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

SBI Focused Growth Direct Plan

NAV
₹394.6582
+0.04%
(20 Mar)
AUM
43,311 Cr
TER
0.73%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+10.0%
+6.3%
+4.7%
+3.4%
+0.9%
-7.7%
3Y
+18.3%
+21.6%
+19.6%
+20.0%
+14.8%
+21.1%
5Y
+14.5%
+18.2%
+18.3%
+20.9%
+12.2%
+15.4%
ALL
+15.1%
+15.2%
+21.2%
+14.7%
+11.6%
+18.7%
VOL
13.5%
15.0%
14.4%
16.7%
-
14.9%
TER
0.7%
0.6%
0.6%
0.6%
-
0.6%
AUM
₹43,311 Cr
₹15,145 Cr
₹2,238 Cr
₹27,136 Cr
-
₹4,917 Cr
INFO
1.12
1.01
1.47
0.88
-
1.25
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 28th Feb
Top holdings
Treps
11.4%
Alphabet Inc Class A
9.2%
State Bank of India
6.4%
HDFC Bank Ltd
5.7%
Muthoot Finance Ltd
5.4%
Bajaj Finserv Ltd
4.6%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.4%
Kotak Mahindra Bank Ltd
4.3%
Bajaj Finance Ltd
4.1%
Adani Power Ltd
3.7%
Top industry exposure
Financial Services
30.6%
Consumer Cyclical
14.0%
Communication Services
13.6%
Utilities
9.8%
Basic Materials
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
33%
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