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

SBI Focused Growth Direct Plan

NAV
₹390.2204
+0.53%
(14 Aug)
AUM
37,936 Cr
TER
0.79%
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
+10.4%
+9.2%
+8.7%
+7.3%
+1.2%
-0.8%
3Y
+23.8%
+25.6%
+15.6%
+23.0%
+15.9%
+20.8%
5Y
+28.9%
NA
+20.3%
+25.9%
+19.9%
NA
ALL
+15.9%
+25.8%
+15.8%
+16.4%
+14.7%
+24.5%
VOL
17.0%
15.0%
13.6%
15.1%
-
14.7%
TER
0.6%
0.6%
0.8%
0.6%
-
0.4%
AUM
₹21,456 Cr
₹4,199 Cr
₹37,936 Cr
₹12,380 Cr
-
₹2,137 Cr
INFO
0.94
1.71
1.16
1.09
-
1.67
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 31st Jul
Top holdings
HDFC Bank Ltd
7.4%
Alphabet Inc Class A
6.2%
Treps
5.5%
Bharti Airtel Ltd (Partly Paid Rs.1.25)
5.3%
Bajaj Finserv Ltd
5.1%
State Bank of India
4.9%
Muthoot Finance Ltd
4.8%
Kotak Mahindra Bank Ltd
4.7%
ICICI Bank Ltd
4.3%
Solar Industries India Ltd
4.1%
Top industry exposure
Financial Services
31.3%
Consumer Cyclical
20.9%
Communication Services
11.5%
Basic Materials
10.5%
Consumer Defensive
5.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
42%
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