Comprehensive analysis of SBI Focused Fund (G) (2186) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Assets under management
Fund management costs
Risk-adjusted returns
This fund has outperformed its benchmark by 0.92% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.45% |
| Alphabet Inc. | Debt Others | 6.20% |
| TREPS | Debt Others | 5.52% |
| Bharti Airtel Ltd Partly Paidup | Telecomm-Service | 5.31% |
| Bajaj Finserv Ltd | Finance | 5.13% |
| State Bank of India | Banks | 4.88% |
| Muthoot Finance Ltd | Finance | 4.82% |
| Kotak Mahindra Bank Ltd | Banks | 4.69% |
| ICICI Bank Ltd | Banks | 4.30% |
| Solar Industries India Ltd | Aerospace & Defence | 4.12% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹397.05 | 15.40% | 6.49% | 16.25% |
| HDFC Focused Fund - Direct (G) | ₹262.54 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹231.24 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹176.05 | 10.43% | -4.16% | 14.21% |
| Sundaram Focused Fund (G) | ₹158.77 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹156.85 | 12.89% | -1.00% | 16.22% |
| Aditya Birla SL Focused Fund (G) | ₹139.07 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹131.52 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹121.77 | 14.52% | -1.46% | 17.35% |
| Nippon India Focused Fund (G) | ₹119.43 | 15.33% | -2.69% | 13.91% |
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