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 IDCW Payout (DP)
₹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 Aug
Top holdings
Alphabet Inc Class A
7.3%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
6.3%
Treps
5.7%
Muthoot Finance Ltd
5.5%
Divi's Laboratories Ltd
4.7%
Procter & Gamble Hygiene and Health Care Ltd
4.6%
State Bank of India
4.4%
Bajaj Finance Ltd
4.3%
Solar Industries India Ltd
4.2%
Jubilant Foodworks Ltd
4.2%
Top industry exposure
Financial Services
32.7%
Consumer Cyclical
16.9%
Communication Services
13.7%
Healthcare
9.5%
Consumer Defensive
7.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
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.