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

SBI Focused Equity Growth Direct Plan

NAV
₹326.3210
+0.49%
(18 Apr)
AUM
32,190 Cr
TER
0.76%
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
+63.9%
+49.7%
+45.0%
+40.6%
+35.3%
+31.1%
3Y
+25.5%
+27.4%
+24.9%
+30.5%
+18.0%
+16.8%
5Y
NA
NA
+20.6%
+20.0%
+15.7%
+16.4%
ALL
+28.7%
+31.2%
+16.2%
+15.7%
+16.0%
+15.9%
VOL
14.0%
14.4%
15.3%
17.5%
-
13.8%
TER
0.7%
0.4%
0.6%
0.5%
-
0.8%
AUM
₹2,350 Cr
₹1,229 Cr
₹7,583 Cr
₹10,433 Cr
-
₹32,190 Cr
INFO
2.05
2.16
1.06
0.90
-
1.15
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 Mar
Top holdings
ICICI Bank Ltd
7.8%
Alphabet Inc Class A
7.4%
Muthoot Finance Ltd
7.0%
Treps
6.4%
State Bank of India
6.3%
Procter & Gamble Hygiene and Health Care Ltd
5.3%
Solar Industries India Ltd
5.3%
HDFC Bank Ltd
4.9%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.8%
Bajaj Finance Ltd
4.7%
Top industry exposure
Financial Services
38.4%
Communication Services
16.4%
Consumer Cyclical
10.0%
Healthcare
9.5%
Consumer Defensive
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
19%
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
Mohit Jain

FAQs