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.