- Mutual Funds
- SBI Mutual Fund
- SBI Focused Equity Fund (G)
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scheme Information
The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
Expense Ratio | 1.59 % |
Launched 20Y ago | 2004-10-11 |
AUM in Crores | 35253.1 |
ISIN | INF200K01370 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 11.7 |
Beta | 0.7 |
Sharpe Ratio | 0.4 |
Asset allocation and Holdings
Top Stock Holdings
Alphabet Inc Class A
7.64%Muthoot Finance Ltd.
6.45%Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))
5.74%State Bank of India
5.3%ICICI Bank Ltd.
5.1%
Allocation by Sector
Financial
30.53%Services
11.51%Automobile
9.8%Healthcare
7.85%Consumer Staples
6.58%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
SBI Focused Equity Fund (G) Review
SBI Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 18.4% over 20 years. The fund has grown over a period of 20 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Rama Iyer Srinivasan.
Nav of SBI Focused Equity Fund (G) as of 4/11/2025 is ₹319.37 with the total AUM as of 4/16/2025 is ₹35253.14. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Focused Equity Fund (G) was launched on 2004-10-11. The category risk of the fund is Very High.
The minimum SIP amount for SBI Focused Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 7.51% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Focused Equity Fund (G).