SBI FOCUSED FUND - REGULAR PLAN -GROWTH

(Erstwhile SBI Focused Equity Fund - Regular Plan -Growth)
Fund House: SBI Mutual Fund
Category: Equity: Focused
Launch Date: 01-10-2004
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 1.56% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 38,916.82 Cr As on 30-09-2025(Source:AMFI)
Turn over: 16% | Exit Load: \r\n\tFor exit within 1 year from the date of allotment - 1%;\r\n\r\n\tFor exit after 1 year from the date of allotment - Nil.\r\n

366.5415

18.68%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 10 Months
3 Years 0 Months
3 Years 3 Months
11 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in a concentrated portfolio of equity and equity related securities

Current Asset Allocation (%)

Indicators

Standard Deviation 10.53
Sharpe Ratio 0.86
Alpha 1.7
Beta 0.7
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 8.75 17.17 16.77 20.3 14.71
HDFC Focused Fund - GROWTH PLAN 05-09-2004 9.71 24.03 23.5 29.4 14.71
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 7.92 25.22 24.13 26.02 15.49
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 6.22 19.78 17.71 20.02 -
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 5.51 20.7 18.77 - -
Axis Focused Fund - Regular Plan - Growth Option 02-05-2012 3.09 15.41 12.03 13.52 12.33
ITI Focused Fund - Regular Plan - Growth 19-06-2023 2.58 20.98 - - -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 2.29 17.71 17.19 18.96 12.75
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 1.87 13.04 13.76 17.39 -
Nippon India Focused Fund -Growth Plan -Growth Option 26-12-2006 1.75 14.45 15.18 22.53 13.72

Scheme Characteristics

A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.12%

Others

15.21%

Large Cap

55.01%

Mid Cap

22.66%

Feedback
Notification