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

SBI Focused Equity Growth Direct Plan

NAV
₹350.4953
-0.50%
(27 Feb)
AUM
34,678 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Most sold fund this month
Net Asset Value (NAV) is below 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
+13.7%
+12.9%
+12.4%
+10.3%
+4.4%
+2.6%
3Y
+20.9%
+25.1%
+12.1%
+20.4%
+20.4%
+13.5%
5Y
NA
+24.2%
+15.6%
+24.1%
NA
+16.0%
ALL
+25.0%
+15.5%
+15.4%
+15.7%
+25.1%
+15.1%
VOL
14.9%
17.1%
13.7%
15.2%
14.7%
-
TER
0.6%
0.7%
0.8%
0.6%
0.4%
-
AUM
₹3,361 Cr
₹15,688 Cr
₹34,678 Cr
₹10,065 Cr
₹1,884 Cr
-
INFO
1.68
0.91
1.13
1.03
1.70
-
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 Jan
Top holdings
Alphabet Inc Class A
7.1%
Treps
5.7%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.2%
State Bank of India
5.1%
Muthoot Finance Ltd
5.0%
Bajaj Finance Ltd
4.8%
HDFC Bank Ltd
4.4%
Kotak Mahindra Bank Ltd
4.3%
ICICI Bank Ltd
4.3%
Divi's Laboratories Ltd
4.2%
Top industry exposure
Financial Services
30.1%
Consumer Cyclical
18.5%
Communication Services
12.3%
Healthcare
8.0%
Basic Materials
7.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
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