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EQUITY•FOCUSED FUND

SBI Focused Fund

3 Year return

18.58%
NAV on December 19, 2025
424.7099
1D Returns
+0.62%
Launched on January 2013(12 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
34.58%₹1,245
Total Value ₹4,845

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹42,773.28 Cr.
Expense Ratio
0.75% (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

ARQ Rating
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 Nov 2017

RS

R Srinivasan

Fund Manager since Nov 2013

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Focused Fund21.7299%
3.5
ICICI Prudential Focused Equity Fund23.9935%
3.5
Mahindra Manulife Focused Fund20.0038%
0

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
17.6575%
Expense Ratio
0.75%
Fund Manager
Mohit Jain
Fund Size
₹42773.28 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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

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 December 19, 2025, is ₹424.7099
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 ₹42773.28 crore.
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 0.75%
The SBI Focused Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,845 in 3Y at 18.5831% returns
SIP Date1st of every month

Your next SIP Payment will be on 19 January 2026

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