8 Best Performing Focused Mutual Funds to Invest In 2024

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8 Best Performing Focused Funds 2024

Updated on April 24, 2024 , 49868 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.

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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Top 8 Best Focused Mutual Funds FY 24 - 25

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
HDFC Focused 30 Fund Growth	₹190.152 ↓ -0.52	₹10,433	9.3	26.8	41.7	29.7	19.6	29.6
ICICI Prudential Focused Equity Fund Growth	₹75.48 ↓ -0.17	₹7,583	11.3	30	46.5	24.6	19.7	28.3
Franklin India Focused Equity Fund Growth	₹96.4931 ↓ -0.27	₹11,160	9.4	25.2	40.4	23	18.2	23.5
IIFL Focused Equity Fund Growth	₹42.9868 ↓ -0.06	₹6,794	9.8	24.9	40.1	22.2	22	29.8
Nippon India Focused Equity Fund Growth	₹105.783 ↓ -0.06	₹7,608	4.4	17.7	34	18.9	17.2	27.1
Principal Focused Multicap Fund Growth	₹146.268 ↓ -0.27	₹1,017	8.7	23.2	35.4	18	17.9	24.4
Aditya Birla Sun Life Focused Equity Fund Growth	₹123.049 ↓ -1.06	₹7,056	7.4	24.1	37	18	15.5	23
SBI Focused Equity Fund Growth	₹300.855 ↑ 1.11	₹32,190	7.9	16.2	32.7	17.2	16.3	22.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Apr 24

1. 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 16.2% since its launch. Ranked 39 in Focused category. Return for 2023 was 29.6% , 2022 was 18.3% and 2021 was 40.1% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund Growth
Launch Date	17 Sep 04
NAV (26 Apr 24)	₹190.152 ↓ -0.52 (-0.27 %)
Net Assets (Cr)	₹10,433 on 31 Mar 24
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.11
Sharpe Ratio	3.36
Information Ratio	1.37
Alpha Ratio	6.71
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 Mar 19	₹10,000
31 Mar 20	₹6,730
31 Mar 21	₹11,251
31 Mar 22	₹14,667
31 Mar 23	₹16,679
31 Mar 24	₹23,493

HDFC Focused 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 26 Apr 24

Duration	Returns
1 Month	3.7%
3 Month	9.3%
6 Month	26.8%
1 Year	41.7%
3 Year	29.7%
5 Year	19.6%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	29.6%
2022	18.3%
2021	40.1%
2020	4.2%
2019	3.8%
2018	-14.6%
2017	38.7%
2016	2.1%
2015	5%
2014	51.4%

Fund Manager information for HDFC Focused 30 Fund

Name	Since	Tenure
Roshi Jain	13 Jan 22	2.22 Yr.
Dhruv Muchhal	22 Jun 23	0.78 Yr.

Data below for HDFC Focused 30 Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	38.09%
Health Care	14.33%
Consumer Cyclical	9.78%
Technology	7.39%
Industrials	5.51%
Real Estate	4.27%
Utility	3.86%
Communication Services	3.31%

Asset Allocation

Asset Class	Value
Cash	11.17%
Equity	86.53%
Debt	2.3%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	9%	₹931 Cr	8,850,000 ↑ 400,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	9%	₹912 Cr	6,500,000 ↑ 675,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	6%	₹602 Cr	5,600,000 ↑ 1,700,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 22 \| 500087	5%	₹533 Cr	3,600,000
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	5%	₹486 Cr	6,500,000
SBI Life Insurance Company Limited (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	5%	₹450 Cr	2,900,000 ↑ 100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Aug 20 \| HAL	4%	₹432 Cr	1,400,000
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	4%	₹416 Cr	2,500,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Aug 22 \| APOLLOHOSP	4%	₹381 Cr	625,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	3%	₹326 Cr	2,900,000

2. ICICI Prudential 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.

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. Ranked 65 in Focused category. Return for 2023 was 28.3% , 2022 was 6% and 2021 was 36.1% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund Growth
Launch Date	28 May 09
NAV (26 Apr 24)	₹75.48 ↓ -0.17 (-0.22 %)
Net Assets (Cr)	₹7,583 on 31 Mar 24
Category	Equity - Focused
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.99
Sharpe Ratio	3.18
Information Ratio	0.95
Alpha Ratio	9.4
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 Mar 19	₹10,000
31 Mar 20	₹7,450
31 Mar 21	₹12,971
31 Mar 22	₹16,076
31 Mar 23	₹16,622
31 Mar 24	₹24,512

ICICI Prudential Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for ICICI Prudential 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 26 Apr 24

Duration	Returns
1 Month	2.8%
3 Month	11.3%
6 Month	30%
1 Year	46.5%
3 Year	24.6%
5 Year	19.7%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.3%
2022	6%
2021	36.1%
2020	24.6%
2019	0.4%
2018	-2.7%
2017	23.4%
2016	10.6%
2015	-5.2%
2014	39.6%

Fund Manager information for ICICI Prudential Focused Equity Fund

Name	Since	Tenure
Anish Tawakley	1 May 23	0.92 Yr.
Vaibhav Dusad	8 Aug 22	1.65 Yr.
Sharmila D’mello	31 Jul 22	1.67 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	22.14%
Health Care	19.01%
Industrials	16.96%
Communication Services	7.02%
Consumer Cyclical	6.27%
Consumer Defensive	6.09%
Energy	5.27%
Real Estate	4.76%
Technology	4.73%
Utility	3.4%
Basic Materials	2.33%

Asset Allocation

Asset Class	Value
Cash	2.04%
Equity	97.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| ICICIBANK	9%	₹672 Cr	6,387,257 ↑ 400,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	8%	₹552 Cr	3,499,688 ↓ -116,830
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 21 \| RELIANCE	5%	₹381 Cr	1,303,918
Infosys Ltd (Technology) Equity, Since 30 Jun 09 \| INFY	5%	₹342 Cr	2,041,542 ↓ -38,601
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	4%	₹325 Cr	2,895,335 ↑ 301,569
Siemens Ltd (Industrials) Equity, Since 31 May 23 \| 500550	4%	₹304 Cr	649,936 ↑ 10,615
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 30 Apr 23 \| 540376	4%	₹292 Cr	744,693 ↑ 45,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	3%	₹249 Cr	716,787
NTPC Ltd (Utilities) Equity, Since 30 Nov 22 \| 532555	3%	₹246 Cr	7,336,107
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| 532343	3%	₹244 Cr	1,142,523

3. 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 14.5% since its launch. Ranked 28 in Focused category. Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (26 Apr 24)	₹96.4931 ↓ -0.27 (-0.28 %)
Net Assets (Cr)	₹11,160 on 31 Mar 24
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.87
Sharpe Ratio	2.9
Information Ratio	0.46
Alpha Ratio	4.14
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 Mar 19	₹10,000
31 Mar 20	₹7,050
31 Mar 21	₹12,637
31 Mar 22	₹15,670
31 Mar 23	₹16,230
31 Mar 24	₹22,731

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 26 Apr 24

Duration	Returns
1 Month	3.4%
3 Month	9.4%
6 Month	25.2%
1 Year	40.4%
3 Year	23%
5 Year	18.2%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23.5%
2022	8.9%
2021	39.4%
2020	10.9%
2019	10.9%
2018	-8.8%
2017	37.4%
2016	5%
2015	1.5%
2014	79.6%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	2.45 Yr.
Varun Sharma	1 Apr 23	1 Yr.
Sandeep Manam	18 Oct 21	2.45 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	31.43%
Industrials	14.02%
Consumer Cyclical	11.36%
Health Care	10.16%
Technology	8.01%
Basic Materials	5.76%
Communication Services	4.62%
Energy	4.54%
Real Estate	4.06%
Consumer Defensive	1.87%

Asset Allocation

Asset Class	Value
Cash	4.18%
Equity	95.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹884 Cr	8,400,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	8%	₹856 Cr	6,100,000 ↑ 225,000
Infosys Ltd (Technology) Equity, Since 31 Oct 21 \| INFY	7%	₹720 Cr	4,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	5%	₹600 Cr	1,725,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹564 Cr	3,575,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	5%	₹548 Cr	3,700,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	5%	₹516 Cr	4,800,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	5%	₹506 Cr	4,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹497 Cr	1,700,000 ↑ 104,065
Sobha Ltd (Real Estate) Equity, Since 31 Aug 17 \| SOBHA	4%	₹445 Cr	2,840,000

4. IIFL Focused Equity Fund

(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.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch. Return for 2023 was 29.8% , 2022 was -0.9% and 2021 was 36.4% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund Growth
Launch Date	30 Oct 14
NAV (26 Apr 24)	₹42.9868 ↓ -0.06 (-0.13 %)
Net Assets (Cr)	₹6,794 on 31 Mar 24
Category	Equity - Focused
AMC	IIFL Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.2
Sharpe Ratio	2.4
Information Ratio	0.09
Alpha Ratio	-0.84
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 Mar 19	₹10,000
31 Mar 20	₹8,587
31 Mar 21	₹15,116
31 Mar 22	₹18,518
31 Mar 23	₹18,963
31 Mar 24	₹25,977

IIFL Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for IIFL 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 26 Apr 24

Duration	Returns
1 Month	6%
3 Month	9.8%
6 Month	24.9%
1 Year	40.1%
3 Year	22.2%
5 Year	22%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	29.8%
2022	-0.9%
2021	36.4%
2020	23.8%
2019	27.3%
2018	-6.8%
2017	30%
2016	9.9%
2015	1.8%
2014

Fund Manager information for IIFL Focused Equity Fund

Name	Since	Tenure
Mayur Patel	11 Nov 19	4.39 Yr.

Data below for IIFL Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	29.03%
Consumer Cyclical	15.82%
Industrials	11.77%
Technology	11.05%
Communication Services	9.57%
Basic Materials	5.72%
Utility	5.39%
Energy	5.27%
Health Care	3.84%

Asset Allocation

Asset Class	Value
Cash	2.54%
Equity	97.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 17 \| HDFCBANK	8%	₹516 Cr	3,679,756 ↑ 347,984
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 May 21 \| TATAMOTORS	7%	₹483 Cr	5,080,304
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	7%	₹483 Cr	4,587,007
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	7%	₹449 Cr	2,682,925 ↑ 118,702
NTPC Ltd (Utilities) Equity, Since 31 Mar 22 \| 532555	5%	₹357 Cr	10,651,117
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	4%	₹292 Cr	839,700 ↓ -191,437
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Sep 23 \| 534816	4%	₹263 Cr	10,399,446 ↑ 748,312
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jul 19 \| BHARTIARTL	4%	₹261 Cr	2,326,803 ↑ 354,337
Motherson Sumi Wiring India Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 543498	4%	₹260 Cr	37,124,761
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 23 \| CHOLAFIN	4%	₹238 Cr	2,187,025 ↑ 178,922

5. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch. Ranked 30 in Focused category. Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund Growth
Launch Date	26 Dec 06
NAV (26 Apr 24)	₹105.783 ↓ -0.06 (-0.06 %)
Net Assets (Cr)	₹7,608 on 31 Mar 24
Category	Equity - Focused
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.98
Sharpe Ratio	2.02
Information Ratio	-0.45
Alpha Ratio	-3.45
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 Mar 19	₹10,000
31 Mar 20	₹6,770
31 Mar 21	₹13,420
31 Mar 22	₹16,352
31 Mar 23	₹16,233
31 Mar 24	₹21,504

Nippon India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Nippon 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 26 Apr 24

Duration	Returns
1 Month	4.6%
3 Month	4.4%
6 Month	17.7%
1 Year	34%
3 Year	18.9%
5 Year	17.2%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.1%
2022	7.7%
2021	36.6%
2020	16.1%
2019	7%
2018	-12.7%
2017	42.7%
2016	2.9%
2015	8.3%
2014	81.5%

Fund Manager information for Nippon India Focused Equity Fund

Name	Since	Tenure
Vinay Sharma	7 May 18	5.91 Yr.
Kinjal Desai	25 May 18	5.86 Yr.
Prateek Poddar	18 Jun 21	2.79 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	34.8%
Consumer Cyclical	18.78%
Industrials	10.46%
Technology	9.87%
Energy	6.16%
Consumer Defensive	4.69%
Communication Services	4.68%
Health Care	1.91%
Basic Materials	0.57%

Asset Allocation

Asset Class	Value
Cash	8.06%
Equity	91.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	9%	₹686 Cr	4,889,641 ↑ 675,300
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	8%	₹601 Cr	5,711,739
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| 532215	7%	₹503 Cr	4,682,989 ↓ -200,000
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	6%	₹476 Cr	2,841,614 ↓ -100,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	5%	₹363 Cr	1,244,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 18 \| ITC	5%	₹359 Cr	8,845,772 ↑ 750,000
State Bank of India (Financial Services) Equity, Since 28 Feb 17 \| SBIN	5%	₹350 Cr	4,683,950 ↓ -1,700,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 21 \| SBICARD	4%	₹295 Cr	4,096,527
3M India Ltd (Industrials) Equity, Since 30 Jun 22 \| 3MINDIA	4%	₹293 Cr	91,663 ↑ 5,530
Honeywell Automation India Ltd (Industrials) Equity, Since 31 Dec 12 \| HONAUT	4%	₹282 Cr	74,319 ↑ 8,750

6. 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 15.6% since its launch. Ranked 36 in Focused category. Return for 2023 was 24.4% , 2022 was -0.3% and 2021 was 33.7% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund Growth
Launch Date	11 Nov 05
NAV (26 Apr 24)	₹146.268 ↓ -0.27 (-0.18 %)
Net Assets (Cr)	₹1,017 on 29 Feb 24
Category	Equity - Focused
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.47
Sharpe Ratio	2.08
Information Ratio	-0.76
Alpha Ratio	-4.05
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 Mar 19	₹10,000
31 Mar 20	₹8,669
31 Mar 21	₹14,061
31 Mar 22	₹17,321
31 Mar 23	₹16,586
31 Mar 24	₹22,683

Principal Focused Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 26 Apr 24

Duration	Returns
1 Month	3.8%
3 Month	8.7%
6 Month	23.2%
1 Year	35.4%
3 Year	18%
5 Year	17.9%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.4%
2022	-0.3%
2021	33.7%
2020	19.7%
2019	11.8%
2018	-1.2%
2017	31.8%
2016	3.8%
2015	0.6%
2014	43.4%

Fund Manager information for Principal Focused Multicap Fund

Name	Since	Tenure
Ravi Gopalakrishnan	11 Oct 19	4.48 Yr.
Sudhir Kedia	16 May 22	1.88 Yr.

Data below for Principal Focused Multicap Fund as on 29 Feb 24

Equity Sector Allocation

Sector	Value
Financial Services	30.74%
Industrials	15.94%
Consumer Defensive	11.14%
Technology	10.38%
Health Care	8.03%
Energy	7.99%
Consumer Cyclical	5.74%
Basic Materials	3.25%
Communication Services	2.38%

Asset Allocation

Asset Class	Value
Cash	4.4%
Equity	95.6%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 05 \| RELIANCE	8%	₹81 Cr	278,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹77 Cr	550,000 ↑ 36,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹59 Cr	562,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 20 \| LT	5%	₹53 Cr	152,535
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	5%	₹50 Cr	671,000 ↑ 68,000
Canara Bank (Financial Services) Equity, Since 31 Jul 21 \| 532483	4%	₹45 Cr	790,000
Nestle India Ltd (Consumer Defensive) Equity, Since 31 Aug 23 \| NESTLEIND	4%	₹43 Cr	164,000
Infosys Ltd (Technology) Equity, Since 30 Nov 05 \| INFY	4%	₹39 Cr	235,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 543320	4%	₹36 Cr	2,198,000
Asian Paints Ltd (Basic Materials) Equity, Since 31 Jan 24 \| 500820	3%	₹33 Cr	117,000

7. 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 14.5% since its launch. Ranked 24 in Focused category. Return for 2023 was 23% , 2022 was 0.4% and 2021 was 26.7% .

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 (26 Apr 24)	₹123.049 ↓ -1.06 (-0.85 %)
Net Assets (Cr)	₹7,056 on 31 Mar 24
Category	Equity - Focused
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.93
Sharpe Ratio	2.66
Information Ratio	-0.82
Alpha Ratio	0.65
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 Mar 19	₹10,000
31 Mar 20	₹7,704
31 Mar 21	₹12,724
31 Mar 22	₹15,223
31 Mar 23	₹14,828
31 Mar 24	₹20,304

Aditya Birla Sun Life Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 26 Apr 24

Duration	Returns
1 Month	3.3%
3 Month	7.4%
6 Month	24.1%
1 Year	37%
3 Year	18%
5 Year	15.5%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23%
2022	0.4%
2021	26.7%
2020	16%
2019	11.3%
2018	-4.1%
2017	30.9%
2016	6.7%
2015	0%
2014	48.9%

Fund Manager information for Aditya Birla Sun Life Focused Equity Fund

Name	Since	Tenure
Kunal Sangoi	7 May 21	2.9 Yr.
Dhaval Joshi	21 Nov 22	1.36 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	33.7%
Technology	12.09%
Consumer Cyclical	10.78%
Industrials	7.9%
Consumer Defensive	7.27%
Energy	5.76%
Communication Services	5.21%
Basic Materials	4.99%
Health Care	3.59%
Utility	3.42%
Real Estate	2.99%

Asset Allocation

Asset Class	Value
Cash	2.3%
Equity	97.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹599 Cr	5,690,329
Infosys Ltd (Technology) Equity, Since 31 Oct 05 \| INFY	7%	₹515 Cr	3,079,468 ↓ -24,133
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	7%	₹505 Cr	3,600,062 ↑ 200,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 05 \| LT	6%	₹427 Cr	1,227,375
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 05 \| RELIANCE	6%	₹406 Cr	1,391,151
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	5%	₹347 Cr	3,092,038 ↑ 175,000
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	4%	₹288 Cr	3,854,511 ↓ -100,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 19 \| 532215	4%	₹285 Cr	2,648,645
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 Jul 22 \| TATAMOTORS	4%	₹284 Cr	2,989,082 ↓ -400,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Nov 22 \| SUNPHARMA	4%	₹253 Cr	1,603,930

8. SBI Focused Equity Fund

(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.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch. Ranked 32 in Focused category. Return for 2023 was 22.2% , 2022 was -8.5% and 2021 was 43% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (25 Apr 24)	₹300.855 ↑ 1.11 (0.37 %)
Net Assets (Cr)	₹32,190 on 31 Mar 24
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.65
Sharpe Ratio	2.52
Information Ratio	-0.38
Alpha Ratio	6.96
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 Mar 19	₹10,000
31 Mar 20	₹8,524
31 Mar 21	₹13,310
31 Mar 22	₹16,612
31 Mar 23	₹15,491
31 Mar 24	₹20,818

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for SBI 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 26 Apr 24

Duration	Returns
1 Month	2.9%
3 Month	7.9%
6 Month	16.2%
1 Year	32.7%
3 Year	17.2%
5 Year	16.3%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.2%
2022	-8.5%
2021	43%
2020	14.5%
2019	16.1%
2018	-3.8%
2017	44.7%
2016	2.2%
2015	4.3%
2014	58%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	14.93 Yr.
Mohit Jain	30 Nov 17	6.34 Yr.

Data below for SBI Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation

Sector	Value
Financial Services	39.12%
Communication Services	16.28%
Consumer Cyclical	10.44%
Health Care	9.81%
Consumer Defensive	8.46%
Basic Materials	6.87%
Industrials	3.68%

Asset Allocation

Asset Class	Value
Cash	5.34%
Equity	94.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	8%	₹2,525 Cr	24,000,000
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	7%	₹2,182 Cr	1,900,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	7%	₹2,020 Cr	27,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	6%	₹1,995 Cr	15,300,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	5%	₹1,670 Cr	11,900,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive) Equity, Since 30 Jun 13 \| PGHH	5%	₹1,584 Cr	1,006,101
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	5%	₹1,500 Cr	4,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	5%	₹1,460 Cr	13,000,000 ↓ -4,900,000
Bajaj Finance Ltd (Financial Services) Equity, Since 28 Feb 18 \| 500034	4%	₹1,364 Cr	2,100,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	4%	₹1,363 Cr	18,892,784

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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.

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.