SBI Focused Equity Fund Direct Growth

Scheme code: INF200K01RJ1 NAV value: ₹ 357.7902 NAV date: 11 April, 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 year	5.61	37.85	23.38	27.5
3 year	8.07	27.66	17.13	19.35
5 year	6.97	25.83	16.17	15.23
7 year	10.83	21.06	16.23	14.59
10 year	13.63	20.11	16.96	16.01
12 year	15.58	17.44	16.58	16.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	23.38
3 year	6.28	33.32	15.57	17.13
5 year	0.74	26.02	12.91	16.17
7 year	3.33	15.62	11.64	16.23
10 year	3.49	17.22	10.65	16.96
12 year	3.07	16.17	10.8	16.58
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	23.38
3 year	6.56	32.12	15.66	17.13
5 year	1	26.2	12.75	16.17
7 year	3.8	15.42	11.84	16.23
10 year	3.8	18	11.09	16.96
12 year	3.63	16.86	11.19	16.58
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	23.38
3 year	7.68	33.37	17	17.13
5 year	0.71	27.63	13.15	16.17
7 year	3.76	16.01	12.04	16.23
10 year	3.56	16.94	10.94	16.96
12 year	3.31	16.54	10.99	16.58
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	23.38
3 year	8.04	34.46	17.98	17.13
5 year	0.69	28.64	13.53	16.17
7 year	3.97	16.42	12.35	16.23
10 year	3.53	17.72	11.24	16.96
12 year	3.1	16.97	11.25	16.58
15 year	6.68	16.96	11.2

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 year	12,00,000	13,03,384	1,03,384	8.62
3 year	36,00,000	45,42,087	9,42,087	8.06
5 year	60,00,000	91,39,798	31,39,798	8.78
7 year	84,00,000	1,48,69,992	64,69,992	8.50
10 year	1,20,00,000	2,79,56,156	1,59,56,156	8.83
12 year	1,44,00,000	4,10,01,437	2,66,01,437	9.11

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	8.62
3 year	7.35	8.06
5 year	7.28	8.78
7 year	6.36	8.5
10 year	5.93	8.83
12 year	6.09	9.11

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	8.62
3 year	7.51	8.06
5 year	7.25	8.78
7 year	6.38	8.5
10 year	6.15	8.83
12 year	6.3	9.11

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	8.62
3 year	8.25	8.06
5 year	7.64	8.78
7 year	6.58	8.5
10 year	6.21	8.83
12 year	6.36	9.11

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	8.62
3 year	8.74	8.06
5 year	7.97	8.78
7 year	6.78	8.5
10 year	6.43	8.83
12 year	6.57	9.11

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%