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SBI Focused Fund Dir Plan GrITI Focused Fund
| Metric | 77 SBI Focused SBI Buy | 70 ITI Focused ITI Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 12.1%BEST | 8.9% | |
3Y return ↑ higher is better | 16.6% | 19.2%BEST | |
5Y return ↑ higher is better | 13.7%BEST | — | |
Since launch ↑ higher is better | 15.7% | 19.6%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +10.9%BEST | +7.7% | |
3Y vs index fund minus its own index | +4.7% | +7.4%BEST | |
5Y vs index fund minus its own index | +1.4%BEST | — | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.87BEST | 0.83 | |
Sortino ratio ↑ higher is better | 1.18BEST | 1.07 | |
Std deviation ↓ lower is better | 14.05BEST | 16.38 | |
Alpha ↑ higher is better | 4.71BEST | 4.51 | |
Beta ≈1 moves with the market | 0.82 | 0.99 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.00% | 0.89%BEST | |
Fund size ↑ higher is better | ₹47.3k CrBEST | ₹597 Cr | |
Portfolio P/E ↓ lower is better | 24.01BEST | 31.86 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Rama Iyer Srinivasan | Dhimant Shah, Alok Ranjan | |
Benchmark | BSE 500 TRI | Nifty 500 TRI | |
Riskometer | Very High | Very High | |
Start date | 01 Jan 2013 | 19 Jun 2023 | |
Returns
1Y return
12.1%BEST
8.9%
3Y return
16.6%
19.2%BEST
5Y return
13.7%
—
3Y vs index· vs own category index
+4.7%
+7.4%BEST
Risk
Sharpe· ↑ better
0.87BEST
0.83
Sortino· ↑ better
1.18BEST
1.07
Std deviation· ↓ better
14.05BEST
16.38
Alpha· ↑ better
4.71BEST
4.51
Beta· ≈1 market-like
0.82
0.99
Cost & facts
Expense· ↓ better
1.00%
0.89%BEST
P/E· ↓ cheaper
24.0BEST
31.9
AUM
₹47.3k CrBEST
₹597 Cr
VR rating
★★★★★
★★★★★
Morningstar
★★★★★
★★★★★
Start date
01 Jan 2013
19 Jun 2023