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ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਮੋਹਰੀ ਦੇ ਇੱਕ ਹੈAMCs ਭਾਰਤ ਵਿੱਚ. ਦਇਕੁਇਟੀ ਫੰਡ AMC ਦੁਆਰਾ ਪ੍ਰਦਾਨ ਕੀਤੇ ਗਏ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨਾ ਹੈਨਿਵੇਸ਼ਕਦੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚੇ.
ਐਸਬੀਆਈ ਦੁਆਰਾ ਇਕੁਇਟੀ ਫੰਡਮਿਉਚੁਅਲ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਲਈ ਪ੍ਰਦਾਨ ਕਰਨ ਦਾ ਉਦੇਸ਼ਪੂੰਜੀ ਦੁਆਰਾ ਸ਼ਲਾਘਾਨਿਵੇਸ਼ ਉੱਚ ਵਿਕਾਸ ਕੰਪਨੀਆਂ ਵਿੱਚ. ਇਹ ਫੰਡ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਬਹੁਤ ਢੁਕਵੇਂ ਹਨ ਜੋ ਲੰਬੇ ਸਮੇਂ ਦੇ ਲਾਭਾਂ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨ ਅਤੇ ਆਪਣੇ ਨਿਵੇਸ਼ ਵਿੱਚ ਕੁਝ ਪੱਧਰ ਦਾ ਜੋਖਮ ਰੱਖਣ ਲਈ ਤਿਆਰ ਹਨ।
ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਦੋਵਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈSIP ਅਤੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਇੱਕਮੁਸ਼ਤ ਤਰੀਕੇ। ਇੱਕਮੁਸ਼ਤ ਨਿਵੇਸ਼ ਲਈ ਘੱਟੋ-ਘੱਟ ਰਕਮ INR 5000 ਹੈ, ਜਦੋਂ ਕਿ, ਇੱਕ SIP ਰੂਟ ਲੈ ਕੇ, ਨਿਵੇਸ਼ਕ ਸਿਰਫ਼ INR 500 ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹਨ। ਨਿਵੇਸ਼ਕ SBI ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨ, ਇੱਥੇ AMC ਦੁਆਰਾ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀਆਂ ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਦੀ ਸੂਚੀ ਹੈ।
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ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਜਾਣ ਵਾਲੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਲਾਭ ਹਨ:
a ਟੈਕਸ ਲਾਭ
ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਅਧੀਨ ਟੈਕਸ ਲਾਭਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਸਕਿੰਟ 80C ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ. ਟੈਕਸ ਬਚਤ ਫੰਡ ਦਾ ਨਾਮਐਸਬੀਆਈ ਮੈਗਨਮ ਟੈਕਸ ਗੇਨ ਫੰਡ ਜਿਸ ਵਿੱਚ ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਟੈਕਸ ਬੱਚਤ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਅਤੇ ਨਾਲ ਹੀ ਲੰਬੇ ਸਮੇਂ ਦੀ ਪੂੰਜੀ ਵਾਧੇ ਦਾ ਲਾਭ ਲੈ ਸਕਦੇ ਹਨ।
ਬੀ. ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚੇ
ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਲੰਬੀ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ SBI ਦੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ। ਪਰ, ਇਹਨਾਂ ਟੀਚਿਆਂ ਨੂੰ ਚੰਗੀ ਤਰ੍ਹਾਂ ਪੂਰਾ ਕਰਨ ਲਈ, ਕਿਸੇ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣੀ ਚਾਹੀਦੀ ਹੈ।
c. ਸ਼ਾਨਦਾਰ ਰੇਟਿੰਗਾਂ
ਬਹੁਤ ਸਾਰੀਆਂ SBI ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਦੀ CRISIL ਰੇਟਿੰਗ ਤਿੰਨ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਹੈ।
d. ਇਕਸਾਰ ਰਿਟਰਨ
SBI ਦੀਆਂ ਕਈ ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਨੇ ਸਾਲਾਂ ਦੌਰਾਨ ਲਗਾਤਾਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕੀਤੇ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਇਹਨਾਂ ਇਕਵਿਟੀ ਸਕੀਮਾਂ ਵਿੱਚ ਚੰਗਾ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
ਆਉ ਅਸੀਂ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡਾਂ 'ਤੇ ਇੱਕ ਨਜ਼ਰ ਮਾਰੀਏ ਜਿਨ੍ਹਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਪਿਛਲੀ ਕਾਰਗੁਜ਼ਾਰੀ, ਏਯੂਐਮ, ਮਾਤਰਾਤਮਕ ਵਿਸ਼ਲੇਸ਼ਣ ਜਿਵੇਂ ਕਿ ਖਰਚ ਅਨੁਪਾਤ, ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ।ਅਲਫ਼ਾ,ਬੀਟਾ,ਤਿੱਖਾ ਅਨੁਪਾਤ, ਆਦਿ
ਸਰਬੋਤਮ ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡ
The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on To deliver the benefit of investment in a portfolio of equity shares, while offering
deduction on such investment made in the scheme under section 80C of the
Income-tax Act, 1961. It also seeks to distribute income periodically depending
on distributable surplus. Investments in this scheme would be subject to a
statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits. Research Highlights for SBI Magnum Tax Gain Fund Below is the key information for SBI Magnum Tax Gain Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. Research Highlights for SBI Infrastructure Fund Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for SBI Banking & Financial Services Fund Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Contra Fund Below is the key information for SBI Contra Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sharpe Ratio SBI PSU Fund Growth ₹33.767
↓ -0.19 ₹5,714 11 6.3 6.7 28.2 30.8 23.5 0.09 SBI Healthcare Opportunities Fund Growth ₹434.594
↓ -0.65 ₹4,082 0.7 4.1 3.9 24.2 18.9 42.2 -0.18 SBI Magnum Tax Gain Fund Growth ₹451.639
↑ 0.28 ₹31,783 4.7 4.1 5.1 23.2 23.6 27.7 -0.18 SBI Infrastructure Fund Growth ₹49.9112
↓ -0.08 ₹4,788 4.7 0.9 0.1 21.9 25.8 20.8 -0.41 SBI Banking & Financial Services Fund Growth ₹45.8767
↑ 0.12 ₹9,273 9.4 11 18.4 19.8 18 19.6 0.7 SBI Contra Fund Growth ₹397.189
↓ -0.30 ₹49,218 5.5 4.9 4.8 19.8 27 18.8 -0.21 SBI Focused Equity Fund Growth ₹379.459
↑ 0.29 ₹40,824 8.9 10.3 15.5 17.4 18 17.2 0.47 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Note: Ratio's shown as on 31 Oct 25 Research Highlights & Commentary of 7 Funds showcased
Commentary SBI PSU Fund SBI Healthcare Opportunities Fund SBI Magnum Tax Gain Fund SBI Infrastructure Fund SBI Banking & Financial Services Fund SBI Contra Fund SBI Focused Equity Fund Point 1 Lower mid AUM (₹5,714 Cr). Bottom quartile AUM (₹4,082 Cr). Upper mid AUM (₹31,783 Cr). Bottom quartile AUM (₹4,788 Cr). Lower mid AUM (₹9,273 Cr). Highest AUM (₹49,218 Cr). Upper mid AUM (₹40,824 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (10+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Point 3 Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 30.83% (top quartile). 5Y return: 18.87% (lower mid). 5Y return: 23.57% (lower mid). 5Y return: 25.85% (upper mid). 5Y return: 18.03% (bottom quartile). 5Y return: 27.02% (upper mid). 5Y return: 17.98% (bottom quartile). Point 6 3Y return: 28.23% (top quartile). 3Y return: 24.23% (upper mid). 3Y return: 23.21% (upper mid). 3Y return: 21.89% (lower mid). 3Y return: 19.84% (lower mid). 3Y return: 19.78% (bottom quartile). 3Y return: 17.45% (bottom quartile). Point 7 1Y return: 6.75% (upper mid). 1Y return: 3.89% (bottom quartile). 1Y return: 5.15% (lower mid). 1Y return: 0.11% (bottom quartile). 1Y return: 18.43% (top quartile). 1Y return: 4.84% (lower mid). 1Y return: 15.50% (upper mid). Point 8 Alpha: -0.58 (lower mid). Alpha: -0.29 (upper mid). Alpha: -2.21 (lower mid). Alpha: -11.56 (bottom quartile). Alpha: 0.79 (upper mid). Alpha: -3.76 (bottom quartile). Alpha: 5.61 (top quartile). Point 9 Sharpe: 0.09 (upper mid). Sharpe: -0.18 (lower mid). Sharpe: -0.18 (lower mid). Sharpe: -0.41 (bottom quartile). Sharpe: 0.70 (top quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.47 (upper mid). Point 10 Information ratio: -0.57 (bottom quartile). Information ratio: 0.17 (lower mid). Information ratio: 1.86 (top quartile). Information ratio: -0.12 (bottom quartile). Information ratio: 0.74 (upper mid). Information ratio: 1.17 (upper mid). Information ratio: 0.01 (lower mid). SBI PSU Fund
SBI Healthcare Opportunities Fund
SBI Magnum Tax Gain Fund
SBI Infrastructure Fund
SBI Banking & Financial Services Fund
SBI Contra Fund
SBI Focused Equity Fund
ਇਕੁਇਟੀ 'ਤੇ ਆਧਾਰਿਤ ਫੰਡਸੰਪਤੀ >= 100 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.1. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (27 Nov 25) ₹33.767 ↓ -0.19 (-0.55 %) Net Assets (Cr) ₹5,714 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.09 Information Ratio -0.57 Alpha Ratio -0.58 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.7% 3 Month 11% 6 Month 6.3% 1 Year 6.7% 3 Year 28.2% 5 Year 30.8% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (27 Nov 25) ₹434.594 ↓ -0.65 (-0.15 %) Net Assets (Cr) ₹4,082 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.97 Sharpe Ratio -0.18 Information Ratio 0.17 Alpha Ratio -0.29 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -0.6% 3 Month 0.7% 6 Month 4.1% 1 Year 3.9% 3 Year 24.2% 5 Year 18.9% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 42.2% 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% 2015 27.1% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Data below for SBI Healthcare Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Magnum Tax Gain Fund
SBI Magnum Tax Gain Fund
Growth Launch Date 7 May 07 NAV (27 Nov 25) ₹451.639 ↑ 0.28 (0.06 %) Net Assets (Cr) ₹31,783 on 31 Oct 25 Category Equity - ELSS AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio -0.18 Information Ratio 1.86 Alpha Ratio -2.21 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.3% 3 Month 4.7% 6 Month 4.1% 1 Year 5.1% 3 Year 23.2% 5 Year 23.6% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.7% 2023 40% 2022 6.9% 2021 31% 2020 18.9% 2019 4% 2018 -8.3% 2017 33% 2016 2.1% 2015 3.2% Fund Manager information for SBI Magnum Tax Gain Fund
Name Since Tenure Data below for SBI Magnum Tax Gain Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. SBI Infrastructure Fund
SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (27 Nov 25) ₹49.9112 ↓ -0.08 (-0.15 %) Net Assets (Cr) ₹4,788 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 1.92 Sharpe Ratio -0.41 Information Ratio -0.12 Alpha Ratio -11.56 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.6% 3 Month 4.7% 6 Month 0.9% 1 Year 0.1% 3 Year 21.9% 5 Year 25.8% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.8% 2023 49.7% 2022 9.3% 2021 48.3% 2020 8.2% 2019 10.2% 2018 -18.1% 2017 41.7% 2016 9.3% 2015 2.7% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Data below for SBI Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. SBI Banking & Financial Services Fund
SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (27 Nov 25) ₹45.8767 ↑ 0.12 (0.26 %) Net Assets (Cr) ₹9,273 on 31 Oct 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 1.83 Sharpe Ratio 0.7 Information Ratio 0.74 Alpha Ratio 0.79 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 3.2% 3 Month 9.4% 6 Month 11% 1 Year 18.4% 3 Year 19.8% 5 Year 18% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.6% 2023 18.6% 2022 13.5% 2021 12.1% 2020 4.8% 2019 20.7% 2018 9.5% 2017 40.7% 2016 17% 2015 Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Data below for SBI Banking & Financial Services Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. SBI Contra Fund
SBI Contra Fund
Growth Launch Date 6 May 05 NAV (27 Nov 25) ₹397.189 ↓ -0.30 (-0.08 %) Net Assets (Cr) ₹49,218 on 31 Oct 25 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.53 Sharpe Ratio -0.21 Information Ratio 1.17 Alpha Ratio -3.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.9% 3 Month 5.5% 6 Month 4.9% 1 Year 4.8% 3 Year 19.8% 5 Year 27% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.8% 2023 38.2% 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% Fund Manager information for SBI Contra Fund
Name Since Tenure Data below for SBI Contra Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (27 Nov 25) ₹379.459 ↑ 0.29 (0.08 %) Net Assets (Cr) ₹40,824 on 31 Oct 25 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.47 Information Ratio 0.01 Alpha Ratio 5.61 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 3% 3 Month 8.9% 6 Month 10.3% 1 Year 15.5% 3 Year 17.4% 5 Year 18% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 22.2% 2022 -8.5% 2021 43% 2020 14.5% 2019 16.1% 2018 -3.8% 2017 44.7% 2016 2.2% 2015 4.3% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure Data below for SBI Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Very informative