MF
MFGenie.ai
Focused Fundregulargrowth

SBI FOCUSED FUND - REGULAR PLAN -GROWTH

SBI Mutual Fund

₹365.7500

6.99 (+1.95%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.23%
1 Month-9.68%
3 Months-11.45%
6 Months-4.80%
1 Year+3.21%
3 Years (CAGR)+15.61%
5 Years (CAGR)+12.31%
10 Years (CAGR)+14.08%
Since Inception (Apr 2006)+13.19%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-7.13%
3 Year SIP+6.87%
5 Year SIP+9.32%
Since Inception (Apr 2006)+14.88%

Fund Details

Fund HouseSBI Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹43,311 Cr
Expense Ratio1.53%
Min SIP₹500
Min Lumpsum₹5,000
Launch Date03 Apr 2006
AMFI Code102756

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

SBI FOCUSED FUND - REGULAR PLAN -GROWTH is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

SBI FOCUSED FUND - REGULAR PLAN -GROWTH is a Focused Fund mutual fund offered by SBI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹43,311 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.53%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations