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

SBI Focused Growth Direct Plan

NAV
₹426.3135
-0.60%
(9 Jan)
AUM
42,773 Cr
TER
0.75%
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
+17.7%
+16.4%
+12.9%
+8.4%
+5.4%
-2.7%
3Y
+24.3%
+19.4%
+22.4%
+20.7%
+16.3%
+22.7%
5Y
+22.1%
+17.0%
+24.8%
+15.0%
+15.1%
+18.7%
ALL
+16.5%
+16.0%
+15.8%
+14.1%
+13.4%
+22.1%
VOL
15.0%
13.5%
16.7%
16.5%
-
14.8%
TER
0.6%
0.8%
0.6%
0.9%
-
0.6%
AUM
₹14,146 Cr
₹42,773 Cr
₹26,230 Cr
₹2,707 Cr
-
₹4,801 Cr
INFO
1.10
1.19
0.94
0.86
-
1.49
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 30th Nov
Top holdings
Alphabet Inc Class A
8.7%
HDFC Bank Ltd
6.6%
Muthoot Finance Ltd
6.1%
State Bank of India
5.3%
Bajaj Finserv Ltd
4.9%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.8%
Kotak Mahindra Bank Ltd
4.5%
Bajaj Finance Ltd
4.3%
EPAM Systems Inc
4.3%
Adani Power Ltd
3.8%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
16.5%
Communication Services
13.5%
Utilities
9.5%
Basic Materials
9.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
37%
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