SBI Focused Equity Fund-Reg(G)

236.82 0.52 (0.22%) NAV as on 25-Jan-22
Fund Family:SBI Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.299.9733.8022.5118.9920.07
Category Avg-2.978.2827.0619.0518.9917.86
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-5.109.2219.6717.1115.86-
NIFTY-4.688.9721.3417.0314.97-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202112.3913.135.676.42
202014.274.5522.82-21.93
20193.290.085.626.29
20180.42-2.513.66-5.22
20175.505.1415.5012.96

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202142.9812831.63
202014.54172918.41
201916.065268.98
2018-3.81623-1.81
201744.7332137.6

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)30.0830-Oct-1430.3528.1819.1716.42
SBI Focused Equity Fund-Reg(G)236.8212-Oct-0433.822.5118.9920.07
Sundaram Focused Fund(G)108.8517-Nov-0529.8521.7516.7215.86
Nippon India Focused Equity Fund(G)77.7026-Dec-0635.4921.4215.3314.55
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.6240
Semi Standard Deviation [%]0.6121
Beta [%]0.6495
Sharp Ratio [%]0.6449
R-Square [%]0.8023
Expense Ratio [%]1.9200
AVG Ratio [%]0.0688
Other Ratios
Jenson Ratio [%]0.0687
Treynor Ratio [%]0.1636
Turnover Ratio [%]0.4400
FAMA Ratio [%]0.0784
SORTINO Ratio [%]0.0945

Return Calculator

MARKET STATS As on 25/01/2022 As on 25/01/2022

17277.95 (0.75) 57858.15 (0.64)

TOP GAINERS

Company Price Change Gain (%)
Salona Cotspin327.0054.5020.00
Sharda Cropchem525.3587.5520.00

TOP LOSERS

Company Price Change Loss (%)
Lux Industries2813.70-703.40-20.00
13.85-3.45-19.94

Portfolio Comparison

MUTUAL FUND ACTIVITY