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8 Best Performing Focused Mutual Funds to Invest In 2019

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8 Best Performing Focused Funds 2019

Updated on August 14, 2019 , 6393 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.

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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 ₹27.56
↑ 0.10
₹8,0443.58.9-5.312.413.30.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹56.8178
↑ 0.14
₹4,329-0.85.3-3.66.69-4.1
Sundaram Select Focus Fund Growth ₹176.583
↑ 0.26
₹1,0131.47.4-0.9118.71.2
Franklin India Focused Equity Fund Growth ₹38.6558
↑ 0.15
₹8,652-2.86.2-1.67.411.4-8.8
Motilal Oswal Focused 25 Fund  Growth ₹21.0338
↑ 0.13
₹1,1130.66.2-4.4810.1-4.2
Principal Focused Multicap Fund Growth ₹60.84
↓ -0.15
₹328-0.93.2-4.76.88.2-1.2
DSP BlackRock Focus Fund Growth ₹22.085
↑ 0.11
₹2,040-0.36.2-6.55.39.6-5.6
HDFC Focused 30 Fund Growth ₹71.727
↑ 0.25
₹495-3.44-7.54.25.9-14.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 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 15.3% 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 (16 Aug 19) ₹27.56 ↑ 0.10   (0.36 %)
Net Assets (Cr) ₹8,044 on 30 Jun 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio 0.14
Information Ratio 0.25
Alpha Ratio -6.91
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
31 Jul 14₹10,000
31 Jul 15₹12,554
31 Jul 16₹13,193
31 Jul 17₹16,481
31 Jul 18₹19,864
31 Jul 19₹18,546

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 ₹426,080.
Net Profit of ₹126,080
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 16 Aug 19

DurationReturns
1 Month -2.1%
3 Month 3.5%
6 Month 8.9%
1 Year -5.3%
3 Year 12.4%
5 Year 13.3%
10 Year
15 Year
Since launch 15.3%
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 162.65 Yr.

Data below for Axis Focused 25 Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services44.46%
Technology14.48%
Basic Materials12.85%
Consumer Cyclical11.43%
Consumer Defensive5.2%
Industrials3%
Health Care1.61%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
9%₹715 Cr4,706,457
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹637 Cr1,958,583
↑ 144,279
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹617 Cr2,799,005
↑ 130,296
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹582 Cr2,584,700
↓ -315,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹513 Cr722,220
↑ 70,170
Clearing Corporation Of India Ltd
CBLO | -
6%₹493 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹489 Cr2,303,287
↓ -19,669
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹435 Cr3,503,558
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹405 Cr2,730,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹377 Cr2,476,200

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 13.4% 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 (16 Aug 19) ₹56.8178 ↑ 0.14   (0.25 %)
Net Assets (Cr) ₹4,329 on 30 Jun 19
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.4
Information Ratio -0.64
Alpha Ratio -1.84
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
31 Jul 14₹10,000
31 Jul 15₹12,124
31 Jul 16₹12,688
31 Jul 17₹15,191
31 Jul 18₹15,969
31 Jul 19₹15,633

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 ₹376,357.
Net Profit of ₹76,357
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 16 Aug 19

DurationReturns
1 Month -6.2%
3 Month -0.8%
6 Month 5.3%
1 Year -3.6%
3 Year 6.6%
5 Year 9%
10 Year
15 Year
Since launch 13.4%
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 108.52 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services41.43%
Technology9.79%
Energy7.17%
Consumer Cyclical6.64%
Industrials6.52%
Consumer Defensive6.37%
Basic Materials5.14%
Health Care5.12%
Utility3.91%
Communication Services0.63%
Asset Allocation
Asset ClassValue
Cash7.25%
Equity92.72%
Debt0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹394 Cr1,749,106
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹386 Cr9,084,600
↑ 353,000
Clearing Corporation Of India Limited
CBLO | -
6%₹252 Cr
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
5%₹225 Cr2,832,488
↓ -48,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
5%₹223 Cr1,050,141
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹214 Cr1,541,652
↑ 186,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
5%₹204 Cr6,140,000
↑ 88,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹199 Cr1,704,766
↑ 290,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹159 Cr12,562,000
↑ 600,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 08 | ITC
4%₹152 Cr5,608,222
↓ -1,795,000

3. 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 18.3% 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 (16 Aug 19) ₹176.583 ↑ 0.26   (0.14 %)
Net Assets (Cr) ₹1,013 on 30 Jun 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.47
Information Ratio 0.15
Alpha Ratio -1.64
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
31 Jul 14₹10,000
31 Jul 15₹11,321
31 Jul 16₹11,263
31 Jul 17₹13,744
31 Jul 18₹15,444
31 Jul 19₹15,390

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 16 Aug 19

DurationReturns
1 Month -3.3%
3 Month 1.4%
6 Month 7.4%
1 Year -0.9%
3 Year 11%
5 Year 8.7%
10 Year
15 Year
Since launch 18.3%
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 162.81 Yr.

Data below for Sundaram Select Focus Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services46.07%
Energy7.44%
Industrials6.92%
Basic Materials6.85%
Consumer Cyclical6.63%
Consumer Defensive6.52%
Technology5.02%
Health Care4.27%
Utility3.07%
Communication Services2.32%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹93 Cr2,198,156
↓ -56,472
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹90 Cr397,759
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
7%₹73 Cr622,092
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
7%₹65 Cr426,450
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹61 Cr286,238
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹58 Cr863,592
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
5%₹49 Cr355,230
↑ 42,508
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 18 | TORNTPHARM
4%₹42 Cr249,108
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 13 | ITC
4%₹39 Cr1,451,815
↓ -564,229
Treps
CBLO/Reverse Repo | -
3%₹34 Cr

4. 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 11.9% 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 (16 Aug 19) ₹38.6558 ↑ 0.15   (0.40 %)
Net Assets (Cr) ₹8,652 on 30 Jun 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.71
Information Ratio -0.05
Alpha Ratio 7.18
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 Jul 14₹10,000
31 Jul 15₹13,829
31 Jul 16₹13,937
31 Jul 17₹16,874
31 Jul 18₹17,622
31 Jul 19₹17,714

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 ₹405,518.
Net Profit of ₹105,518
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 16 Aug 19

DurationReturns
1 Month -8.1%
3 Month -2.8%
6 Month 6.2%
1 Year -1.6%
3 Year 7.4%
5 Year 11.4%
10 Year
15 Year
Since launch 11.9%
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 163.08 Yr.
Roshi Jain9 Jul 126.9 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services30.04%
Basic Materials11.24%
Energy10.83%
Communication Services9.52%
Health Care7.52%
Utility5.31%
Industrials4.7%
Technology4.48%
Consumer Cyclical2.67%
Real Estate2.61%
Asset Allocation
Asset ClassValue
Equity91.36%
Other8.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
10%₹869 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹787 Cr18,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹759 Cr21,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹520 Cr15,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹483 Cr31,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
5%₹464 Cr1,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹445 Cr5,500,000
↓ -200,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
4%₹382 Cr27,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹376 Cr825,000
Abbott India Ltd (Healthcare)
Equity, Since 28 Feb 17 | 500488
4%₹356 Cr400,000

5. 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 12.6% 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 (16 Aug 19) ₹21.0338 ↑ 0.13   (0.64 %)
Net Assets (Cr) ₹1,113 on 30 Jun 19
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.16
Information Ratio -0.27
Alpha Ratio -6.57
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 Jul 14₹10,000
31 Jul 15₹13,270
31 Jul 16₹13,258
31 Jul 17₹16,183
31 Jul 18₹17,468
31 Jul 19₹16,415

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 ₹395,578.
Net Profit of ₹95,578
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 16 Aug 19

DurationReturns
1 Month -3.8%
3 Month 0.6%
6 Month 6.2%
1 Year -4.4%
3 Year 8%
5 Year 10.1%
10 Year
15 Year
Since launch 12.6%
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 136.07 Yr.
Siddharth Bothra23 Nov 162.52 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services49.96%
Industrials19.15%
Technology8.85%
Health Care7.39%
Consumer Cyclical6.06%
Consumer Defensive4.07%
Energy1.87%
Basic Materials1.11%
Asset Allocation
Asset ClassValue
Cash1.54%
Equity98.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
11%₹120 Cr491,800
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹90 Cr1,943,599
↑ 45,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
7%₹82 Cr1,881,600
↑ 96,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹68 Cr440,950
↑ 22,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
6%₹67 Cr452,362
↓ -20,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹65 Cr803,000
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹61 Cr273,590
↑ 62,000
ABB India Ltd (Industrials)
Equity, Since 30 Apr 17 | 500002
5%₹55 Cr343,264
↑ 2,801
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
5%₹52 Cr470,140
↓ -8,574
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
4%₹44 Cr596,900
↓ -26,000

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 14% 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 (16 Aug 19) ₹60.84 ↓ -0.15   (-0.25 %)
Net Assets (Cr) ₹328 on 30 Jun 19
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.83
Sharpe Ratio 0.34
Information Ratio 0
Alpha Ratio 0.02
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 Jul 14₹10,000
31 Jul 15₹11,780
31 Jul 16₹12,203
31 Jul 17₹14,519
31 Jul 18₹15,625
31 Jul 19₹14,898

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 16 Aug 19

DurationReturns
1 Month -4.5%
3 Month -0.9%
6 Month 3.2%
1 Year -4.7%
3 Year 6.8%
5 Year 8.2%
10 Year
15 Year
Since launch 14%
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
Dhimant Shah31 Jul 171.51 Yr.

Data below for Principal Focused Multicap Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services31.61%
Basic Materials14.92%
Consumer Defensive14.33%
Technology9.69%
Industrials7.39%
Energy6.2%
Consumer Cyclical5.08%
Health Care3.28%
Utility1.43%
Communication Services1.28%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 08 | HDFCBANK
9%₹27 Cr121,268
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
6%₹19 Cr164,446
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹18 Cr426,708
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹17 Cr114,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹15 Cr71,227
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
5%₹14 Cr531,900
↑ 33,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | 500696
4%₹14 Cr78,582
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 08 | 500387
4%₹12 Cr6,180
↓ -600
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
4%₹12 Cr145,500
↑ 4,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹11 Cr50,700
↓ -3,300

7. 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 9% 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 (16 Aug 19) ₹22.085 ↑ 0.11   (0.49 %)
Net Assets (Cr) ₹2,040 on 30 Jun 19
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0.29
Information Ratio -0.7
Alpha Ratio -1.38
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
31 Jul 14₹10,000
31 Jul 15₹13,073
31 Jul 16₹13,673
31 Jul 17₹15,893
31 Jul 18₹16,880
31 Jul 19₹15,929

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 ₹385,859.
Net Profit of ₹85,859
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 16 Aug 19

DurationReturns
1 Month -5.1%
3 Month -0.3%
6 Month 6.2%
1 Year -6.5%
3 Year 5.3%
5 Year 9.6%
10 Year
15 Year
Since launch 9%
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 180.66 Yr.
Jay Kothari11 Dec 144.47 Yr.

Data below for DSP BlackRock Focus Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services45.98%
Basic Materials13.79%
Consumer Cyclical12%
Industrials11.1%
Energy8.2%
Consumer Defensive4.33%
Health Care3.55%
Technology0.75%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
13%₹240 Cr1,066,689
↓ -56,036
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
10%₹180 Cr4,230,390
↓ -133,924
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
7%₹125 Cr1,074,315
↓ -118,891
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹124 Cr381,281
↓ -22,232
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 17 | LT
7%₹116 Cr835,005
↓ -104,421
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 16 | ITC
5%₹83 Cr3,085,132
↓ -139,376
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | MARUTI
4%₹68 Cr124,451
↓ -16,073
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 500387
4%₹68 Cr33,746
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
4%₹65 Cr1,752,923
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
4%₹64 Cr527,967
↓ -74,211

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 14.1% 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 (16 Aug 19) ₹71.727 ↑ 0.25   (0.34 %)
Net Assets (Cr) ₹495 on 30 Jun 19
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.72
Sharpe Ratio 0.21
Information Ratio -0.56
Alpha Ratio -0.34
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 Jul 14₹10,000
31 Jul 15₹11,656
31 Jul 16₹11,950
31 Jul 17₹14,672
31 Jul 18₹14,520
31 Jul 19₹13,824

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 ₹349,120.
Net Profit of ₹49,120
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 16 Aug 19

DurationReturns
1 Month -8%
3 Month -3.4%
6 Month 4%
1 Year -7.5%
3 Year 4.2%
5 Year 5.9%
10 Year
15 Year
Since launch 14.1%
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 0612.61 Yr.
Amar Kalkundrikar10 Jan 190.47 Yr.

Data below for HDFC Focused 30 Fund as on 30 Jun 19

Equity Sector Allocation
SectorValue
Financial Services25.84%
Industrials25.28%
Utility15.08%
Energy10.33%
Technology9.55%
Basic Materials7.68%
Consumer Defensive5.4%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹40 Cr947,400
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
8%₹39 Cr1,160,710
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
7%₹35 Cr435,896
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
7%₹33 Cr2,584,716
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
7%₹32 Cr140,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 19 | LT
6%₹28 Cr205,000
↑ 20,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
5%₹25 Cr932,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 10 | 500547
4%₹20 Cr593,300
↑ 149,300
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 19 | 532898
4%₹17 Cr800,000
↑ 800,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 18 | HINDPETRO
3%₹16 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.
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