-
+91 82200 83300 +91 95000 75461
Please feel free to contact our friendly reception staff with any general enquiry.
Read More - Mobile: +91 82200 83300 | +91 95000 75461
- Email : Invest@wealthjournee.com
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 6: How do you react to the idea of investments?
Verify Email Address
SBI FOCUSED FUND - REGULAR PLAN -GROWTH
Invest Now
Fund Manager: Mr. R Srinivasan, Mr. Pradeep Kesavan, |
Equity: Focused |
BSE 500 TRI
NAV as on 24-09-2025
AUM as on 29-08-2025
Rtn ( Since Inception )
18.63%
Inception Date
Oct 01, 2004
Expense Ratio
1.57%
Fund Status
Open Ended Scheme
Min. Investment
5,000
Min. Topup
1,000
Min. SIP Amount
500
Risk Status
very high
Investment Objective : The investment objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in a concentrated portfolio of equity and equity related securities
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 3.1 | 9.56 | 3.89 | 15.46 | 21.22 | 14.9 |
| NIFTY 500 TRI | -0.76 | 8.13 | -4.58 | 16.25 | 21.5 | 14.6 |
| Equity: Focused | -0.33 | 8.1 | -4.96 | 16.03 | 20.3 | 13.76 |
| Rank within Category | 1 | 9 | 1 | 16 | 7 | 4 |
| Number of Funds within Category | 28 | 28 | 28 | 26 | 20 | 14 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 37,767.31 | 1.57 | 3.89 | 15.46 | 21.22 | 14.9 |
| HDFC Focused Fund - GROWTH PLAN | 22,370.08 | 1.62 | 2.92 | 22.72 | 29.4 | 15.01 |
| ICICI Prudential Focused Equity Fund - Growth | 12,548.96 | 1.71 | 0.78 | 23.14 | 25.38 | 15.74 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 2,717.69 | 1.94 | -1.37 | 17.6 | 0.0 | 0.0 |
| Union Focused Fund - Regular Plan - Growth Option | 415.99 | 2.49 | -1.44 | 13.29 | 18.58 | 0.0 |
| ITI Focused Fund - Regular Plan - Growth | 520.99 | 2.31 | -1.48 | 0.0 | 0.0 | 0.0 |
| Kotak Focused Fund- Regular plan - Growth Option | 3,636.3 | 1.89 | -2.25 | 15.92 | 20.39 | 0.0 |
| Mirae Asset Focused Fund Regular Plan Growth | 7,852.35 | 1.77 | -2.8 | 12.1 | 17.21 | 0.0 |
| Bandhan Focused Fund - Regular Plan - Growth | 1,919.09 | 2.08 | -3.17 | 17.8 | 17.36 | 12.94 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 8,421.17 | 1.84 | -3.46 | 14.53 | 22.57 | 14.04 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 4.33 | 2.22 | 44.73 | -3.81 | 16.06 | 14.54 | 42.98 | -8.49 | 22.23 | 9.2 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Focused | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.