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

SBI Focused Growth Direct Plan

NAV
₹421.0249
-0.64%
(21 Nov)
AUM
40,824 Cr
TER
0.77%
Risk
Very High Risk
Rating
Insights
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
+17.5%
+17.5%
+13.6%
+10.0%
+7.3%
+3.5%
3Y
+18.1%
+24.3%
+22.9%
+20.8%
+16.6%
+24.2%
5Y
+19.0%
+25.8%
+28.3%
+24.5%
+18.3%
+23.2%
ALL
+16.1%
+16.7%
+16.0%
+24.5%
+14.1%
+24.0%
VOL
13.6%
15.0%
16.8%
14.4%
-
14.8%
TER
0.8%
0.6%
0.6%
0.4%
-
0.6%
AUM
₹40,824 Cr
₹13,471 Cr
₹25,140 Cr
₹2,208 Cr
-
₹7,448 Cr
INFO
1.19
1.11
0.95
1.70
-
1.62
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 (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 Oct
Top holdings
Alphabet Inc Class A
7.9%
HDFC Bank Ltd
6.8%
Muthoot Finance Ltd
5.5%
State Bank of India
5.3%
Bajaj Finserv Ltd
5.1%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.0%
Kotak Mahindra Bank Ltd
4.6%
Bajaj Finance Ltd
4.6%
Adani Power Ltd
4.3%
EPAM Systems Inc
3.9%
Top industry exposure
Financial Services
31.8%
Consumer Cyclical
17.8%
Communication Services
12.9%
Utilities
10.2%
Basic Materials
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39%
Lock-in period
-
Exit load
• 0.25% for redemption within 30 days
• 0.1% for redemption between 30 to 90 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

FAQs