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

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹50,041 Cr

Lock In Period

N/A

Expense Ratio

1.64

Exit Load

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.

Benchmark

BSE 500 Total Return

SBI Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.870.847.31
6M6.492.8027.55
1Y15.495.8534.53
3Y16.2215.84105.33

Portfolio Analysis

  • Equity: 82.21%
  • Debt: 17.79%
  • Others
As on: 2026-07-31
View allocation % by

1. Bajaj Finance Ltd.9.20%
2. Muthoot Finance Ltd.4.36%

1. ICICI Bank Ltd.7.74%
2. Kotak Mahindra Bank Ltd.5.46%

1. Adani Power Ltd.4.65%
2. Torrent Power Ltd.1.98%

1. State Bank of India6.16%

1. Bharti Airtel Ltd.5.52%

1. Adani Energy Solutions Ltd.4.93%

1. Solar Industries India Ltd.4.04%

1. Adani Enterprises Ltd.2.95%

1. Sona Blw Precision Forgings Ltd.2.92%

1. Divi's Laboratories Ltd.2.53%

1. Bajaj Finserv Ltd.2.35%

1. DLF Ltd.2.28%

1. Eicher Motors Ltd.2.19%

1. Jubilant Foodworks Ltd.2.19%

1. Meesho Ltd.2.11%

1. Lenskart Solutions Ltd.1.99%

1. Thermax Ltd.1.98%

1. Hatsun Agro Product Ltd.1.63%

1. Procter & Gamble Hygiene and Health Care Ltd.1.55%

1. Vishal Mega Mart Ltd.1.50%
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About Fund SBI Focused Fund Growth

SBI Focused Fund Growth managed by SBI Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹50,041 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.64. 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 NameRatingsAUMExpense Ratio
Kotak Focused Fund Growth44,457 CR2.03
HDFC Focused Fund - Growth527,924 CR1.66
SBI Focused Fund Growth550,040 CR1.64
ITI Focused Fund Growth0612 CR2.59
Invesco India Focused Fund Growth46,065 CR1.97
Fund Name1Y3Y
This FundKotak Focused Fund Growth11.059954.551
This FundHDFC Focused Fund - Growth3.184556.4912
This FundSBI Focused Fund Growth15.492856.9963
This FundITI Focused Fund Growth11.390267.1087
This FundInvesco India Focused Fund Growth4.647980.3398

SBI Focused Fund Growth FAQs

SBI Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Focused Fund Growth is 1.64. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 1.87%
  • 6 Months : 6.49%
  • 1 Year : 15.49%
  • 3 Years : 16.22%
Returns of SBI Focused Fund Growth are updated daily based on NAV of ₹ 401.1869 as on Aug 17,2026. Since inception, the return has been 57.00%.

You can invest in SBI Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Focused Fund Growth is ₹50,041 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.