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 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
Treps
6.6%
Bajaj Finance Ltd
5.4%
Kotak Mahindra Bank Ltd
5.2%
Alphabet Inc Class A
5.0%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.7%
Muthoot Finance Ltd
4.5%
EPAM Systems Inc
4.3%
Lonza Group Ltd ADR
4.0%
ICICI Bank Ltd
4.0%
Top industry exposure
Financial Services
32.0%
Consumer Cyclical
19.2%
Communication Services
9.7%
Healthcare
7.9%
Basic Materials
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
38%
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.