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8 Best Performing Focused Mutual Funds to Invest In 2022

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8 Best Performing Focused Funds 2022

Updated on June 22, 2022 , 43716 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 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
IIFL Focused Equity Fund Growth ₹25.8788
↑ 0.23
₹2,811-9.9-13.5-116.213.636.4
Nippon India Focused Equity Fund Growth ₹71.1275
↑ 1.02
₹5,644-6.1-4.23.914.610.436.6
ICICI Prudential Focused Equity Fund Growth ₹44.67
↑ 0.42
₹3,149-7-7.33.614.210.836.1
Principal Focused Multicap Fund Growth ₹95.0348
↑ 1.15
₹669-11.2-12.1-3.913.911.133.7
SBI Focused Equity Fund Growth ₹206.913
↑ 1.66
₹24,274-9.8-16.3-1.113.312.843
Franklin India Focused Equity Fund Growth ₹59.4315
↑ 0.49
₹7,421-6.5-6.92.312.310.539.4
HDFC Focused 30 Fund Growth ₹110.541
↑ 0.82
₹1,440-2.701411.98.240.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21

1. 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 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for 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.

DateValue
31 May 17₹10,000
31 May 18₹11,329
31 May 19₹12,428
31 May 20₹10,655
31 May 21₹16,079

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 ₹470,047.
Net Profit of ₹170,047
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 24 Dec 21

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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 13.2% since its launch.  Return for 2021 was 36.4% , 2020 was 23.8% and 2019 was 27.3% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (24 Jun 22) ₹25.8788 ↑ 0.23   (0.90 %)
Net Assets (Cr) ₹2,811 on 31 May 22
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.37
Information Ratio 0.46
Alpha Ratio 0.03
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.

DateValue
31 May 17₹10,000
31 May 18₹10,975
31 May 19₹12,487
31 May 20₹11,217
31 May 21₹18,840
31 May 22₹20,322

IIFL 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 ₹426,080.
Net Profit of ₹126,080
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 24 Dec 21

DurationReturns
1 Month -1.9%
3 Month -9.9%
6 Month -13.5%
1 Year -1%
3 Year 16.2%
5 Year 13.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 192.55 Yr.

Data below for IIFL Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services32.78%
Industrials12.6%
Technology10.54%
Basic Materials9.44%
Consumer Cyclical7.78%
Health Care5.6%
Communication Services4.32%
Energy4.18%
Consumer Defensive3.08%
Utility3.01%
Asset Allocation
Asset ClassValue
Cash6.67%
Equity93.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹230 Cr3,057,968
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
7%₹200 Cr1,441,118
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹166 Cr1,103,819
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹133 Cr1,897,327
↑ 286,235
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹130 Cr784,154
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹122 Cr2,603,526
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
4%₹116 Cr1,688,240
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 18 | SRF
4%₹104 Cr422,051
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | DRREDDY
3%₹95 Cr218,089
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
3%₹90 Cr2,483,216

3. 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 13.5% since its launch.  Ranked 30 in Focused category.  Return for 2021 was 36.6% , 2020 was 16.1% and 2019 was 7% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (24 Jun 22) ₹71.1275 ↑ 1.02   (1.45 %)
Net Assets (Cr) ₹5,644 on 31 May 22
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 0.51
Information Ratio 0.09
Alpha Ratio 1.76
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.

DateValue
31 May 17₹10,000
31 May 18₹10,864
31 May 19₹11,262
31 May 20₹8,533
31 May 21₹15,794
31 May 22₹17,318

Nippon 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 ₹395,578.
Net Profit of ₹95,578
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 24 Dec 21

DurationReturns
1 Month -1.4%
3 Month -6.1%
6 Month -4.2%
1 Year 3.9%
3 Year 14.6%
5 Year 10.4%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
2013 2.9%
2012 41.7%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 184.07 Yr.
Kinjal Desai25 May 184.02 Yr.
Prateek Poddar18 Jun 210.95 Yr.

Data below for Nippon India Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services33.59%
Consumer Cyclical14.62%
Industrials13.54%
Technology9.18%
Communication Services9.02%
Consumer Defensive6.71%
Energy5.36%
Health Care1.43%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹442 Cr5,951,100
↓ -850,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
7%₹402 Cr2,562,398
↑ 150,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | AXISBANK
7%₹386 Cr5,299,964
↓ -300,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
6%₹347 Cr7,000,000
↑ 500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 20 | HDFC
4%₹240 Cr1,075,000
↑ 350,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
4%₹235 Cr1,384,486
↓ -20,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹228 Cr8,775,409
↓ -300,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹224 Cr2,700,000
↑ 200,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 19 | CONCOR
3%₹183 Cr2,834,417
↓ -134,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
3%₹181 Cr649,209
↓ -100,000

4. 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 12.1% since its launch.  Ranked 65 in Focused category.  Return for 2021 was 36.1% , 2020 was 24.6% and 2019 was 0.4% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (24 Jun 22) ₹44.67 ↑ 0.42   (0.95 %)
Net Assets (Cr) ₹3,149 on 31 May 22
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 0.61
Information Ratio 0.09
Alpha Ratio 2.43
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.

DateValue
31 May 17₹10,000
31 May 18₹10,740
31 May 19₹11,357
31 May 20₹9,930
31 May 21₹15,784
31 May 22₹17,437

ICICI Prudential 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 ₹395,578.
Net Profit of ₹95,578
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 24 Dec 21

DurationReturns
1 Month -1.7%
3 Month -7%
6 Month -7.3%
1 Year 3.6%
3 Year 14.2%
5 Year 10.8%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
2013 9.2%
2012 30.9%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Priyanka Khandelwal8 Jul 201.9 Yr.
Prakash Goel18 Jan 211.37 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services39.04%
Technology14.8%
Consumer Cyclical7.54%
Industrials6.45%
Health Care5.62%
Energy5.33%
Communication Services4.61%
Real Estate3.83%
Basic Materials3.15%
Consumer Defensive1.56%
Utility1.2%
Asset Allocation
Asset ClassValue
Cash6.89%
Equity93.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
8%₹249 Cr3,353,107
↑ 800,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | M&M
5%₹167 Cr1,812,466
↑ 47,605
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
5%₹165 Cr590,000
↓ -30,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | HDFCBANK
5%₹164 Cr1,181,607
↑ 100,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
5%₹150 Cr958,054
↑ 70,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹150 Cr883,552
↑ 37,944
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 19 | HCLTECH
5%₹142 Cr1,318,762
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | AXISBANK
4%₹135 Cr1,852,750
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹135 Cr1,820,868
State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN
4%₹131 Cr2,649,183
↑ 449,183

5. 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 14.5% since its launch.  Ranked 36 in Focused category.  Return for 2021 was 33.7% , 2020 was 19.7% and 2019 was 11.8% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (24 Jun 22) ₹95.0348 ↑ 1.15   (1.23 %)
Net Assets (Cr) ₹669 on 31 May 22
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.15
Information Ratio 0.2
Alpha Ratio -2.82
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.

DateValue
31 May 17₹10,000
31 May 18₹10,925
31 May 19₹11,683
31 May 20₹10,464
31 May 21₹17,143
31 May 22₹17,966

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 ₹405,518.
Net Profit of ₹105,518
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 24 Dec 21

DurationReturns
1 Month -2.6%
3 Month -11.2%
6 Month -12.1%
1 Year -3.9%
3 Year 13.9%
5 Year 11.1%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 33.7%
2020 19.7%
2019 11.8%
2018 -1.2%
2017 31.8%
2016 3.8%
2015 0.6%
2014 43.4%
2013 3%
2012 34%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 192.64 Yr.
Sudhir Kedia16 May 220.04 Yr.

Data below for Principal Focused Multicap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services30.03%
Technology12.55%
Industrials11.87%
Energy6.9%
Consumer Cyclical6.83%
Basic Materials6.82%
Health Care5.23%
Consumer Defensive3.73%
Communication Services3.39%
Real Estate2.33%
Utility2.32%
Asset Allocation
Asset ClassValue
Cash8%
Equity92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹56 Cr755,230
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
7%₹49 Cr311,470
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹47 Cr169,781
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹30 Cr595,460
Canara Bank (Financial Services)
Equity, Since 31 Jul 21 | 532483
4%₹28 Cr1,213,820
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
4%₹26 Cr117,412
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | DMART
4%₹26 Cr64,955
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 21 | BAJAJFINSV
4%₹26 Cr17,122
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
3%₹24 Cr140,450
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
3%₹23 Cr677,624

6. 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 18.5% since its launch.  Ranked 32 in Focused category.  Return for 2021 was 43% , 2020 was 14.5% and 2019 was 16.1% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (24 Jun 22) ₹206.913 ↑ 1.66   (0.81 %)
Net Assets (Cr) ₹24,274 on 31 May 22
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.28
Information Ratio -0.1
Alpha Ratio 0.09
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
31 May 17₹10,000
31 May 18₹12,554
31 May 19₹13,433
31 May 20₹11,593
31 May 21₹18,516
31 May 22₹19,769

SBI 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 ₹415,684.
Net Profit of ₹115,684
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 24 Dec 21

DurationReturns
1 Month -2.5%
3 Month -9.8%
6 Month -16.3%
1 Year -1.1%
3 Year 13.3%
5 Year 12.8%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43%
2020 14.5%
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
2012 56.3%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0913.09 Yr.

Data below for SBI Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services32.85%
Communication Services15.6%
Health Care12.83%
Consumer Cyclical11.98%
Consumer Defensive8.22%
Utility4.81%
Basic Materials3.69%
Asset Allocation
Asset ClassValue
Cash10.02%
Equity89.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | MUTHOOTFIN
7%₹1,634 Cr12,940,293
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
6%₹1,412 Cr19,000,000
↑ 4,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,352 Cr3,000,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
5%₹1,340 Cr27,000,000
↑ 4,000,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | ABEA
5%₹1,268 Cr70,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
5%₹1,262 Cr900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹1,256 Cr17,000,000
↑ 1,362,743
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | KOTAKBANK
5%₹1,254 Cr7,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
5%₹1,246 Cr9,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
4%₹1,035 Cr25,000,000

7. 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 12.7% since its launch.  Ranked 28 in Focused category.  Return for 2021 was 39.4% , 2020 was 10.9% and 2019 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (24 Jun 22) ₹59.4315 ↑ 0.49   (0.83 %)
Net Assets (Cr) ₹7,421 on 31 May 22
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.37
Information Ratio -0.16
Alpha Ratio 0.22
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
31 May 17₹10,000
31 May 18₹10,567
31 May 19₹11,898
31 May 20₹8,998
31 May 21₹15,947
31 May 22₹17,103

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 ₹395,578.
Net Profit of ₹95,578
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 24 Dec 21

DurationReturns
1 Month -2%
3 Month -6.5%
6 Month -6.9%
1 Year 2.3%
3 Year 12.3%
5 Year 10.5%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 210.62 Yr.
Anand Radhakrishnan2 May 166.08 Yr.
Sandeep Manam18 Oct 210.62 Yr.

Data below for Franklin India Focused Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.45%
Industrials18.69%
Basic Materials6.49%
Communication Services5.46%
Consumer Defensive5.25%
Consumer Cyclical5.17%
Technology4.86%
Health Care4.14%
Utility3.36%
Energy3.35%
Real Estate2.7%
Asset Allocation
Asset ClassValue
Cash5.08%
Equity94.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹651 Cr4,700,000
↑ 600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹643 Cr8,650,000
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹449 Cr2,650,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
6%₹428 Cr8,625,000
↓ -875,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK
6%₹419 Cr5,750,000
↓ -250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹414 Cr5,600,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹368 Cr2,350,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | CIPLA
4%₹314 Cr3,200,000
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | ACC
3%₹262 Cr1,125,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 19 | GAIL
3%₹255 Cr16,000,000

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 14.5% since its launch.  Ranked 39 in Focused category.  Return for 2021 was 40.1% , 2020 was 4.2% and 2019 was 3.8% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (24 Jun 22) ₹110.541 ↑ 0.82   (0.75 %)
Net Assets (Cr) ₹1,440 on 31 May 22
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.65
Sharpe Ratio 1.28
Information Ratio -0.14
Alpha Ratio 12.52
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.

DateValue
31 May 17₹10,000
31 May 18₹10,378
31 May 19₹10,651
31 May 20₹7,721
31 May 21₹12,764
31 May 22₹15,408

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 ₹376,357.
Net Profit of ₹76,357
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 24 Dec 21

DurationReturns
1 Month -1.6%
3 Month -2.7%
6 Month 0%
1 Year 14%
3 Year 11.9%
5 Year 8.2%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
2013 -2.3%
2012 23%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 220.38 Yr.
Sankalp Baid22 Jan 211.36 Yr.

Data below for HDFC Focused 30 Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services34.22%
Industrials14.85%
Health Care9.09%
Technology6.41%
Consumer Cyclical6.3%
Utility5.57%
Basic Materials5.42%
Communication Services4.96%
Energy2.74%
Real Estate2.51%
Consumer Defensive1.94%
Asset Allocation
Asset ClassValue
Cash5.99%
Equity94.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹116 Cr835,000
↑ 105,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹113 Cr1,525,000
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
7%₹89 Cr1,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹65 Cr875,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | NTPC
4%₹56 Cr3,600,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 22 | DRREDDY
4%₹56 Cr135,000
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
4%₹47 Cr300,000
↑ 50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 19 | LT
4%₹47 Cr275,000
ACC Ltd (Basic Materials)
Equity, Since 31 Jul 20 | ACC
4%₹47 Cr200,000
↑ 10,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M
3%₹46 Cr500,000

How to Invest in Focused Mutual Funds Online?

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  2. Complete your Registration and KYC Process

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

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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.
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