82
FocusedStrong Buy
SBI Focused
SBI · Direct–Growth · rank #2 of 28 by Smart Score
Data updated
Trailing returns
1 Year
15.9%
+12.9% vs index
3 Years
16.6%
+5.1% vs index
5 Years
12.6%
+2.2% vs index
Since launch
15.7%
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
+5.9%+7.9% vs index
Why this score
SBI Focused scores 82/100 — #2 of 28 Focused fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 87% 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 return16.63% · 87th percentile in category
Sharpe ratio0.87 · 86th percentile in category
Fund size50040.77 Cr · 98th percentile in category
Sortino ratio1.16 · 91st percentile in category
Alpha4.71 · 91st percentile in category
5Y return12.58% · 65th percentile in category
Top holdings
1.Bajaj Finance Ltd9.2%
2.ICICI Bank Ltd7.74%
3.Alphabet Inc Forgn. Eq (GOOGL)7.47%
4.State Bank of India6.16%
5.Bharti Airtel Ltd5.52%
25 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.