SBI FOCUSED FUND -GROWTH
SBI Mutual Fund
Q1★★
- NAV
- ₹430.66
- Expense
- —
- AUM
- —
- 1Y
- +13.8%
- 3Y
- +19.9%
- 5Y
- +16.4%
DSP Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.92% | +4.39% | -2.56% | -4.80% | -0.06% | +18.90% | +13.77% | +12.96% |
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-4.59%
₹1.17 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
-0.06%
Rank #5 of 6
Category average (1Y)
+4.05%
Quartile Q4
Beats 17% of focused funds on 1Y return.
Maximum 30 stocks — concentrated portfolio. Higher conviction = higher risk and reward.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Expense ratio: 0.98%
That is ₹980 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
SBI Mutual Fund
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
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