-3-2-1012345678910111213
JavaScript chart by amCharts 3.20.9SBI Focused Equity Fund (G) BSE 500 TRI

Risk

In last 1 year , the volatility of SBI Focused Equity Fund (G) is Lower than BSE 500 TRI by -3.72%

0.79%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.55.0
JavaScript chart by amCharts 3.20.9SBI Focused Equity Fund (G) BSE 500 TRI

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 11 Months, i.e 72.73% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9SBI Focused Equity Fund (G) BSE 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-50510
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 15 Stocks beating the benchmark 9 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition