Mutual Funds
SBI Focused Equity Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™
Not Rated

Morningstar® Category
Category_INCA000059
Total Net Assets (mil)
120,202.16 INR
Morningstar® Benchmark
S&P BSE 500 India TR INR
Used throughout report
Fund Benchmark
S&P BSE 500 India TR INR


RETURNS (%) FUND BENCHMARK
3M18.49 18.87
6M 29.58 38.22
1Y 14.94 16.75
3Y* 9.31 8.50
5Y*13.96 13.06
10Y* 15.87 10.34
*Annualised Return Data Through 18/12/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 -21.9314.274.55 -
2019 6.293.290.08 5.62
2018 -5.220.42 -2.51 3.66
2017 12.96 5.50 5.14 15.50
2016 -3.12 7.93 7.27 -8.86
RISK MEASURES
3Y Alpha 1.31
3Y Beta 0.90
3Y R-Squared 89.09
3Y Info Ratio 0.17
3Y Tracking Error 7.47
3Y Sharpe Ratio 0.31
3Y Std Dev 21.36
3Y Risk -
5Y Risk -
10Y Risk -
Calculations use S&P BSE 500 India TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 21 Dec 2020


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