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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – SBI Emerging Business Fund

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Fund Name: SBI Emerging Business (G)

Ranked #1 by CRISIL

Category: Mid and Small Cap Equity

Expense Ratio: 2.2%

Risk Level: Medium

Benchmark: BSE 500

Objective: To invest in emerging business themes, primarily based on export or outsourcing opportunities and global opportunities of such themes.

Returns (Annualized)

1-Year3-Year5-Year
-7.2%10.95%30.6%

Our Review

sbi emerging business fundSBI MF is a well known brand. SBI emerging business fund has been in the industry for more than 9 years. Its annualized return since inception is an impressive 20.31%. It has outperformed its benchmark S&P BSE 500 by a huge margin in the long term. It has also topped the chart in terms of returns in 2013 in its category i.e. mid and small cap.

Fund manager has done really well in stock picking. He chose a few high P/E (Price/Equity) stocks. If you are looking for some aggression in your portfolio, this fund would be able to give you good aggression along with consistency in returns.

Invest now

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