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SBI Emerging Businesses Fund - Direct Plan (G) SET SMS ALERT

61.422
0.08 (0.13%)
NAV as on Apr-23-2014

Fund Family SBI Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 5.3 78
3 mth 8.9 95
6 mth 18.5 81
1 year 10.3 95
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.4 - - - -
2013 -13.3 -1.5 -8.2 13.3 -8.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 5.3 8.9 18.5 10.3 -- -- --
Category avg 8.0 16.2 27.7 30.1 9.6 5.3 10.5
Difference of Fund returns and Category returns -2.7 -7.3 -9.2 -19.8 -- -- --
Best of category 16.5 26.5 48.6 47.7 29.0 16.5 30.8
Worst of category 3.0 8.7 14.2 9.4 8.7 2.2 13.8
Benchmark returns # 6.0 8.7 12.3 16.6 12.9 3.8 16.3
Difference of Fund returns and Benchmark returns -0.7 0.2 6.2 -6.3 -- -- --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology, Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses. The investment objective of the Emerging Business 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 by investing in the stocks representing such companies.The fund may also evaluate emerging businesses with growth potential and domestic focus.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 60.57 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Srinivasan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office 191 Maker Towers E, Cuffe Parade, Mumbai, 400005
Tel. No. 91 22 22180221/ 27
Fax No. 91 22 22189663
Email partnerforlife@sbimf.com
Website http://www.sbimf.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.8 22.9 26.5 -- --
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.7 22.6 25.7 12.6 25.3
IDFC Premier Equity - B (G) Not Ranked
42.96 11.7 22.6 25.8 12.7 25.3
HDFC MidCap Opportunities (G) Rank 2
2,729.78 17.6 31.7 34.8 14.4 28.3
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 19.6 28.4 31.2 12.8 29.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 6.71 9.73
Divis Labs Pharmaceuticals 4.55 6.59
Goodyear Automotive 4.38 6.35
3M India Conglomerates 4.19 6.08
P and G Cons NonDurable 4.05 5.87
Page Industries Manufacturing 4.03 5.84
Jindal Steel Metals & Mining 3.69 5.35
Shriram City Banking/Finance 3.43 4.97
Agro Tech Foods Miscellaneous 3.24 4.69
VST Tobacco 3.21 4.66

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 24.15 24.15 15.27
Cons NonDurable 7.24 7.33 5.46
Pharmaceuticals 6.59 9.16 5.38
Automotive 6.35 10.69 4.77
Conglomerates 6.08 6.64 3.34
Manufacturing 5.84 6.84 5.10

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 93.23
Others 2.23
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.55

View All

Concentration

Holdings (%)
Top 5 34.62
Top 10 60.13
Sector (%)
Top 3 37.98

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