fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
8 Best Performing Focused Mutual Funds to Invest In 2019

Fincash » Mutual Funds » Best Performing Focused Funds

8 Best Performing Focused Funds 2019

Updated on December 4, 2019 , 9791 views

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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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.

Top 8 Best Focused Mutual Funds FY 19 - 20

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹30.11
↓ -0.18
₹8,80010.95.416.817.8120.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹61.6866
↓ -0.52
₹4,3608.91.713.211.27.5-4.1
DSP BlackRock Focus Fund Growth ₹25.135
↓ -0.19
₹1,99414.16.518.111.68.5-5.6
Motilal Oswal Focused 25 Fund  Growth ₹23.6745
↓ -0.07
₹1,18412.56.216.312.79.3-4.2
Sundaram Select Focus Fund Growth ₹190.545
↓ -1.30
₹1,0469.23.51616.48.31.2
Franklin India Focused Equity Fund Growth ₹41.7489
↓ -0.53
₹8,7148.6-214.610.98-8.8
Principal Focused Multicap Fund Growth ₹67.98
↓ -0.39
₹35112.54.712.612.28-1.2
HDFC Focused 30 Fund Growth ₹75.827
↓ -0.72
₹5075.3-3.66.46.54.4-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Dec 19

1. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (06 Dec 19) ₹30.11 ↓ -0.18   (-0.59 %)
Net Assets (Cr) ₹8,800 on 31 Oct 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 1.24
Information Ratio 0.24
Alpha Ratio 5.78
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,194
30 Nov 16₹11,060
30 Nov 17₹14,976
30 Nov 18₹15,601
30 Nov 19₹17,962

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month -1.2%
3 Month 10.9%
6 Month 5.4%
1 Year 16.8%
3 Year 17.8%
5 Year 12%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.4 Yr.

Data below for Axis Focused 25 Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services42.57%
Basic Materials13.17%
Consumer Cyclical11.37%
Technology7.38%
Consumer Defensive6.42%
Industrials5.83%
Energy5.04%
Communication Services4.83%
Health Care1.41%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹799 Cr6,490,492
↑ 520,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹693 Cr1,721,318
↓ -357,265
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹631 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹608 Cr747,220
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹575 Cr2,534,738
↑ 207,822
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹565 Cr2,830,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹484 Cr2,676,200
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹450 Cr3,207,659
↓ -295,899
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹444 Cr3,031,000
↑ 1,532,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
5%₹431 Cr7,044,854
↓ -7,219,050,010

2. Aditya Birla Sun Life Focused Equity Fund

(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.

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 24 in Focused category.  Return for 2018 was -4.1% , 2017 was 30.9% and 2016 was 6.7% .

Below is the key information for Aditya Birla Sun Life Focused Equity Fund

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (06 Dec 19) ₹61.6866 ↓ -0.52   (-0.83 %)
Net Assets (Cr) ₹4,360 on 31 Oct 19
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.67
Information Ratio -0.96
Alpha Ratio -3.45
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,893
30 Nov 16₹10,656
30 Nov 17₹13,394
30 Nov 18₹13,091
30 Nov 19₹14,597

Aditya Birla Sun Life Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Aditya Birla Sun Life Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month -0.1%
3 Month 8.9%
6 Month 1.7%
1 Year 13.2%
3 Year 11.2%
5 Year 7.5%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
2014 48.9%
2013 9.1%
2012 36.4%
2011 -21.6%
2010 18%
2009 75.3%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Mahesh Patil29 Jul 109.18 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services41.21%
Technology10.91%
Health Care8.9%
Energy7.04%
Industrials6.65%
Consumer Defensive6.29%
Communication Services5.04%
Utility3.96%
Basic Materials3.68%
Consumer Cyclical2.99%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.66%
Debt0.03%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹425 Cr3,458,212
↓ -40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹355 Cr7,675,975
↓ -614,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
6%₹274 Cr3,991,488
↑ 1,159,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
6%₹250 Cr1,174,141
↑ 37,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹236 Cr1,601,652
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹218 Cr1,488,766
Clearing Corporation Of India Limited
CBLO | -
5%₹204 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
4%₹180 Cr6,995,222
↓ -1,613,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹172 Cr14,091,400
↑ 164,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹166 Cr2,256,895

3. DSP BlackRock Focus Fund

(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.

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 27 in Focused category.  Return for 2018 was -5.6% , 2017 was 29.2% and 2016 was 6.1% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (06 Dec 19) ₹25.135 ↓ -0.19   (-0.75 %)
Net Assets (Cr) ₹1,994 on 31 Oct 19
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 1.08
Information Ratio -0.61
Alpha Ratio 4.22
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,458
30 Nov 16₹11,206
30 Nov 17₹13,580
30 Nov 18₹13,340
30 Nov 19₹15,504

DSP BlackRock Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month 0.4%
3 Month 14.1%
6 Month 6.5%
1 Year 18.1%
3 Year 11.6%
5 Year 8.5%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
2014 49.9%
2013 -0.2%
2012 26.9%
2011 -22%
2010
2009
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Gopal Agrawal1 Oct 181.08 Yr.
Jay Kothari11 Dec 144.89 Yr.

Data below for DSP BlackRock Focus Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services45.86%
Basic Materials13.21%
Industrials9.4%
Technology7.77%
Energy7.28%
Consumer Cyclical6.2%
Consumer Defensive3.99%
Health Care3.5%
Utility0.86%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
13%₹262 Cr2,133,378
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
10%₹196 Cr4,230,390
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹139 Cr345,564
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 17 | LT
6%₹123 Cr835,005
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
6%₹121 Cr829,463
↓ -176,718
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 16 | 500238
4%₹86 Cr393,321
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
4%₹83 Cr1,752,923
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 16 | ITC
4%₹79 Cr3,085,132
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | MARUTI
4%₹72 Cr95,431
↓ -10,642
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 500387
3%₹67 Cr33,746

4. Motilal Oswal Focused 25 Fund 

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Focused 25 Fund  is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -4.2% , 2017 was 32.2% and 2016 was 2.8% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (06 Dec 19) ₹23.6745 ↓ -0.07   (-0.30 %)
Net Assets (Cr) ₹1,184 on 31 Oct 19
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 1.2
Information Ratio -0.36
Alpha Ratio 3.98
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,385
30 Nov 16₹11,066
30 Nov 17₹13,798
30 Nov 18₹13,762
30 Nov 19₹15,727

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Motilal Oswal Focused 25 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month 0.3%
3 Month 12.5%
6 Month 6.2%
1 Year 16.3%
3 Year 12.7%
5 Year 9.3%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Abhiroop Mukherjee7 May 136.49 Yr.
Siddharth Bothra23 Nov 162.94 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services44.07%
Industrials20.14%
Consumer Defensive10.53%
Health Care8.87%
Technology7.92%
Consumer Cyclical6.52%
Basic Materials1.44%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.49%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
10%₹122 Cr1,943,599
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
10%₹121 Cr983,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
9%₹103 Cr2,217,504
↑ 125,904
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
8%₹94 Cr413,390
↑ 15,000
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Apr 17 | 531344
7%₹82 Cr1,392,726
↑ 592,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
7%₹80 Cr398,927
↑ 26,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
6%₹73 Cr465,362
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹70 Cr476,450
↑ 13,500
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 18 | 500488
4%₹52 Cr43,767
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | 500002
4%₹49 Cr337,077
↓ -6,187

5. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 55 in Focused category.  Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (06 Dec 19) ₹190.545 ↓ -1.30   (-0.68 %)
Net Assets (Cr) ₹1,046 on 31 Oct 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 1.11
Information Ratio 0.23
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,464
30 Nov 16₹9,554
30 Nov 17₹12,546
30 Nov 18₹13,125
30 Nov 19₹14,981

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month 0.3%
3 Month 9.2%
6 Month 3.5%
1 Year 16%
3 Year 16.4%
5 Year 8.3%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
2010 12.5%
2009 65.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 163.06 Yr.

Data below for Sundaram Select Focus Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services44.21%
Industrials10.27%
Consumer Defensive10.27%
Energy9.93%
Consumer Cyclical6.97%
Technology3.53%
Communication Services3.47%
Basic Materials3.36%
Utility2.11%
Health Care1.62%
Asset Allocation
Asset ClassValue
Cash4.25%
Equity95.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹96 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹93 Cr635,302
↓ -25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹91 Cr1,959,917
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
8%₹83 Cr566,190
↑ 21,170
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹64 Cr863,592
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹62 Cr293,021
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹54 Cr250,044
↑ 23,009
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹52 Cr328,849
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹37 Cr538,481
↑ 25,859
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹36 Cr970,209
↑ 132,014

6. Franklin India Focused Equity Fund

(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).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 28 in Focused category.  Return for 2018 was -8.8% , 2017 was 37.4% and 2016 was 5% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (06 Dec 19) ₹41.7489 ↓ -0.53   (-1.25 %)
Net Assets (Cr) ₹8,714 on 31 Oct 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.71
Information Ratio -0.35
Alpha Ratio 0.89
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,730
30 Nov 16₹11,281
30 Nov 17₹14,639
30 Nov 18₹13,407
30 Nov 19₹15,399

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month 1.6%
3 Month 8.6%
6 Month -2%
1 Year 14.6%
3 Year 10.9%
5 Year 8%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
2009 98.7%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 163.5 Yr.
Roshi Jain9 Jul 127.32 Yr.
Pyari Menon26 Sep 190.1 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Equity92.2%
Other7.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹906 Cr29,000,000
↑ 4,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹833 Cr18,000,000
Call, Cash & Other Assets
Receivables | -
8%₹679 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹514 Cr35,000,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹499 Cr13,327,087
↓ -1,672,913
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | 500124
4%₹390 Cr1,400,000
↑ 175,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹383 Cr925,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹381 Cr3,100,000
↓ -200,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 May 19 | 540719
4%₹377 Cr3,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹368 Cr5,000,000

7. Principal Focused Multicap Fund

(Erstwhile Principal Large Cap Fund)

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization.

Principal Focused Multicap Fund is a Equity - Focused fund was launched on 11 Nov 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 36 in Focused category.  Return for 2018 was -1.2% , 2017 was 31.8% and 2016 was 3.8% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (06 Dec 19) ₹67.98 ↓ -0.39   (-0.57 %)
Net Assets (Cr) ₹351 on 31 Oct 19
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio 0.86
Information Ratio 0
Alpha Ratio 1.01
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,851
30 Nov 16₹10,552
30 Nov 17₹13,068
30 Nov 18₹13,275
30 Nov 19₹14,689

Principal Focused Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Principal Focused Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month 1.3%
3 Month 12.5%
6 Month 4.7%
1 Year 12.6%
3 Year 12.2%
5 Year 8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.2%
2017 31.8%
2016 3.8%
2015 0.6%
2014 43.4%
2013 3%
2012 34%
2011 -25.7%
2010 21%
2009 110.1%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 190.06 Yr.

Data below for Principal Focused Multicap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services30.89%
Consumer Defensive15.97%
Basic Materials15.09%
Technology8.19%
Energy6.87%
Industrials6.58%
Consumer Cyclical5.92%
Health Care5.32%
Utility1.44%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 08 | HDFCBANK
8%₹29 Cr239,536
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹24 Cr164,446
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | 500696
5%₹19 Cr87,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹19 Cr117,900
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹18 Cr396,708
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
4%₹15 Cr71,227
Abbott India Ltd (Healthcare)
Equity, Since 31 Dec 14 | 500488
4%₹14 Cr12,150
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | 532977
4%₹13 Cr40,500
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532504
4%₹12 Cr137,955
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Aug 17 | 532978
4%₹12 Cr15,189

8. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 39 in Focused category.  Return for 2018 was -14.6% , 2017 was 38.7% and 2016 was 2.1% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (06 Dec 19) ₹75.827 ↓ -0.72   (-0.93 %)
Net Assets (Cr) ₹507 on 31 Oct 19
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.65
Sharpe Ratio 0.31
Information Ratio -0.64
Alpha Ratio -5.48
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.

DateValue
30 Nov 14₹10,000
30 Nov 15₹10,285
30 Nov 16₹10,414
30 Nov 17₹13,889
30 Nov 18₹11,975
30 Nov 19₹12,848

HDFC Focused 30 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for HDFC Focused 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 19

DurationReturns
1 Month -4.1%
3 Month 5.3%
6 Month -3.6%
1 Year 6.4%
3 Year 6.5%
5 Year 4.4%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
2013 -2.3%
2012 23%
2011 -26%
2010 28.3%
2009 102.3%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Vinay Kulkarni21 Nov 0612.87 Yr.
Chirag Dagli31 Jul 190.17 Yr.

Data below for HDFC Focused 30 Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services27.97%
Industrials22.23%
Energy15.74%
Utility13.74%
Consumer Defensive8.92%
Basic Materials4.71%
Technology4.33%
Consumer Cyclical1.07%
Asset Allocation
Asset ClassValue
Cash1.29%
Equity98.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹44 Cr947,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 19 | LT
7%₹38 Cr255,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
7%₹36 Cr1,160,710
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
7%₹34 Cr280,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
6%₹32 Cr2,584,716
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 10 | 500547
6%₹28 Cr533,300
↓ -160,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
5%₹24 Cr932,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 19 | RELIANCE
4%₹22 Cr150,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
4%₹22 Cr319,896
↓ -86,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 18 | HINDPETRO
4%₹20 Cr600,000

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.

How to Invest in Focused Mutual Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
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.
How helpful was this page ?
Rated 4.2, based on 31 reviews.
POST A COMMENT