Investment Objective
SBI Focused Equity Fund seeks to provide long term capital growth by investing in a concentrated portfolio of equity and equity related instruments.
Investment Strategies
- SBI Focused Equity Fund invests at least 65% in equity and equity related instruments across market capitalization and the rest in debt and/or money market securities.
- Its investment strategy follows a bottom-up approach for stock-picking without any sector bias.
- The fund seeks high-conviction bets and limits the portfolio to 30 securities.
Who Should Invest
- SBI Focused Equity Fund is suitable for investors seeking long term capital appreciation through an exposure to a highly concentrated portfolio consisting of high conviction investment ideas, without any market capitalisation and sector bias.
- Those having a higher risk appetite may invest in this fund.
Frequently Asked Questions
What is the risk level of SBI Focused Equity Fund?
As per the fund factsheet published by the fund house, SBI Focused Equity Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in SBI Focused Equity Fund?
SBI Focused Equity Fund has no lock-in period for its investors. Thus, the investors of SBI Focused Equity Fund are free to make redemption requests on any day as per their requirements.
What type of mutual fund is the SBI Focused Equity Fund?
SBI Focused Equity Fund is an open-ended equity mutual fund scheme belonging to the focused fund category. The fund can invest up to 30 companies without any market cap bias.
Is SBI Focused Equity Fund an open-ended or close-ended scheme?
The SBI Focused Equity Fund is an open ended equity mutual fund scheme.
What is the benchmark index for SBI Focused Equity Fund?
BSE 500 TRI is the benchmark index of the SBI Focused Equity Fund. The fund also has BSE Sensex TRI as its additional benchmark index.