SBI Focused Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Focused funds is 71.80% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 14.11% | -0.49% |
| 2 Year Return | 47.00% | 12.96% |
| 3 Year Return | 85.45% | 36.20% |
| 4 Year Return | 135.96% | 55.44% |
| 5 Year Return | 190.76% | 71.80% |
| 6 Year Return | 178.01% | 112.35% |
| 7 Year Return | 260.51% | 136.56% |
| Expense Ratio | 0.55% | - |
Minimum Purchase: ₹5,000
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.
Lock-in: 1
Risk: Moderate Risk
SBI Focused Fund - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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