Nippon India Focused Fund vs SBI Focused Fund
Over the last 3 years, SBI Focused Fund returned 16.9% a year against 11.1% for Nippon India Focused Fund (Direct plans). SBI Focused Fund was the more consistent: ahead of its index in 39% of rolling 3-year periods, against 20%. In falling months, SBI Focused Fund fell less: 58% of the index's fall, against 100%. Nippon India Focused Fund leans more to smaller companies (17% in small caps against 4%), so expect bigger swings both ways. They hold 1 stocks in common; the portfolio overlap is 7%. Data as of 12 Nov 2026.
| Nippon India Focused Fund | SBI Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Nippon India Mutual Fund | SBI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹7,970 cr | ₹50,400 cr |
| Direct plan | ||
| Rating | C | A+ |
| Expense ratio | 1.42% | 0.83% |
| 1Y return | 1.4% | 11.8% |
| 3Y return (a year) | 11.1% | 16.9% |
| 5Y return (a year) | 9.7% | 10.6% |
| 3Y vs index | -1.2% | +4.6% |
| Rating score, rank | 25 · #23 of 27 | 77 · #4 of 27 |
| Regular plan | ||
| Rating | C | A+ |
| Expense ratio | 2.08% | 1.55% |
| 1Y return | 0.7% | 10.9% |
| 3Y return (a year) | 10.3% | 16.0% |
| 5Y return (a year) | 8.9% | 9.7% |
| 3Y vs index | -1.9% | +3.7% |
| Rating score, rank | 28 · #23 of 27 | 78 · #4 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 20% | 39% |
| Deepest fall, 3Y | -17.6% | -12.9% |
| Volatility, 3Y | 14.5% | 12.1% |
| Max fall, 5Y | -17.6% | -22.5% |
| Down capture, 3Y | 100 | 58 |
| Stocks held | 30 | 27 |
| Top 10 holdings | 54% | 56% |
| Large / mid / small caps | 60 / 23 / 17% | 64 / 13 / 4% |
| Largest sector | Banks | Banks |
Common questions
Nippon India Focused Fund or SBI Focused Fund: which is better?
On our track-record ratings (Direct plans), Nippon India Focused Fund is rated C and SBI Focused Fund is rated A+, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Nippon India Focused Fund or SBI Focused Fund: which has done better?
Over the last 3 years, SBI Focused Fund returned 16.9% a year against 11.1% for Nippon India Focused Fund (Direct plans).
How much do Nippon India Focused Fund and SBI Focused Fund overlap?
They hold 1 stocks in common; the portfolio overlap is 7%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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