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

SBI Focused Growth Direct Plan

NAV
₹431.8591
+0.27%
(22 Dec)
AUM
42,773 Cr
TER
0.77%
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
+17.2%
+14.6%
+10.2%
+9.1%
+5.3%
-6.8%
3Y
+19.7%
+24.0%
+21.7%
+20.9%
+16.8%
+22.4%
5Y
+18.6%
+23.6%
+25.7%
+23.6%
+17.2%
+20.4%
ALL
+16.2%
+16.6%
+15.8%
+24.1%
+13.7%
+22.6%
VOL
13.5%
15.0%
16.8%
14.3%
-
14.8%
TER
0.8%
0.6%
0.6%
0.4%
-
0.6%
AUM
₹42,773 Cr
₹14,146 Cr
₹26,230 Cr
₹2,232 Cr
-
₹4,801 Cr
INFO
1.20
1.11
0.94
1.68
-
1.53
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
39%
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