SBI Focused Equity Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Focused Equity Growth Direct Plan

NAV
₹364.1755
-0.38%
(17 Jan)
AUM
34,680 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Most sold fund this month
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+30.0%
+21.7%
+21.0%
+17.0%
+16.5%
+15.2%
3Y
+18.1%
+22.3%
+18.2%
+18.2%
+10.2%
+12.3%
5Y
NA
+22.9%
+23.8%
NA
+16.9%
+16.9%
ALL
+27.7%
+15.8%
+16.2%
+26.9%
+16.0%
+16.0%
VOL
14.8%
17.2%
15.2%
14.8%
13.7%
-
TER
0.6%
0.6%
0.6%
0.3%
0.8%
-
AUM
₹3,604 Cr
₹15,642 Cr
₹9,984 Cr
₹1,870 Cr
₹34,680 Cr
-
INFO
1.87
0.92
1.07
1.82
1.16
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Focused Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Alphabet Inc Class A
8.2%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.8%
Muthoot Finance Ltd
5.5%
Treps
5.3%
State Bank of India
5.3%
Divi's Laboratories Ltd
4.7%
Jubilant Foodworks Ltd
4.7%
HDFC Bank Ltd
4.6%
ICICI Bank Ltd
4.4%
Bajaj Finance Ltd
4.1%
Top industry exposure
Financial Services
30.6%
Consumer Cyclical
19.0%
Communication Services
13.9%
Healthcare
8.5%
Basic Materials
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
Fund manager(s)
R. Srinivasan
Pradeep Kesavan

FAQs