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

SBI Focused Equity Growth Direct Plan

NAV
₹357.6253
-1.55%
(4 Apr)
AUM
32,929 Cr
TER
0.87%
Risk
Very High Risk
Rating
Insights
Most sold fund this month
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
+13.6%
+10.8%
+10.1%
+10.0%
+5.3%
+2.4%
3Y
+22.3%
+19.3%
+12.3%
+19.2%
+18.3%
+11.9%
5Y
+34.4%
NA
+24.1%
+31.6%
NA
+24.9%
ALL
+15.6%
+24.9%
+15.6%
+15.9%
+25.1%
+15.4%
VOL
17.1%
14.9%
13.7%
15.2%
14.7%
-
TER
0.7%
0.6%
0.9%
0.7%
0.4%
-
AUM
₹15,516 Cr
₹6,352 Cr
₹32,929 Cr
₹9,533 Cr
₹1,819 Cr
-
INFO
0.91
1.67
1.14
1.05
1.70
-
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 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.
Fund manager(s)
R. Srinivasan

FAQs