SBI Emerging Business Fund

This is an open-ended equity fund having concentrated on portfolio of stocks mainly in the mid and small cap segment. It identifies companies with domestic growth opportunities that are at nascent stage in terms of growth. The fund invests across fundamentally promising companies in the mid & small cap space which are available at attractive valuations, thus creating interesting opportunities for growth.

SBI MSFU – Emerging Businesses Fund
This is an open-ended equity fund having concentrated on portfolio of stocks mainly in the mid and small cap segment. It identifies companies with domestic growth opportunities that are at nascent stage in terms of growth. The fund invests across fundamentally promising companies in the mid & small cap space which are available at attractive valuations, thus creating interesting opportunities for growth.Who can invest?
This portfolio is ideal for investors who would like to invest for long-term capital appreciation.

Returns of SBI MSFU – Emerging Businesses Fund – Growth Option as on September 28, 2012

Particulars 30 Sept 2011 – 28 Sept 2012
Absolute Returns (%)
30 Sept 2010 – 30 Sept 2011
Absolute Returns (%)
30 Sept 2009 – 29 Sept 2010
Absolute Returns (%)
Since Inception
CAGR Returns (%)
Since Inception
PTP Returns (INR)
SBI Magnum Equity Fund – Growth 22.48 -0.69 49.65 22.99 52750
BSE 500 Index (Scheme Benchmark) 12.85 -20.02 21.85 15.62 32100
BSE Sensex (Additional Benchmark) 14.03 -18.01 17.18 16.34 33739
Past performance may or may not be sustained in future. Returns (in %) other than since inception are absolute, calculated for growth option and in INR are point-to-point (PTP) returns calculated on a standard investment of 10,000/-. It is assumed that dividends declared under the scheme have been invested at the then prevailing NAV. Additional benchmark as prescribed by SEBI for long-term equity schemes is used for comparison purposes. Performance of dividend plan for investor would be net of dividend distribution tax as applicable. Fund Manager: Mr. R Srinivasan – Performance of the other schemes managed by him is given below.