SBI Mutual FundMulti CapVery High Risk

SBI Focused Fund - Direct Plan - Growth

Current NAV₹432.21as of 30/5/2026

AUM4.60 Lac Cr

AUM

4.60 Lac Cr

Expense Ratio

1.47%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 13.25 | Sharpe Ratio: 0.88

Fund Manager & Key Metrics

Fund ManagerPradeep Kesavan; Rama Iyer Srinivasan(17.0 years yrs)

Volatility13.25

Sharpe Ratio0.88

Portfolio Turnover45%

BenchmarkNifty 500 Multicap 50:25:25 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 76.29% | Forgn. Eq: 14.88% | Debenture: 0.74% | T-Bills: 0.16%

Investment Objective

Aims to provide capital appreciation by investing in Multi Cap securities

Top Holdings

As of 25-May-2026

1. Alphabet Inc Class A11.14%

2. State Bank of India6.96%

3. ICICI Bank Ltd.6.59%

4. Adani Power Ltd.5.94%

5. Muthoot Finance Ltd.5.21%

6. Bajaj Finance Ltd.5.18%

7. Kotak Mahindra Bank Ltd.4.99%

8. Bharti Airtel Ltd.4.88%

9. Adani Energy Solutions Ltd.4.42%

10. Bajaj Finserv Ltd.3.79%

Overview

SBI Focused Fund - Direct Plan - Growth investment objective and strategy

SBI Focused Fund - Direct Plan - Growth ek Multi Cap fund hai, jiska objective hai long-term capital growth achieve karna. Is fund ka investment style focused hai, jisme top-performing stocks par dhyan diya jata hai. Ye fund un investors ke liye suitable hai jo high risk tolerance rakhte hain aur long-term wealth creation ka plan bana rahe hain. Kya aap long-term investing ki taraf soch rahe hain? Chaliye, is fund ki strategy ko detail mein samajhte hain.

Performance & Analysis

SBI Focused Fund - Direct Plan - Growth historical performance and returns

SBI Focused Fund - Direct Plan - Growth ne past kuch saalon mein achha performance diya hai. Iske 1 saal ke returns 12.11% hain, jo ki benchmark Nifty 500 Multicap 50:25:25 TRI se kuch zyada hain. Agar hum 3 saalon ka performance dekhein, to ye fund 18.13% return generate kar raha hai, jabki 5 saalon ka return 15.02% hai. Iska matlab ye hai ki fund ne consistently achha perform kiya hai, jo investors ke liye reassuring hai. Fund manager Pradeep Kesavan aur Rama Iyer Srinivasan ki experience kaafi impactful raha hai. Dono ki tenure 17 saal se zyada hai, jo fund ki stability ko darshata hai. Lekin yahan ek baat dhyan rakhni chahiye ki is fund ki volatility high hai. Isliye, agar aap risk se bachna chahte hain, to aapko achhe se sochna padega. Kya aapne dekha? Fund ka performance benchmark se behter hai, jo ki koi choti baat nahi hai!

SBI Focused Fund - Direct Plan - Growth portfolio breakdown for investors

Is fund ki portfolio ki baat karein to, top 5 holdings mein Alphabet Inc Class A (11.14%), State Bank of India (6.96%), ICICI Bank Ltd. (6.59%), Adani Power Ltd. (5.94%), aur Muthoot Finance Ltd. (5.21%) shamil hain. Ye holdings fund ki growth strategy ko support karti hain. Sector allocation ki agar baat karein, to ye fund technology, banking, aur finance sectors par focus karta hai, jo ki current market trends se align karta hai. Yeh strategy long-term growth prospects ko enhance kar sakti hai. Investors ko ye dekhna hoga ki kya aapka investment horizon in sectors se match karta hai. Bilkul, portfolio diversification bhi important hai!

SBI Focused Fund - Direct Plan - Growth riskometer and downside risk

Is fund ka riskometer "Very High" hai, jo indicate karta hai ki is fund mein investment karna risky ho sakta hai. Market volatility se fund ke returns pe impact pad sakta hai. Agar aapka risk profile low hai, to shayad ye fund aapke liye suitable nahi hoga. Iske alawa, agar Sharpe ratio ki baat karein, to data not available hai, lekin historically high volatility aur risk ko dhyan mein rakhte hue, investors ko apne risk appetite ko evaluate karna chahiye. Yaad rahe, long-term investing ke liye patience zaroori hai!

Who Should Invest?

SBI Focused Fund - Direct Plan - Growth future outlook for long term investors

Aane wale samay mein, SBI Focused Fund - Direct Plan - Growth ke liye kuch positive trends ban rahe hain. Financial markets mein recovery hone ki sambhavana hai, jo fund ki performance ko boost kar sakti hai. Fund ka sector exposure, jaise ki technology aur finance, future growth ke liye favorable hai. Historically, aise funds ne market ke recovery phases mein achha perform kiya hai. Lekin, exact return predictions dena mushkil hai. Investors ko samajhna hoga ki market dynamics kabhi kabhi unpredictable hote hain. Updated in May 2026, ye fund long-term investors ke liye ek promising option ban sakta hai.

Pros & Cons

Pros:

Consistent historical performance compared to benchmark
Strong fund management team with extensive experience
Diversified portfolio across high-growth sectors
Suitable for aggressive long-term investors seeking capital growth

Cons:

High volatility may not suit conservative investors
Expense ratio of 1.47% is relatively high
Riskometer indicates a very high risk profile

Frequently Asked Questions

SBI Focused Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

SBI Focused Fund - Direct Plan - Growth kya hai?

SBI Focused Fund - Direct Plan - Growth ek multi-cap mutual fund hai jo long-term capital appreciation par focus karta hai. Ye fund high-growth stocks mein invest karta hai.

Kya mujhe SIP karna chahiye is fund mein?

Agar aap long-term investing aur market volatility ko samajhte hain, to aap SIP ke through is fund mein invest kar sakte hain. SIP se aap regular investments karke cost averaging ka faida le sakte hain.

Is fund par tax ka kya impact hai?

Is fund se hone wale long-term capital gains par 20% tax lagta hai, agar aapne 1 saal se zyada invest kiya hai. Short-term gains par aapke income tax slab ke hisaab se tax lagega.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 Multicap 50:25:25 TRI) (%)
1 Year	12.11%	—
3 Years	18.13%	—
5 Years	15.02%	—
Since Launch	15.63%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 18.1%

Invested: ₹956k

Gains: ₹64912k

Total Invested

₹956245.48

Total Returns

+ ₹64911603.97

Maturity Value

₹65867849.45

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 18.1% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.