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Focused Fundregulargrowth📊 BSE 500 TRI

SBI FOCUSED FUND - REGULAR PLAN -GROWTH

SBI Mutual Fund

#1 of 28 (1Y)

₹386.3187

4.24 (-1.09%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹386.3187

4.24 (-1.09%)

31 May 2026

AMFI: 102756

Direct · Growth

₹₹436.6433

4.76 (-1.08%)

31 May 2026

AMFI: 119727

Regular · IDCW

₹₹70.6611

0.78 (-1.09%)

31 May 2026

AMFI: 102765

Direct · IDCW

₹₹106.4057

1.16 (-1.08%)

31 May 2026

AMFI: 119834

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.11%
1 Month+0.12%
3 Months+2.54%
6 Months+1.39%
1 Year+12.03%
3 Years (CAGR)+17.38%
5 Years (CAGR)+14.15%
10 Years (CAGR)+15.05%
Since Inception (Aug 2004)+18.31%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+11.35%
3 Year SIP+13.48%
5 Year SIP+13.55%
Since Inception (Aug 2004)+15.94%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,30,000

Invested

₹9,65,209

Value today

15.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹1,93,159

Value today

18.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,00,000

Withdrawn

₹2,89,79,777

Corpus left

+₹2,92,79,777 net gain — withdrew ₹13,00,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,75,36,608

Value today

-24.3%

vs lumpsum

Direct lumpsum would have beaten STP by 24.3% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹9,65,209

Benchmark

₹6,52,323

+₹3,12,886 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,53,764

Value today

3.5×

Multiple

Staying invested through that crash turned ₹1L into ₹3,53,764 — a 3.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,41,972

Regular plan

₹1,33,988

Direct earns ₹7,984 more on a ₹60K investment1.33% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseSBI Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹42,653 Cr
Expense Ratio1.53%
Min SIP₹500
Min Lumpsum₹5,000
BenchmarkBSE 500 TRI ✓
Launch Date23 Aug 2004
AMFI Code102756

Risk Metrics

Trailing 1 year, annualised

0.29

Sharpe Ratio

+0.10

Alpha

0.37

Beta

0.28

Sortino

12.79%

Std Dev

-13.02%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity44 holdings · 15249.0%
Security% NAV

State Bank of India

INE062A01020

696.00%

State Bank of India

INE062A01020

688.00%

ICICI Bank Ltd.

INE090A01021

659.00%

Adani Power Ltd.

INE814H01029

594.00%

Bharti Airtel Ltd.

INE397D01024

583.00%

Muthoot Finance Ltd.

INE414G01012

557.00%

Muthoot Finance Ltd.

INE414G01012

521.00%

Bajaj Finance Ltd.

INE296A01032

518.00%

Kotak Mahindra Bank Ltd.

INE237A01036

499.00%

Bharti Airtel Ltd.

INE397D01024

488.00%

Bajaj Finance Ltd.

INE296A01032

484.00%

HDFC Bank Ltd.

INE040A01034

460.00%

Adani Power Ltd.

INE814H01029

454.00%

Adani Energy Solutions Ltd.

INE931S01010

442.00%

Bajaj Finserv Ltd.

INE918I01026

411.00%

Kotak Mahindra Bank Ltd.

INE237A01036

400.00%

Bajaj Finserv Ltd.

INE918I01026

379.00%

Solar Industries India Ltd.

INE343H01029

372.00%

Adani Energy Solutions Ltd.

INE931S01010

357.00%

Solar Industries India Ltd.

INE343H01029

334.00%

Asian Paints Ltd.

INE021A01026

289.00%

Eicher Motors Ltd.

INE066A01021

282.00%

Divi's Laboratories Ltd.

INE361B01024

265.00%

Torrent Power Ltd.

INE813H01021

264.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

251.00%

Meesho Ltd.

INE0VDM01015

243.00%

Torrent Power Ltd.

INE813H01021

230.00%

Jubilant Foodworks Ltd.

INE797F01020

229.00%

Sona Blw Precision Forgings Ltd.

INE073K01018

228.00%

Lenskart Solutions Ltd.

INE956O01016

223.00%

Divi's Laboratories Ltd.

INE361B01024

222.00%

Jubilant Foodworks Ltd.

INE797F01020

218.00%

Eicher Motors Ltd.

INE066A01021

216.00%

Hatsun Agro Product Ltd.

INE473B01035

214.00%

Procter & Gamble Hygiene and Health Care Ltd.

INE179A01014

211.00%

Samvardhana Motherson International Ltd.

INE775A01035

210.00%

Thermax Ltd.

INE152A01029

204.00%

Meesho Ltd.

INE0VDM01015

204.00%

Lenskart Solutions Ltd.

INE956O01016

199.00%

Procter & Gamble Hygiene and Health Care Ltd.

INE179A01014

198.00%

Hatsun Agro Product Ltd.

INE473B01035

193.00%

Thermax Ltd.

INE152A01029

189.00%

Vishal Mega Mart Ltd.

INE01EA01019

186.00%

Vishal Mega Mart Ltd.

INE01EA01019

185.00%
Debt6 holdings · 4478.0%
Security% NAV

Alphabet Inc.

US02079K3059

1114.00%

TREPS

972.00%

Alphabet Inc.

US02079K3059

959.00%

TREPS

769.00%

Epam Systems Inc

US29414B1044

374.00%

Epam Systems Inc

US29414B1044

290.00%

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 21 years. It manages assets worth ₹42,653 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. 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