SBI Mutual Fund · Direct Growth · SEBI Category: Focused
SBI Focused Equity Fund is managed by R. Srinivasan — SBI AMC's Chief Investment Officer (Equity) — applying his growth-oriented stock selection philosophy to a concentrated 30-stock portfolio across market caps. The fund has delivered category-leading returns over multiple periods, frequently ranking among the top focused funds in India on 3-year and 5-year performance.
The fund's concentrated approach under R. Srinivasan has resulted in a portfolio that reflects high conviction in specific growth stories across sectors. While the fund invests across market caps, it tends to have meaningful mid cap and large cap positions. The fund's strong long-term track record has made it one of the most popular focused funds in India by AUM.
R. Srinivasan is Head of Equity at SBI Funds Management and manages SBI Focused Equity Fund with the same growth-oriented philosophy he applies across his other equity mandates. In a focused portfolio of maximum 30 stocks, his growth style translates into high-conviction bets on businesses he believes can deliver strong earnings compounding over 5 to 10 years.
For current co-manager details and full biography, refer to the latest SBI Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
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| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| HDFC Focused 30 Fund | ₹251.41 | ₹26.2K Cr Jan–Mar 2026 | -1.8% | +17.5% p.a. | +19.3% p.a. | 1.06 |
| ICICI Prudential Focused Equity Fund | — | ₹14.9K Cr Jan–Mar 2026 | — | — | — | — |
| SBI Focused Equity Fund ▲ | ₹429.21 | ₹42.1K Cr Jan–Mar 2026 | +11.9% | +17.6% p.a. | +14.4% p.a. | 1.03 |
| Axis Focused Fund | ₹59.16 | ₹11.2K Cr Jan–Mar 2026 | -6.1% | +8.5% p.a. | +5.5% p.a. | 0.22 |
| Franklin India Focused Equity Fund | ₹110.79 | ₹11.7K Cr Jan–Mar 2026 | -5.8% | +11.4% p.a. | +11.9% p.a. | 0.52 |
Calculated from 2,573 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how SBI FOCUSED FUND ranks against other Focused funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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