3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹33237.15 Cr.

Expense Ratio

0.74% (inclusive of GST)

Exit Load

For exit within 1 year from th date of allotment - 1%. For exit after 1 years from the date of allotment - NIL.


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings


SBI Mutual Fund Managers


R Srinivasan

Fund Manager since Apr 2022

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Focused Equity Fund Direct Plan Growth

SBI Focused Equity Fund Direct Plan Growth is an Equity Mutual Fund Scheme offered by SBI Mutual Fund. The fund adopts a bottom-up stock-picking approach to identify companies with high growth potential, sustainable competitive advantage, and strong management. The portfolio of SBI Focused Equity Fund Direct Plan Growth is actively managed, enabling the fund manager to adapt to market conditions and economic trends. This fund boasts a relatively low expense ratio, ensuring a higher portion of your investment is dedicated to actual investments rather than fees.

Investment Objective of the Scheme

The main objective of SBI Focused Equity Fund Direct Plan Growth is to achieve long-term capital appreciation. It does this by building a concentrated portfolio of up to 30 stocks, covering companies of different sizes and industries. The fund places emphasis on quality and growth while selecting its investments. In simple terms, the fund aims to grow your capital over the long term by carefully selecting a focused group of promising stocks that exhibit quality and growth potential across various market sectors.

Key Features of The Fund

5-year return 17.32%
Expense Ratio 0.74%
Fund Manager R Srinivasan
Fund Size ₹33237.15 Cr
Risk Profile Very High

Is This Scheme Right for Me?

SBI Focused Equity Fund Direct Plan Growth is appropriate for investors comfortable with a higher level of risk, aiming for potentially higher returns through concentrated equity exposure. It presents a viable option for those interested in investing in the Indian stock market as it focuses on a diversified portfolio of large-cap and mid-cap stocks.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Ready to Invest? Start Your SIP Now!

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What is today's NAV of SBI Focused Equity Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Focused Equity Fund May 27 2024 is 345.4152

What is the AUM of SBI Focused Equity Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Focused Equity Fund is 33237.15 crore.

What is the expense ratio of SBI Focused Equity Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Focused Equity Fund is 0.74%

What are the returns of SBI Focused Equity Fund since inception?

The SBI Focused Equity Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.19 since inception.

What is the minimum SIP amount to invest in SBI Focused Equity Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Focused Equity Fund is 500.

How do I invest in SBI Focused Equity Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Focused Equity Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Focused Equity Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Focused Equity Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.