RS
R. SrinivasanFund Manager Since 1 May 2009
EquityFocused Fund
SBI Focused Equity Fund Growth
3Y Annualised
13.86%
-0.35% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.18%
-0.35% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 4 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹35253.14 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
For exit within 1 year from the date of allotment – 1 %. For exit after 1 year from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
127th
SBI Focused Equity Fund Growth
2.18%
Fund Managers
About SBI Focused Equity Fund Growth
SBI Focused Equity Fund Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 20 years, having been launched on 2004-10-11. SBI Focused Equity Fund Growth has ₹35253.14 Cr worth of assets under management (AUM) as of Sat May 10 2025. The latest Net Asset Value (NAV) of SBI Focused Equity Fund Growth as of Fri May 02 2025 is ₹331.9314. The fund has an expense ratio of 1.57%, which is medium comparable to most other Equity funds.
SBI Focused Equity Fund Growth returns for the last 1 year are 9.08%. Since launch, it has delivered 18.45% average annual returns.
The SBI Focused Equity Fund Growth has the majority of its money invested in Financial Services, Communication Services, Basic Materials, Healthcare sectors.
Top 5 Holdings of SBI Focused Equity Fund Growth.
- HDFC Bank Ltd: 7.78%
- Kotak Mahindra Bank Ltd: 5.54%
- Bharti Airtel Ltd (Partly Paid Rs.1.25): 5.14%
- Solar Industries India Ltd: 4.47%
- Muthoot Finance Ltd: 4.29%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2004-10-11 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Focused Equity Fund Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
What is the current NAV of SBI Focused Equity Fund Growth?
What are the average returns of SBI Focused Equity Fund Growth?
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What are net assets under management (AUM) of SBI Focused Equity Fund Growth?
What is the PE and PB ratio of SBI Focused Equity Fund Growth?
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What are the top 3 sectors that SBI Focused Equity Fund Growth has invested in?
Who is the manager of SBI Focused Equity Fund Growth?
What is the exit load of SBI Focused Equity Fund Growth?
How to Redeem SBI Focused Equity Fund Growth?
Can I invest in SIP and a Lump Sum of SBI Focused Equity Fund Growth?
