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EQUITY•FOCUSED FUND

SBI Focused Fund Direct Plan IDCW Reinvestment

3 Year return

18.27%
NAV on December 12, 2025
103.801
1D Returns
+0.33%
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
33.89%₹1,220
Total Value ₹4,820

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 Jan 2012

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 Fund21.641%
3.5
ICICI Prudential Focused Equity Fund23.4512%
3.5
Mahindra Manulife Focused Fund19.6393%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Focused Equity Fund Direct Plan IDCW Reinvestment

The SBI Focused Equity Fund Direct Plan IDCW Reinvestment is a focused equity mutual fund managed by SBI Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund. A focused equity fund is a type of mutual fund that invests in a small number of stocks. This gives the fund manager more control over the portfolio and the potential to generate higher returns. The SBI Focused Equity Fund Direct Plan IDCW Reinvestment invests in a diversified portfolio of 25-35 stocks. The fund's top holdings include stocks such as Infosys, HDFC Bank, and TCS. The fund aims to generate long-term capital appreciation for investors.

Investment Objectives of the Scheme

The investment objective of the SBI Focused Equity Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation for investors by investing in a diversified portfolio of 25-35 stocks. The fund will invest at least 80% of its assets in equity and equity-related instruments. The fund may also invest in other asset classes, such as debt securities and money market instruments, but these investments will be limited to 20% of the fund's assets.

Key Features of The Fund

5-year return
18.1767%
Expense Ratio
0.75%
Fund Manager
Mohit Jain
Fund Size
₹42773.28 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The SBI Focused Equity Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for a concentrated investment that has the potential to generate higher returns. The fund is also a good option for investors who are comfortable with the volatility of equity markets. However, the fund is not suitable for investors who need regular income or who are not comfortable with the risk of losing some or all of their investment. Here are some of the factors to consider before investing in this scheme: Your risk appetite: This scheme is a high-risk investment, so you should only invest if you are comfortable with the possibility of losing some or all of your investment. Your investment horizon: This scheme is a long-term investment, so you should only invest if you are planning to hold the units for at least 3-5 years. Your investment goals: This scheme is a good option if you are looking for long-term capital appreciation. However, if you need regular income, you should consider investing in a different scheme. Here are some additional things to keep in mind about the SBI Focused Equity Fund Direct Plan IDCW Reinvestment: The fund has a relatively low expense ratio of 0.65%. The fund has been around since 2013 and has a good track record of performance. The fund's top holdings include stocks such as Infosys, HDFC Bank, and TCS.

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.

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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 null on December 12, 2025, is ₹103.801
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 null, 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 null is 0.75%
The null 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 null is ₹undefined.
  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

₹
₹4,820 in 3Y at 18.265% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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