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SBI Focused Equity Fund: Long-term wealth creator for investors

Investment objective of scheme is to provide investors with opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities

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The portfolio has been diversified across 20 sectors in the past three years.

CRISIL Research
SBI Focused Equity Fund was launched in September 2004. It has featured in the top 30 percentile of the focused funds category of CRISIL Mutual Funds Ranking (CMFR) for 12 consecutive quarters ended June 30, 2021. The fund has been managed by R Srinivasan since May 2009. Month-end assets under management (AUM) of the fund have increased over six times in the past three years, from Rs 3,019 crore in September 2018 to Rs 19,429 crore in August 2021.
 
The investment objective of the scheme is to provide investors with the opportunity of long-term capital appreciation by investing in

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