Which funds are similar to SBI Focused Fund Direct Plan-Growth?
Funds similar to SBI Focused Fund Direct Plan-Growth in the Equity: Focused category include HDFC Focused Fund Direct-Growth, ICICI Prudential Focused Fund Direct-Growth, and Axis Focused Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Focused Fund Direct Plan-Growth in its category?
On a 3-year return basis SBI Focused Fund Direct Plan-Growth is ranked 6 out of 25 funds in the Equity: Focused category as of 21 Oct 2026. On a 5-year return basis it ranks 7 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI Focused Fund Direct Plan-Growth's expense ratio compare to similar funds?
SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82%. The peers HDFC Focused Fund Direct-Growth has an expense ratio of 0.83% and ICICI Prudential Focused Fund Direct-Growth has 1.12%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI Focused Fund Direct Plan-Growth's AUM compare to similar funds?
SBI Focused Fund Direct Plan-Growth has an AUM of ₹50,180.3 crore. The peers HDFC Focused Fund Direct-Growth has an AUM of ₹26,552.9 crore and ICICI Prudential Focused Fund Direct-Growth has ₹17,167.6 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 19.12% as of 21 Oct 2026. SBI Focused Fund Direct Plan-Growth has delivered 14.00% CAGR over the same period, ranking 6 out of 25 funds. You can view and compare the full category ranking on sharpely.
How does SBI Focused Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI Focused Fund Direct Plan-Growth has a Sharpe ratio of 0.65 compared to the Equity: Focused average of 0.42 as of 21 Oct 2026. It ranks 5 out of 27 funds in its category on Sharpe ratio.
