78
FocusedStrong Buy
SBI Focused
SBI · Direct–Growth · rank #4 of 28 by Smart Score
Data updated
Trailing returns
1 Year
10.6%
+12.7% vs index
3 Years
14.9%
+5.1% vs index
5 Years
11.6%
+2.1% vs index
Since launch
15.6%
Year-by-year performance
2021
+44.5%+13.9% vs index
2022
-7.6%-11.3% vs index
2023
+23.3%-3.2% vs index
2024
+18.1%+2.5% vs index
2025
+16.6%+9.0% vs index
2026
+4.8%+8.4% vs index
Why this score
SBI Focused scores 78/100 — #4 of 28 Focused fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return14.94% · 83rd percentile in category
Sharpe ratio0.83 · 84th percentile in category
Fund size51247.73 Cr · 98th percentile in category
Sortino ratio0.98 · 88th percentile in category
Volatility13.91 · 77th percentile in category
Expense ratio0.83% · 78th percentile in category
Top holdings
1.Bajaj Finance Ltd8.46%
2.ICICI Bank Ltd7.66%
3.Alphabet Inc Forgn. Eq (GOOGL)6.95%
4.Kotak Mahindra Bank Ltd5.73%
5.State Bank of India5.58%
26 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.