80
FocusedStrong Buy
SBI Focused
SBI · Direct–Growth · rank #4 of 28 by Smart Score
Data updated
Trailing returns
1 Year
7.8%
+12.5% vs index
3 Years
14.5%
+5.2% vs index
5 Years
10.4%
+2.5% vs index
Since launch
15.3%
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
+3.0%+9.0% vs index
Why this score
SBI Focused scores 80/100 — #4 of 28 Focused fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 80% 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 return14.53% · 80th percentile in category
Sharpe ratio0.67 · 84th percentile in category
Fund size50180.32 Cr · 98th percentile in category
Sortino ratio0.91 · 88th percentile in category
5Y return10.37% · 65th percentile in category
Expense ratio0.84% · 81st percentile in category
Top holdings
1.Bajaj Finance Ltd8.99%
2.Alphabet Inc Forgn. Eq (GOOGL)7.24%
3.ICICI Bank Ltd7.11%
4.Kotak Mahindra Bank Ltd5.82%
5.State Bank of India5.16%
26 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.