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SBI MSFU - Emerging Businesses Fund

 This scheme focuses on the theme of emerging businesses. So they invest in companies showing promise based on the growth potential arising out of export/outsourcing opportunities or global competitiveness. It also focuses on emerging domestic themes.

Investment in equities would be well diversified across various emerging sectors with exposure to a particular business restricted to 25% of the total investment portfolio under normal market conditions.

Key Benefit

  • SBI MSFU - EBF focuses on the theme of emerging businesses - businesses showing promise based on the growth potential arising out of export/outsourcing opportunities or global competitiveness.

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Objectives

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.

Asset Allocation


Instrument Normal Allocation (% of Net Assets)  Risk Profile
Equities or equity related instruments including derivatives across diversified sectors* 90%-100% Medium to High
Money market instruments 0%-10% Low

* Investments in equities would be well diversified across various emerging sectors with exposure to a particular business would be restricted to 25% of the total investment portfolio under normal market conditions.

Date of Inception 11/10/2004
Minimum Application Rs. 2000/-
Entry Load NA
Exit Load For exit within 1 year from the date of allotment - 1 %. For exit after 1 year from the date of allotment - Nil.
SIP Rs.500/month - 12 months,
Rs.1000/month - 6months,
Rs.1500/quarter - 12 months
SWP Rs. 500 per month or quarter

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Nav's

PlanNavDate
SBI Magnum Sector Funds Umbrella - Emerging Businesses Fund - Dividend14.6021-May-2012
SBI Magnum Sector Funds Umbrella - Emerging Businesses Fund - Growth45.2621-May-2012

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