SBI Focused Fund: Rs 10,000 Monthly SIP Delivers Rs 1.54 Crore in 20 Years

Business
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News18•08-01-2026, 12:04
SBI Focused Fund: Rs 10,000 Monthly SIP Delivers Rs 1.54 Crore in 20 Years
- •SBI Focused Fund turned a Rs 10,000 monthly SIP into Rs 1.54 crore over 20 years, demonstrating consistent performance.
- •The fund delivered over 16% CAGR SIP returns across 3, 5, 10, and 20-year periods, effectively mitigating market volatility.
- •It employs a focused equity strategy, investing in a maximum of 30 stocks with at least 65% allocation to equities (large, mid, small caps).
- •Despite being classified as 'Very High Risk,' its risk indicators (lower Beta, volatility) are favorable compared to the BSE 500 TRI benchmark.
- •Top sector allocations include Financials (31.70%) and Technology (17.85%), with key holdings like Alphabet Inc. and HDFC Bank.
Why It Matters: SBI Focused Fund highlights the power of long-term, disciplined SIP investing, yielding substantial wealth despite high risk.
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