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

SBI Focused Growth Direct Plan

NAV
₹422.5053
-0.52%
(5 Feb)
AUM
43,173 Cr
TER
0.74%
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
+17.4%
+13.7%
+13.1%
+10.3%
+6.7%
-0.5%
3Y
+24.5%
+19.9%
+23.1%
+21.6%
+16.8%
+24.1%
5Y
+20.9%
+16.1%
+23.3%
+20.6%
+14.2%
+17.4%
ALL
+16.4%
+15.9%
+15.7%
+23.5%
+13.1%
+21.5%
VOL
15.0%
13.5%
16.7%
14.3%
-
14.8%
TER
0.6%
0.7%
0.6%
0.4%
-
0.6%
AUM
₹14,569 Cr
₹43,173 Cr
₹26,537 Cr
₹2,228 Cr
-
₹4,912 Cr
INFO
1.10
1.17
0.94
1.65
-
1.45
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 Dec
Top holdings
Alphabet Inc Class A
8.5%
HDFC Bank Ltd
6.4%
Muthoot Finance Ltd
6.2%
Treps
6.1%
State Bank of India
5.2%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.1%
Bajaj Finserv Ltd
4.7%
Kotak Mahindra Bank Ltd
4.6%
EPAM Systems Inc
4.3%
Bajaj Finance Ltd
4.1%
Top industry exposure
Financial Services
31.2%
Consumer Cyclical
16.7%
Communication Services
13.6%
Utilities
9.4%
Basic Materials
6.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
41%
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