SBI FOCUSED FUND
Stocks held by month, last 12 months collected. Source: SBI Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| LICI | New | — | 4.20 cr | +4.20 cr | ₹1,756 cr |
| BAJFINANCE | Added | 4.04 cr | 4.10 cr | +6.38 lakh | ₹4,334 cr |
| MUTHOOTFIN | Added | 70.00 lakh | 81.89 lakh | +11.89 lakh | ₹2,439 cr |
| SBIN | Trimmed | 3.00 cr | 2.70 cr | −30.00 lakh | ₹2,862 cr |
| BAJAJFINSV | Trimmed | 57.89 lakh | 12.32 lakh | −45.57 lakh | ₹249 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: SBI Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| BAJFINANCE Bajaj Finance Limited | Financial Services | 4.10 cr | ₹4,334 cr | 8.46% |
| ICICIBANK ICICI Bank Limited | Financial Services | 2.70 cr | ₹3,926 cr | 7.66% |
| KOTAKBANK Kotak Mahindra Bank Limited | Financial Services | 7.00 cr | ₹2,936 cr | 5.73% |
| SBIN State Bank of India | Financial Services | 2.70 cr | ₹2,862 cr | 5.58% |
| BHARTIARTL Bharti Airtel Limited | Telecommunication | 1.40 cr | ₹2,537 cr | 4.95% |
| MUTHOOTFIN Muthoot Finance Limited | Financial Services | 81.89 lakh | ₹2,439 cr | 4.76% |
| SOLARINDS Solar Industries India Limited | Chemicals | 11.00 lakh | ₹2,212 cr | 4.32% |
| ADANIPOWER Adani Power Limited | Power | 11.00 cr | ₹2,178 cr | 4.25% |
| ADANIENSOL Adani Energy Solutions Limited | Power | 1.50 cr | ₹2,126 cr | 4.15% |
| LICI Life Insurance Corporation Of India | Financial Services | 4.20 cr | ₹1,756 cr | 3.43% |
| SONACOMS Sona BLW Precision Forgings Limited | Automobile and Auto Components | 1.90 cr | ₹1,545 cr | 3.01% |
| DIVISLAB Divi's Laboratories Limited | Healthcare | 15.70 lakh | ₹1,486 cr | 2.90% |
| ADANIENT Adani Enterprises Limited | Metals & Mining | 49.00 lakh | ₹1,401 cr | 2.73% |
| JUBLFOOD Jubilant Foodworks Limited | Consumer Services | 2.50 cr | ₹1,240 cr | 2.42% |
| DLF DLF Limited | Realty | 1.73 cr | ₹1,196 cr | 2.33% |
| MEESHO Meesho Limited | Consumer Services | 5.80 cr | ₹1,192 cr | 2.33% |
| LENSKART Lenskart Solutions Limited | Consumer Services | 1.77 cr | ₹1,175 cr | 2.29% |
| EICHERMOT Eicher Motors Limited | Automobile and Auto Components | 14.00 lakh | ₹1,113 cr | 2.17% |
| HATSUN Hatsun Agro Product Limited | Fast Moving Consumer Goods | 92.00 lakh | ₹1,095 cr | 2.14% |
| THERMAX Thermax Limited | Capital Goods | 23.00 lakh | ₹897 cr | 1.75% |
| TORNTPOWER Torrent Power Limited | Power | 70.00 lakh | ₹851 cr | 1.66% |
| VMM Vishal Mega Mart Limited | Consumer Services | 7.00 cr | ₹774 cr | 1.51% |
| PGHH Procter & Gamble Hygiene and Health Care Limited | Fast Moving Consumer Goods | 9.00 lakh | ₹718 cr | 1.40% |
| BAJAJFINSV Bajaj Finserv Limited | Financial Services | 12.32 lakh | ₹249 cr | 0.49% |
Equity rows as disclosed, Aug 2026. Source: SBI Mutual Fund monthly portfolio.
- Financial Services43.8%
- Power12.2%
- Consumer Services10.4%
- Automobile and Auto Components6.3%
- Telecommunication6.0%
- Chemicals5.2%
- Fast Moving Consumer Goods4.3%
- Healthcare3.5%
- Metals & Mining3.3%
- Realty2.8%
- Capital Goods2.1%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: SBI Mutual Fund monthly portfolio; AMFI.
- Large Cap77.5%
- Mid Cap16.9%
- Small Cap5.5%
AMFI's list of Jun 2026. Source: SBI Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +10.60 % in total | 25 Sep 2025 · NAV ₹400.9790 | 25 Sep 2026 · NAV ₹443.4782 |
| 3 years | +15.25 % a year, compounded | 25 Sep 2023 · NAV ₹289.6210 | 25 Sep 2026 · NAV ₹443.4782 |
| 5 years | +11.10 % a year, compounded | 24 Sep 2021 · NAV ₹261.8346 | 25 Sep 2026 · NAV ₹443.4782 |
| Since first NAV | +15.41 % a year, compounded | 2 Jan 2013 · NAV ₹61.9100 | 25 Sep 2026 · NAV ₹443.4782 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 119727).