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SBI Focused Fund - Investment Objective, Fund Managers & Latest Performance | Allvest

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Discover SBI Focused Fund's investment strategy, experienced fund management team, latest returns, and key features. Get insights on whether to invest in this concentrated equity portfolio fund.

Investment Objective and Approach

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities. This approach aims to deliver higher returns by concentrating capital. The fund manager at SBI follows a bottom-up approach while picking stocks to construct the focused fund's portfolio.

Key investment characteristics:

- This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager.

- A focused mutual fund is an open-ended equity mutual fund that invests in a limited number of stocks. These funds can invest in a maximum of 30 stocks.

- This method includes analysing stocks on an individual basis rather than looking at macroeconomic trends.

The fund employs several risk management strategies:

- Diversifying across sectors and themes to reduce exposure to market risks

- Selects stocks with high trading volumes to ensure high liquidity

- Invests in fundamentally strong, low-debt companies to reduce credit risk

Fund Managers

Rama Iyer Srinivasan - Chief Investment Officer (Equity)

Mr R. Srinivasan is the CIO-Equity and manages about fourteen funds at SBI Mutual Fund. He joined SBI Funds Management as a Senior Fund Manager in May 2009. He carries more than 25 years of experience in equities, having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others.

Qualifications and experience:

- Mr. Srinivasan is a postgraduate in Commerce and holds an MFM degree from the University of Mumbai.

- He manages an AUM of INR 1,14,343 crores.

- Rama Iyer Srinivasan is the Current Fund Manager of SBI Focused Equity Fund Direct Plan Growth fund.

Pradeep Kesavan - Co-Fund Manager

Pradeep Kesavan are the current fund managers of this mutual fund. He brings additional expertise in managing overseas securities within the fund portfolio.

About the Fund House (AMC)

SBI Mutual Fund stands as one of India's largest asset management companies with a rich heritage spanning over three decades.

Key facts about SBI Mutual Fund:

- As of March 2024, the SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores. In early 2019, it moved past Aditya Birla and HDFC Mutual Funds to emerge as the 3rd largest Mutual Fund body in India based on Assets under Management or AUM.

- SBI Mutual Fund was launched as a joint venture between State Bank of India (SBI) and AMUNDI of France which is an asset management company, way back in 1987. You will find State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee of the SBI Mutual Fund.

- This scheme was made available to investors on 29 Jun 1987.

The fund house operates under strict regulatory oversight and maintains high standards of governance and transparency in its operations.

Should I Invest in SBI Focused Fund?

SBI Focused Fund may be suitable for investors who meet the following criteria:

Ideal for:

- Investors looking for a mutual fund that invests in a select set of high-conviction stocks, chosen through in-depth research rather than broad diversification, may find SBI Focused Fund suitable.

- Those with a moderate to high-risk appetite and a long-term investment horizon.

- Investors seeking concentrated exposure to fundamentally strong companies

- Those comfortable with flexi-cap investment approach

Important considerations:

- Since the fund holds a concentrated portfolio, even a few underperforming stocks can lead to significant short-term volatility.

- Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

- Like for all equity funds, you must invest only through the SIP route.

Fund Performance Indicators:

- It has an AUM of ₹37,936.17 Crores and the latest NAV decalared is ₹394.413 as of 23 Aug 2025.

- SBI Focused Equity Fund Direct Plan-Growth scheme return performance in last 1 year is 7.55%, in last 3 years is 55.04% and 538.13% since scheme launch.

- The SBI Focused Equity Fund Direct Plan Growth is rated Very High risk.

FAQs

What is today's NAV of SBI Focused Fund?

The latest NAV of SBI Focused Fund varies daily. You can check the current NAV on Allvest's platform or the fund house website for real-time updates.

What is the AUM of SBI Focused Fund?

The fund has an AUM of ₹37,936.17 Crores as of 23 Aug 2025.

What is the expense ratio of SBI Focused Fund?

The expense ratio varies between regular and direct plans. Direct plans typically have lower expense ratios compared to regular plans. Check Allvest for the latest expense ratio details.

What are the returns of SBI Focused Fund since inception?

The fund has delivered 538.13% returns since scheme launch. However, past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in SBI Focused Fund?

The minimum investment required is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.

How do I invest in SBI Focused Fund?

You can invest in SBI Focused Fund through Allvest's platform by completing your KYC, selecting the fund, choosing SIP or lump sum, and setting up payment instructions.

How to start a SIP in SBI Focused Fund?

Register on Allvest, complete your KYC verification, search for SBI Focused Fund, select SIP option, choose amount and frequency, and set up auto-debit mandate.

How do I automate an SIP in SBI Focused Fund?

Set up an auto-debit mandate through Allvest platform by linking your bank account and authorizing automatic monthly debits for your chosen SIP amount.

How can I withdraw/redeem my investment in SBI Focused Fund?

You can redeem your investment through Allvest's platform by selecting the redemption option. Note that there's an exit load of 1% if redeemed within 1 year.