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

SBI Focused Growth Direct Plan

NAV
₹412.3208
+0.47%
(17 Oct)
AUM
38,917 Cr
TER
0.78%
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
+10.8%
+9.6%
+9.2%
+0.8%
+0.7%
+0.2%
3Y
+25.0%
+17.8%
+25.6%
+22.1%
+17.7%
+26.1%
5Y
+31.0%
+21.5%
+27.6%
NA
+20.3%
+25.1%
ALL
+16.1%
+16.0%
+16.6%
+24.6%
+14.7%
+25.0%
VOL
16.9%
13.6%
15.1%
14.5%
-
14.9%
TER
0.6%
0.8%
0.6%
0.4%
-
0.6%
AUM
₹23,533 Cr
₹38,917 Cr
₹12,909 Cr
₹2,127 Cr
-
₹7,280 Cr
INFO
0.95
1.18
1.10
1.70
-
1.68
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 Sep
Top holdings
Alphabet Inc Class A
7.8%
HDFC Bank Ltd
6.8%
Muthoot Finance Ltd
5.5%
State Bank of India
5.2%
Bajaj Finserv Ltd
5.2%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
4.7%
Kotak Mahindra Bank Ltd
4.6%
ICICI Bank Ltd
3.8%
EPAM Systems Inc
3.8%
Solar Industries India Ltd
3.8%
Top industry exposure
Financial Services
31.1%
Consumer Cyclical
20.3%
Communication Services
12.5%
Basic Materials
9.7%
Utilities
5.6%
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