SBI Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Focused Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹51,248 Cr
N/A
1.6
For exit within 30 days from the date of allotment - 0.25 %.For exit after 30 days and within 90 days from the date of allotment - 0.10%For exit after 90 days from the date of allotment - Nil.
BSE 500 Total Return
SBI Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.04 | -1.37 | 2.31 |
| 6M | 6.24 | 2.22 | 25.53 |
| 1Y | 6.65 | 3.46 | 28.06 |
| 3Y | 13.06 | 13.22 | 68.99 |
Portfolio Analysis
- Equity: 82.42%
- Debt: 17.58%
- Others
About Fund SBI Focused Fund Growth
SBI Focused Fund Growth managed by SBI Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹51,248 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.6. Under the expert guidance of R Srinivasan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
R Srinivasan
Mr. Srinivasan holds M.Com & MFM. He is having experience of more than 19 years in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd. was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations viz: Principal PNB AMC; Imperial Investment Advisor; Indosuez W.I. Carr Securities; Inquire Indian Equity Research); Sunidhi Consultancy (Research unit); Capital Market Publishers etc.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HDFC Focused Fund - Growth | 5 | 28,200 CR | 1.69 |
| Motilal Oswal Focused Fund Growth | 1 | 1,827 CR | 2.82 |
| SBI Focused Fund Growth | 5 | 51,247 CR | 1.6 |
| Sundaram Select Focus - Institutional Plan Growth | 0 | 1,353 CR | 2.18 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Focused Fund - Growth | -6.1286 | 43.5479 |
| This FundMotilal Oswal Focused Fund Growth | 22.9802 | 44.2712 |
| This FundSBI Focused Fund Growth | 6.6486 | 44.5077 |
| This FundSundaram Select Focus - Institutional Plan Growth | 28.0537 | 63.0778 |
SBI Focused Fund Growth FAQs
- 1 Month : -5.04%
- 6 Months : 6.24%
- 1 Year : 6.65%
- 3 Years : 13.06%
