SBI Focused Equity Fund Direct Growth

Scheme code: INF200K01RJ1 NAV value: ₹ 373.1363 NAV date: 6 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.6137.8523.3827.5
3 year8.0727.6617.1319.35
5 year6.9725.8316.1715.23
7 year10.8321.0616.2314.59
10 year13.6320.1116.9616.01
12 year15.5817.4416.5816.38

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5123.38
3 year 6.2833.3215.7917.13
5 year 3.5426.0213.516.17
7 year 3.3315.6211.7116.23
10 year 3.4917.2210.616.96
12 year 3.0716.1710.8416.58
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0623.38
3 year 9.0858.729.3117.13
5 year 3.674818.0416.17
7 year 3.831.0314.1416.23
10 year 3.828.9312.3916.96
12 year 3.6326.6512.5916.58
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7623.38
3 year 7.6833.3717.0917.13
5 year 2.3527.6313.5116.17
7 year 3.7616.0112.0716.23
10 year 3.5616.9410.9216.96
12 year 3.3116.5411.0116.58
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6823.38
3 year 8.0434.4618.2617.13
5 year 3.3728.6414.2116.17
7 year 3.9716.4212.4116.23
10 year 3.5317.7211.2216.96
12 year 3.116.9711.3116.58
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 23.38% - Median return: 24.54% - Average standard deviation: 3.94

Rolling return for 3 year

- Average return: 17.13% - Median return: 16.73% - Average standard deviation: 1.65

Rolling return for 5 year

- Average return: 16.17% - Median return: 16.66% - Average standard deviation: 0.91

Rolling return for 7 year

- Average return: 16.23% - Median return: 16.19% - Average standard deviation: 0.66

Rolling return for 10 year

- Average return: 16.96% - Median return: 16.85% - Average standard deviation: 0.42

Rolling return for 12 year

- Average return: 16.58% - Median return: 16.7% - Average standard deviation: 0.4

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,03,3841,03,3848.62
3 year36,00,00045,42,0879,42,0878.06
5 year60,00,00091,39,79831,39,7988.78
7 year84,00,0001,48,69,99264,69,9928.50
10 year1,20,00,0002,79,56,1561,59,56,1568.83
12 year1,44,00,0004,10,01,4372,66,01,4379.11

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.98.62
3 year 7.38.06
5 year 7.488.78
7 year 6.398.5
10 year 5.958.83
12 year 6.119.11
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.028.62
3 year 20.648.06
5 year 138.78
7 year 9.488.5
10 year 7.998.83
12 year 8.129.11
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.358.62
3 year 8.228.06
5 year 7.778.78
7 year 6.68.5
10 year 6.238.83
12 year 6.379.11
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.588.62
3 year 8.718.06
5 year 8.228.78
7 year 6.828.5
10 year 6.478.83
12 year 6.69.11

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,03,384 - Absolute Returns: ₹1,03,384 - CAGR: 8.62%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,42,087 - Absolute Returns: ₹9,42,087 - CAGR: 8.06%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,39,798 - Absolute Returns: ₹31,39,798 - CAGR: 8.78%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,48,69,992 - Absolute Returns: ₹64,69,992 - CAGR: 8.5%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,79,56,156 - Absolute Returns: ₹1,59,56,156 - CAGR: 8.83%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,10,01,437 - Absolute Returns: ₹2,66,01,437 - CAGR: 9.11%