SBI Mutual Fund
SBI FOCUSED FUND -GROWTH6.5Q1★★
- NAV
- ₹430.66
- Expense
- —
- AUM
- —
- 1Y
- +13.8%
- 3Y
- +19.9%
- 5Y
- +16.4%
#1 of 6
Min SIP: ₹500Ideal: 5+ years
ICICI Prudential Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -2.24% | +4.62% | -2.83% | -4.52% | +5.40% | +22.35% | +20.02% | +16.39% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-1.56%
₹1.19 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+5.40%
Rank #2 of 6
Category average (1Y)
+4.05%
Quartile Q2
Beats 67% of focused funds on 1Y return.
Poor risk-adjusted returns
Sharpe ratio of -0.08 means you’re not being adequately compensated for the risk taken.
Estimated corpus
₹5.18 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 5.4% · Risk (std dev) 14.3%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.08 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
SBI Mutual Fund
SBI FOCUSED FUND -GROWTHNippon India Mutual Fund
Nippon India Focused Fund Growth Plan Option💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Maximum 30 stocks — concentrated portfolio. Higher conviction = higher risk and reward.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
If the broader market falls 20%, this fund is expected to fall about 21.7%.
Based on 1Y max drawdown of -16.3% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.09× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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