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 May
Top holdings
HDFC Bank Ltd
8.9%
Treps
7.0%
Solar Industries India Ltd
5.6%
Alphabet Inc Class A
5.5%
Bajaj Finserv Ltd
5.4%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.3%
Kotak Mahindra Bank Ltd
5.0%
EPAM Systems Inc
4.4%
ICICI Bank Ltd
4.3%
Muthoot Finance Ltd
4.2%
Top industry exposure
Financial Services
32.0%
Consumer Cyclical
19.5%
Communication Services
10.8%
Basic Materials
8.6%
Consumer Defensive
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
47%
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.