+91-22-489139098 Best Performing Focused Funds 2026
Focused funds are getting popular due to their systematic approach in selecting stocks. These funds aim for higher returns by Investing in limited stocks. But, before we jump to the list of best performing focused funds, let’s first understand the objective and purpose of this Mutual Fund scheme.
What are Focused Funds?
Focused funds are a type of Equity Fund that invests in a limited number of stocks. These funds focus on large-cap, mid, small or multi cap stocks. As per Security and Exchange of India (SEBI), a focused fund can invest in a minimum of 30 stocks. A focused fund scheme can invest at least 60 percent of its total assets in equities.
By investing in a limited number of quality companies that have a growth potential, focused funds aim to deliver high returns. These funds emphasize quality over quantity. Rather than diversifying across a large number of holdings, the fund manager of focused funds would prefer holding stocks that have the most confidence in. The securities that these funds buy are usually thoroughly researched.
One of the disadvantages of these funds is that they lack diversification, thus exposed to a great amount of risk compared to other Mutual Funds.
Benefits of Investing in Focused Mutual Funds
As focused funds invest in limited stocks, they are extremely methodical. These funds strive to choose the best possible investments that can work in the favor of investors. The whole purpose of the focused fund is to hit the bull’s eye with the right stock and earn high returns. The fund managers of focused funds are expert at picking winners and beating the returns of the broader stock market.
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Fund Selection Methodology used to find 8 funds
Top 8 Best Focused Mutual Funds FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹94.75
↓ -0.34 ₹14,569 -1 3.3 16.2 22.7 21.2 15.4 HDFC Focused 30 Fund Growth ₹234.031
↓ -0.13 ₹26,537 -2.6 2.5 12.2 21.4 24 10.9 DSP Focus Fund Growth ₹54.631
↓ -0.08 ₹2,687 -1.8 -0.2 9.5 19.2 14.2 7.3 SBI Focused Equity Fund Growth ₹373.92
↑ 0.09 ₹43,173 0 6.9 15.1 19.2 16.9 15.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹146.833
↓ -0.67 ₹8,209 -0.1 4.8 12.6 17.5 15.5 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Franklin India Focused Equity Fund Growth ₹107.155
↓ -0.15 ₹12,649 -3.9 -0.9 7.5 15.5 17.7 5.1 IIFL Focused Equity Fund Growth ₹46.2016
↓ -0.31 ₹7,229 -3.7 -1.5 6.6 15.5 15.4 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26 Research Highlights & Commentary of 8 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund SBI Focused Equity Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Franklin India Focused Equity Fund IIFL Focused Equity Fund Point 1 Upper mid AUM (₹14,569 Cr). Top quartile AUM (₹26,537 Cr). Bottom quartile AUM (₹2,687 Cr). Highest AUM (₹43,173 Cr). Lower mid AUM (₹8,209 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹12,649 Cr). Lower mid AUM (₹7,229 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (21+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (11+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.19% (top quartile). 5Y return: 24.03% (top quartile). 5Y return: 14.24% (bottom quartile). 5Y return: 16.93% (lower mid). 5Y return: 15.50% (lower mid). 5Y return: 17.29% (upper mid). 5Y return: 17.68% (upper mid). 5Y return: 15.40% (bottom quartile). Point 6 3Y return: 22.67% (top quartile). 3Y return: 21.44% (top quartile). 3Y return: 19.23% (upper mid). 3Y return: 19.23% (upper mid). 3Y return: 17.52% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 15.52% (bottom quartile). 3Y return: 15.50% (bottom quartile). Point 7 1Y return: 16.21% (top quartile). 1Y return: 12.20% (lower mid). 1Y return: 9.50% (lower mid). 1Y return: 15.13% (upper mid). 1Y return: 12.63% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: 7.55% (bottom quartile). 1Y return: 6.64% (bottom quartile). Point 8 Alpha: 7.16 (top quartile). Alpha: 3.31 (upper mid). Alpha: -0.18 (lower mid). Alpha: 7.50 (top quartile). Alpha: 2.34 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: -2.23 (lower mid). Alpha: -2.57 (bottom quartile). Point 9 Sharpe: 0.70 (upper mid). Sharpe: 0.52 (upper mid). Sharpe: 0.15 (lower mid). Sharpe: 0.79 (top quartile). Sharpe: 0.35 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: -0.03 (bottom quartile). Sharpe: -0.06 (bottom quartile). Point 10 Information ratio: 1.72 (top quartile). Information ratio: 0.99 (top quartile). Information ratio: 0.52 (upper mid). Information ratio: 0.32 (upper mid). Information ratio: 0.15 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.20 (bottom quartile). Information ratio: -0.11 (lower mid). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
SBI Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Franklin India Focused Equity Fund
IIFL Focused Equity Fund
(Erstwhile ICICI Prudential Select Large Cap Fund) An equity fund that aims to generate capital appreciation by investing in equity
and equity related securities of large market capitalisation companies, with an
option to withdraw investment periodically based on triggers. Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Franklin India High Growth Companies Fund) An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors). Research Highlights for Franklin India Focused Equity Fund Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for IIFL Focused Equity Fund Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on 1. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (30 Jan 26) ₹94.75 ↓ -0.34 (-0.36 %) Net Assets (Cr) ₹14,569 on 31 Dec 25 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.7 Information Ratio 1.72 Alpha Ratio 7.16 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,609 31 Dec 22 ₹14,426 31 Dec 23 ₹18,506 31 Dec 24 ₹23,404 31 Dec 25 ₹27,018 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -2.5% 3 Month -1% 6 Month 3.3% 1 Year 16.2% 3 Year 22.7% 5 Year 21.2% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 26.5% 2022 28.3% 2021 6% 2020 36.1% 2019 24.6% 2018 0.4% 2017 -2.7% 2016 23.4% 2015 10.6% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 3.4 Yr. Sharmila D’mello 31 Jul 22 3.42 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 26.52% Consumer Cyclical 17.96% Industrials 9.67% Technology 7.81% Consumer Defensive 7.62% Health Care 6.92% Communication Services 6.58% Real Estate 5.1% Basic Materials 5.05% Utility 3.73% Asset Allocation
Asset Class Value Cash 2.54% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5321748% ₹1,107 Cr 8,246,653
↑ 690,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK6% ₹811 Cr 8,185,186
↑ 250,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY5% ₹704 Cr 4,360,296
↓ -2,985,357 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322155% ₹668 Cr 5,260,829
↓ -150,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA5% ₹658 Cr 3,826,659
↓ -31,597 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | 5324244% ₹571 Cr 4,672,019
↑ 251,400 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | TITAN4% ₹569 Cr 1,403,585
↑ 364,233 NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 5325554% ₹543 Cr 16,487,282
↑ 3,122,986 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 23 | NAUKRI4% ₹540 Cr 4,052,856
↓ -217,500 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Apr 25 | 5008254% ₹539 Cr 894,471
↑ 77,516 2. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (30 Jan 26) ₹234.031 ↓ -0.13 (-0.06 %) Net Assets (Cr) ₹26,537 on 31 Dec 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.52 Information Ratio 0.99 Alpha Ratio 3.31 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹14,011 31 Dec 22 ₹16,573 31 Dec 23 ₹21,476 31 Dec 24 ₹26,625 31 Dec 25 ₹29,534 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -1.1% 3 Month -2.6% 6 Month 2.5% 1 Year 12.2% 3 Year 21.4% 5 Year 24% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 24% 2022 29.6% 2021 18.3% 2020 40.1% 2019 4.2% 2018 3.8% 2017 -14.6% 2016 38.7% 2015 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Gopal Agrawal 8 Dec 25 0.07 Yr. Dhruv Muchhal 22 Jun 23 2.53 Yr. Data below for HDFC Focused 30 Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 40.71% Consumer Cyclical 20.44% Health Care 6.49% Industrials 5.25% Technology 4.56% Utility 2.69% Communication Services 2.38% Basic Materials 2.17% Real Estate 1.75% Asset Allocation
Asset Class Value Cash 13.37% Equity 86.44% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹2,437 Cr 24,585,121
↑ 1,585,121 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | 5321749% ₹2,377 Cr 17,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322157% ₹1,904 Cr 15,000,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN5% ₹1,346 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK5% ₹1,292 Cr 5,871,276
↑ 771,276 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH5% ₹1,209 Cr 7,450,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹1,044 Cr 625,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹956 Cr 4,700,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5000873% ₹907 Cr 6,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 25 | 5328983% ₹714 Cr 27,000,000 3. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (30 Jan 26) ₹54.631 ↓ -0.08 (-0.15 %) Net Assets (Cr) ₹2,687 on 31 Dec 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.15 Information Ratio 0.52 Alpha Ratio -0.18 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,227 31 Dec 22 ₹11,682 31 Dec 23 ₹15,674 31 Dec 24 ₹18,580 31 Dec 25 ₹19,945 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -1.9% 3 Month -1.8% 6 Month -0.2% 1 Year 9.5% 3 Year 19.2% 5 Year 14.2% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% Fund Manager information for DSP Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 5.59 Yr. Bhavin Gandhi 1 Feb 24 1.92 Yr. Data below for DSP Focus Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 41.96% Technology 11.34% Health Care 7.47% Consumer Cyclical 5.67% Industrials 5.63% Basic Materials 5.49% Communication Services 4.36% Real Estate 3.86% Energy 3.53% Consumer Defensive 2.21% Utility 1.78% Asset Allocation
Asset Class Value Cash 6.72% Equity 93.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5321747% ₹181 Cr 1,344,922
↑ 196,680 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000346% ₹170 Cr 1,720,803 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN5% ₹141 Cr 1,437,091 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹134 Cr 1,355,374 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322155% ₹131 Cr 1,030,961 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹117 Cr 555,937 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹114 Cr 561,758
↑ 80,291 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹110 Cr 647,299 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE4% ₹106 Cr 637,993 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹105 Cr 742,934 4. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (29 Jan 26) ₹373.92 ↑ 0.09 (0.02 %) Net Assets (Cr) ₹43,173 on 31 Dec 25 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.79 Information Ratio 0.32 Alpha Ratio 7.5 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹14,298 31 Dec 22 ₹13,085 31 Dec 23 ₹15,994 31 Dec 24 ₹18,737 31 Dec 25 ₹21,680 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -1.6% 3 Month 0% 6 Month 6.9% 1 Year 15.1% 3 Year 19.2% 5 Year 16.9% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.68 Yr. Data below for SBI Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 31.25% Consumer Cyclical 16.74% Communication Services 13.57% Utility 9.37% Basic Materials 6.52% Consumer Defensive 4.79% Health Care 4.47% Technology 4.27% Industrials 1.61% Asset Allocation
Asset Class Value Cash 6.46% Equity 92.58% Debt 0.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL8% ₹3,659 Cr 1,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK6% ₹2,775 Cr 28,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333986% ₹2,668 Cr 7,000,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN5% ₹2,259 Cr 23,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹2,198 Cr 13,000,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹2,040 Cr 10,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK5% ₹1,981 Cr 9,000,000 EPAM Systems Inc (Technology)
Equity, Since 31 Jan 25 | EPAM4% ₹1,844 Cr 1,001,069
↓ -98,931 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5000344% ₹1,766 Cr 17,900,000 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | 5330964% ₹1,573 Cr 110,000,000 5. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (30 Jan 26) ₹146.833 ↓ -0.67 (-0.46 %) Net Assets (Cr) ₹8,209 on 31 Dec 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.35 Information Ratio 0.15 Alpha Ratio 2.34 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,674 31 Dec 22 ₹12,727 31 Dec 23 ₹15,652 31 Dec 24 ₹18,580 31 Dec 25 ₹20,465 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -0.9% 3 Month -0.1% 6 Month 4.8% 1 Year 12.6% 3 Year 17.5% 5 Year 15.5% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.66 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 29.48% Consumer Cyclical 14.86% Technology 13.56% Industrials 8.94% Energy 6.67% Basic Materials 4.72% Communication Services 4.43% Consumer Defensive 4.14% Real Estate 3.09% Utility 2.89% Health Care 2.43% Asset Allocation
Asset Class Value Cash 5.09% Equity 94.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE7% ₹548 Cr 3,486,850
↑ 180,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321746% ₹512 Cr 3,814,545 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY6% ₹512 Cr 3,168,188
↓ -235,929 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹363 Cr 1,726,348 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹354 Cr 867,856 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹324 Cr 3,270,326 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327554% ₹312 Cr 1,960,009 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹312 Cr 3,128,231
↓ -724,999 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹301 Cr 2,367,644 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹292 Cr 1,433,549 6. Sundaram Select Focus Fund
Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (30 Jan 26) ₹107.155 ↓ -0.15 (-0.14 %) Net Assets (Cr) ₹12,649 on 31 Dec 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.03 Information Ratio -0.2 Alpha Ratio -2.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,941 31 Dec 22 ₹15,178 31 Dec 23 ₹18,738 31 Dec 24 ₹22,469 31 Dec 25 ₹23,611 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -2.5% 3 Month -3.9% 6 Month -0.9% 1 Year 7.5% 3 Year 15.5% 5 Year 17.7% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.1% 2023 19.9% 2022 23.5% 2021 8.9% 2020 39.4% 2019 10.9% 2018 10.9% 2017 -8.8% 2016 37.4% 2015 5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.21 Yr. Venkatesh Sanjeevi 4 Oct 24 1.24 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Data below for Franklin India Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 34.07% Consumer Cyclical 12.16% Industrials 9.84% Technology 8.63% Health Care 8.01% Communication Services 6.12% Basic Materials 5.98% Energy 5.96% Real Estate 3.11% Consumer Defensive 2.61% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹1,209 Cr 12,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321748% ₹967 Cr 7,200,000
↓ -400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS7% ₹834 Cr 2,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322157% ₹825 Cr 6,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹774 Cr 3,675,000
↓ -225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE6% ₹754 Cr 4,800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹653 Cr 23,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹514 Cr 308,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA4% ₹507 Cr 2,950,000
↓ -250,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹506 Cr 3,350,000
↓ -150,000 8. IIFL Focused Equity Fund
IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (30 Jan 26) ₹46.2016 ↓ -0.31 (-0.67 %) Net Assets (Cr) ₹7,229 on 31 Dec 25 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.06 Information Ratio -0.11 Alpha Ratio -2.57 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,645 31 Dec 22 ₹13,519 31 Dec 23 ₹17,547 31 Dec 24 ₹20,134 31 Dec 25 ₹21,083 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jan 26 Duration Returns 1 Month -2.4% 3 Month -3.7% 6 Month -1.5% 1 Year 6.6% 3 Year 15.5% 5 Year 15.4% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 14.7% 2022 29.8% 2021 -0.9% 2020 36.4% 2019 23.8% 2018 27.3% 2017 -6.8% 2016 30% 2015 9.9% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 6.14 Yr. Ashish Ongari 21 Feb 25 0.86 Yr. Data below for IIFL Focused Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 31.83% Consumer Cyclical 18.48% Industrials 15.87% Communication Services 11.55% Technology 7.85% Basic Materials 4.5% Health Care 2.15% Energy 1.99% Consumer Defensive 1.36% Asset Allocation
Asset Class Value Cash 4.43% Equity 95.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹631 Cr 6,362,165
↓ -649,761 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5321747% ₹505 Cr 3,761,728
↓ -313,720 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL6% ₹446 Cr 2,119,432
↓ -241,884 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT6% ₹419 Cr 1,024,891
↓ -35,862 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348165% ₹371 Cr 8,867,511
↑ 177,816 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹360 Cr 2,117,317
↑ 87,418 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000345% ₹326 Cr 3,305,116
↓ -707,539 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5322154% ₹290 Cr 2,282,857
↑ 41,607 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5434984% ₹278 Cr 57,218,228
↑ 906,801 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY4% ₹268 Cr 1,659,652
↓ -45,857
How to Invest in Focused Mutual Funds Online?
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Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
FAQs
1. Who invests in focused funds and why?
A: Focused funds are ideal for veteran investors who can handle market Volatility. The primary reason for this is that focused funds are high-risk investments and often do not produce the expected returns. Hence, it is crucial to evaluate the funds and also the investment tenure. These speculations can successfully be made only by veteran investors.
2. What is the most significant advantage of focused funds?
A: If you invest in focused funds, you can successfully diversify your investment Portfolio. Although you cannot be assured of returns with focused funds, these are known to produce high returns. Therefore, if you want to build an investment portfolio with assets that produce high returns, you must invest in focused funds.
3. What are the tax implications of focused funds?
A: The tax implications of focused funds will depend upon the type of focused funds. The tax implications are as follows:
- In the case of equity-based focused funds, you will be taxed at 10% for long term Capital Gains if the amount exceeds Rs.1 lakh. However, if you want to save on these funds' taxes, increase the lock-in period to thirty-six months.
- In debt-based focused funds, long term capital gains are taxed at 20% after indexation. Indexation will be done factoring in the inflation rate.
4. Who should invest in focused funds?
A: Someone who is ready to hold the investment for 3 to 5 years. Hence, investors who are looking for long term investment should consider investing in focused funds.
5. How will I compare focused funds?
A: When you compare two focused funds, you should consider the NAV of the funds and the 3 year and 5-year growth rates of the funds. Usually, investing in funds that have shown a greater growth rate would be considered a better investment.
6. Which are some of the best-focused funds?
A: Presently the some of the best-focused funds that you can think of investing are IIFL Focused Equity Fund (5year growth rate of 18.8%), Principal Focused Multicap Fund (5year growth rate of 15.7%), Axis Focused 25 Fund (5year growth rate of 17.9%) and Nippon India Focused Equity Fund (5year growth rate of 16.5%).
7. How is focused fund different from mutual funds?
A: Focused funds do not have the limitations of mutual funds, where specific percentages of investments have to be made in certain sectors. Here the investment is concentrated on stocks of specific companies, thus, increasing the chances of better performance. The returns can be limited by investing in stocks that do not perform well and holding on till these improve performance. Choice of investment depends on the fund.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for ICICI Prudential Focused Equity Fund