EQUITY•FOCUSED FUND
SBI Focused Fund
3 Year return
16.54%
NAV on August 11, 2026
454.5575
1D Returns
+1.86%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
30.11%₹1,084
Total Value ₹4,684
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹47,274.19 Cr.
Expense Ratio
0.84% (inclusive of GST)
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
Ratings
3.5
Ratings by other agencies
Value Research
4
Crisil
3
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
MJ
Mohit Jain
Fund Manager since May 2025
RS
R Srinivasan
Fund Manager since Sep 2020
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
273
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Focused Fund | 17.6355% | 3.5 |
| ICICI Prudential Focused Equity Fund | 18.7671% | 3.5 |
| Invesco India Focused Fund | 23.3366% | 0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
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
13.811%
Expense Ratio
0.84%
Fund Manager
Mohit Jain
Fund Size
₹47274.19 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 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| 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!
Craft your ideal SIP plan effortlessly with our intuitive SIP return calculator, streamlining the process of initiating your SIP account. Enjoy a seamless account opening experience and embark on your investment journey with ease and assurance. With our support, you can navigate the complexities of investing with confidence, knowing that your financial goals are within reach.
FAQs
What is today's NAV of SBI Focused 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 Fund on August 11, 2026, is ₹454.5575
What is the AUM of SBI Focused 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 Fund, is ₹47274.19 crore.
What is the expense ratio of SBI Focused 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 Fund is 0.84%
What are the returns of SBI Focused Fund since inception?
The SBI Focused Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Focused 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 Fund is ₹500.
How do I invest in SBI Focused Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Focused Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Focused Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Focused Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,684 in 3Y at 16.539% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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