SBI Focused Fund Direct Growth

Scheme code: INF200K01RJ1 NAV value: ₹ 404.0483 NAV date: 18 March, 2026 TER: 0.74%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-19.74	77.68	15.88	19.24	11.31
3 year	2.95	31.22	16.58	16.86	16.76
5 year	4.86	25.48	17.54	16.87	15.84
7 year	11.69	21.02	16.21	16.31	14.78
10 year	13.65	19.71	16.39	16.70	15.69
12 year	15.78	19.34	18.28	17.91	16.89

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	19.24
3 year	6.28	30.95	15.04	16.86
5 year	8.38	26.02	14.22	16.87
7 year	10.18	15.62	12.93	16.31
10 year	11.42	12.93	12.18	16.7
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	19.24
3 year	6.56	19.64	13.57	16.86
5 year	9.22	12.29	10.75	16.87

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	19.24
3 year	7.68	21.49	15.06	16.86
5 year	10.37	13.5	11.93	16.87

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	19.24
3 year	8.04	32.03	17.81	16.86
5 year	8.18	28.64	15.34	16.87
7 year	10.64	16.42	13.77	16.31
10 year	12.56	14.06	13.31	16.7

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,97,398 - Absolute Returns: ₹97,398 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,64,590 - Absolute Returns: ₹9,64,590 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,06,804 - Absolute Returns: ₹30,06,804 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,01,174 - Absolute Returns: ₹66,01,174 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,80,77,235 - Absolute Returns: ₹1,60,77,235 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,15,67,768 - Absolute Returns: ₹2,71,67,768 - CAGR: %

Drawdown Metrics

Max Drawdown

-32.74 %

Drawdown Duration

1 months

Recovery Time

8 months

Avg Drawdown

-5.33 %

Calmar Ratio by Duration

1 Y

0.5877

3 Y

0.515

5 Y

0.5153

7 Y

0.4982

10 Y

0.5101

12 Y

0.5471

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	9.36	0.79	85.8	71.1	13.88 %	4.00 %
3 years	8.91	0.75	81.6	67.7	18.99 %	11.28 %
5 years	5.71	0.73	77.0	68.1	14.36 %	9.44 %
7 years	5.92	0.73	76.7	68.9	15.53 %	10.74 %
10 years	5.48	0.74	76.8	69.1	16.07 %	12.06 %
12 years	4.19	0.74	76.8	69.1	13.27 %	10.00 %
15 years	2.93	0.74	76.8	69.1	10.48 %	7.92 %