Table of Contents
Top 8 Equity - Focused Funds
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.
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.
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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(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 Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. 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 Below is the key information for DSP BlackRock Focus Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. 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 Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on (Erstwhile Franklin India High Growth Companies Fund) An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors). 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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. 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 Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Focused Equity Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. 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 Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) HDFC Focused 30 Fund Growth ₹226.73
↑ 1.90 ₹18,560 10.3 2.3 13.8 25.4 29.7 24 ICICI Prudential Focused Equity Fund Growth ₹91.16
↑ 1.04 ₹11,019 15.2 3.8 15.4 24.9 26.4 26.5 DSP BlackRock Focus Fund Growth ₹54.366
↑ 0.59 ₹2,471 10.7 0.1 12.9 21.1 21.1 18.5 IIFL Focused Equity Fund Growth ₹47.0886
↑ 0.35 ₹6,961 10.4 -1.2 7.1 20.4 24.3 14.7 Franklin India Focused Equity Fund Growth ₹107.477
↑ 1.10 ₹11,968 11.5 -1.4 8 20.2 24.5 19.9 Aditya Birla Sun Life Focused Equity Fund Growth ₹141.728
↑ 1.53 ₹7,595 11.9 0.9 12.7 18.3 21.6 18.7 Nippon India Focused Equity Fund Growth ₹121.158
↑ 1.02 ₹8,193 13.7 1.9 9.9 17.7 25.2 10.1 SBI Focused Equity Fund Growth ₹346.142
↑ 0.75 ₹36,041 11.5 3.7 11.6 17.3 20.6 17.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25 1. HDFC Focused 30 Fund
CAGR/Annualized
return of 16.3% since its launch. Ranked 39 in Focused
category. Return for 2024 was 24% , 2023 was 29.6% and 2022 was 18.3% . HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (06 Jun 25) ₹226.73 ↑ 1.90 (0.84 %) Net Assets (Cr) ₹18,560 on 30 Apr 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.71 Information Ratio 1.84 Alpha Ratio 8.3 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 May 20 ₹10,000 31 May 21 ₹16,532 31 May 22 ₹19,957 31 May 23 ₹23,995 31 May 24 ₹33,763 31 May 25 ₹38,866 Returns for HDFC Focused 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 2.9% 3 Month 10.3% 6 Month 2.3% 1 Year 13.8% 3 Year 25.4% 5 Year 29.7% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 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% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.38 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Focused 30 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 39.91% Consumer Cyclical 21.03% Health Care 8.3% Technology 4.46% Industrials 3.57% Communication Services 3.01% Real Estate 2.88% Basic Materials 2.87% Asset Allocation
Asset Class Value Cash 13.7% Equity 86.03% Debt 0.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹1,712 Cr 12,000,000
↑ 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹1,694 Cr 8,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322159% ₹1,635 Cr 13,800,000
↑ 200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK4% ₹795 Cr 3,600,000
↑ 100,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹795 Cr 4,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹766 Cr 625,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5000874% ₹744 Cr 4,800,000
↑ 300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹711 Cr 4,533,004
↑ 533,004 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹559 Cr 3,000,000
↓ -200,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Sep 24 | TATASTEEL3% ₹532 Cr 38,000,000
↑ 5,000,000 2. ICICI Prudential Focused Equity Fund
CAGR/Annualized
return of 14.8% since its launch. Ranked 65 in Focused
category. Return for 2024 was 26.5% , 2023 was 28.3% and 2022 was 6% . ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (06 Jun 25) ₹91.16 ↑ 1.04 (1.15 %) Net Assets (Cr) ₹11,019 on 30 Apr 25 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio 0.5 Information Ratio 1.69 Alpha Ratio 8.19 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 May 20 ₹10,000 31 May 21 ₹15,896 31 May 22 ₹17,561 31 May 23 ₹20,179 31 May 24 ₹28,804 31 May 25 ₹33,371 Returns for ICICI Prudential Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 4.8% 3 Month 15.2% 6 Month 3.8% 1 Year 15.4% 3 Year 24.9% 5 Year 26.4% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.5% 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% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 2.81 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 31.67% Basic Materials 11.17% Industrials 10.44% Consumer Cyclical 9.16% Health Care 7.86% Communication Services 6.18% Real Estate 4.63% Consumer Defensive 4.45% Energy 3.76% Utility 3.08% Technology 3.06% Asset Allocation
Asset Class Value Cash 6.23% Equity 93.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹972 Cr 6,811,303
↓ -175,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK7% ₹751 Cr 3,902,593
↓ -433,311 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322156% ₹712 Cr 6,011,207
↑ 73,875 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 5325385% ₹567 Cr 487,101
↓ -9,685 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA5% ₹520 Cr 2,840,484
↓ -16,250 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹518 Cr 1,551,570
↑ 132,450 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹436 Cr 2,337,427 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 25 | RELIANCE4% ₹415 Cr 2,951,512
↑ 725,689 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 24 | PIDILITIND4% ₹389 Cr 1,282,388
↑ 44,893 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5002713% ₹368 Cr 2,816,594
↑ 166,400 3. DSP BlackRock Focus Fund
CAGR/Annualized
return of 12% since its launch. Ranked 27 in Focused
category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% . DSP BlackRock Focus Fund
Growth Launch Date 10 Jun 10 NAV (06 Jun 25) ₹54.366 ↑ 0.59 (1.09 %) Net Assets (Cr) ₹2,471 on 30 Apr 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.39 Information Ratio 0.4 Alpha Ratio 5.94 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,748 31 May 22 ₹15,733 31 May 23 ₹17,423 31 May 24 ₹24,038 31 May 25 ₹27,335 Returns for DSP BlackRock Focus Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 4.6% 3 Month 10.7% 6 Month 0.1% 1 Year 12.9% 3 Year 21.1% 5 Year 21.1% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 34.2% 2022 -4.5% 2021 22.3% 2020 9% 2019 18% 2018 -5.6% 2017 29.2% 2016 6.1% 2015 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 5 Yr. Bhavin Gandhi 1 Feb 24 1.33 Yr. Data below for DSP BlackRock Focus Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 35.18% Basic Materials 9.61% Health Care 9.31% Technology 9.16% Consumer Cyclical 5.92% Industrials 5% Real Estate 3.77% Energy 3.62% Communication Services 3.3% Consumer Defensive 2.46% Utility 2.12% Asset Allocation
Asset Class Value Cash 10.56% Equity 89.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000348% ₹192 Cr 221,914 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK7% ₹164 Cr 1,148,242 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹130 Cr 677,687 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322154% ₹110 Cr 932,100 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE4% ₹108 Cr 147,483 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹104 Cr 742,934 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹95 Cr 639,048 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹93 Cr 558,910 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 5005474% ₹89 Cr 2,883,018 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹87 Cr 494,234
↑ 154,754 4. IIFL Focused Equity Fund
CAGR/Annualized
return of 15.7% since its launch. Return for 2024 was 14.7% , 2023 was 29.8% and 2022 was -0.9% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (06 Jun 25) ₹47.0886 ↑ 0.35 (0.75 %) Net Assets (Cr) ₹6,961 on 30 Apr 25 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.87 Sharpe Ratio -0.16 Information Ratio 0.28 Alpha Ratio -2.41 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 May 20 ₹10,000 31 May 21 ₹16,796 31 May 22 ₹18,117 31 May 23 ₹21,463 31 May 24 ₹29,313 31 May 25 ₹30,946 Returns for IIFL Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 5.7% 3 Month 10.4% 6 Month -1.2% 1 Year 7.1% 3 Year 20.4% 5 Year 24.3% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.7% 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% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 5.56 Yr. Ashish Ongari 21 Feb 25 0.27 Yr. Data below for IIFL Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 31.35% Consumer Cyclical 14.31% Industrials 13.51% Communication Services 11.19% Technology 8.28% Health Care 6.62% Basic Materials 5.79% Consumer Defensive 1.54% Utility 1.05% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹660 Cr 3,429,979
↓ -166,624 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹522 Cr 3,660,280
↓ -100,772 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹409 Cr 2,723,538 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹383 Cr 2,052,063 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000345% ₹325 Cr 375,988
↑ 15,276 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹318 Cr 2,129,753
↓ -438,596 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348165% ₹317 Cr 7,775,699 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | DIVISLAB4% ₹302 Cr 496,387 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS4% ₹292 Cr 4,536,343 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO4% ₹249 Cr 1,540,025 5. Franklin India Focused Equity Fund
CAGR/Annualized
return of 14.2% since its launch. Ranked 28 in Focused
category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (06 Jun 25) ₹107.477 ↑ 1.10 (1.04 %) Net Assets (Cr) ₹11,968 on 30 Apr 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.03 Information Ratio 0.53 Alpha Ratio 0.13 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 May 20 ₹10,000 31 May 21 ₹17,722 31 May 22 ₹19,007 31 May 23 ₹22,059 31 May 24 ₹29,994 31 May 25 ₹32,116 Returns for Franklin India Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 3.8% 3 Month 11.5% 6 Month -1.4% 1 Year 8% 3 Year 20.2% 5 Year 24.5% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 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% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.62 Yr. Venkatesh Sanjeevi 4 Oct 24 0.66 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Data below for Franklin India Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 36.18% Consumer Cyclical 12.02% Health Care 9.43% Industrials 7.47% Technology 6.3% Communication Services 6.08% Energy 5.4% Basic Materials 4.17% Consumer Defensive 4.13% Real Estate 2.97% Asset Allocation
Asset Class Value Cash 5.86% Equity 94.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,309 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹1,184 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹727 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹711 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹646 Cr 4,600,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹586 Cr 3,200,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹546 Cr 23,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000875% ₹543 Cr 3,500,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS4% ₹484 Cr 1,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹429 Cr 350,000 6. Aditya Birla Sun Life Focused Equity Fund
CAGR/Annualized
return of 14.5% since its launch. Ranked 24 in Focused
category. Return for 2024 was 18.7% , 2023 was 23% and 2022 was 0.4% . Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (06 Jun 25) ₹141.728 ↑ 1.53 (1.09 %) Net Assets (Cr) ₹7,595 on 30 Apr 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.22 Information Ratio 0.04 Alpha Ratio 3.03 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 May 20 ₹10,000 31 May 21 ₹15,831 31 May 22 ₹16,956 31 May 23 ₹18,595 31 May 24 ₹24,272 31 May 25 ₹27,372 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 4.4% 3 Month 11.9% 6 Month 0.9% 1 Year 12.7% 3 Year 18.3% 5 Year 21.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 23% 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.07 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 33.15% Consumer Cyclical 15.23% Technology 11.92% Industrials 6.14% Energy 5.85% Consumer Defensive 5.49% Communication Services 4.58% Basic Materials 4.56% Utility 3.65% Health Care 3.08% Real Estate 2.74% Asset Allocation
Asset Class Value Cash 3.61% Equity 96.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹637 Cr 4,463,191
↓ -125,156 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹444 Cr 3,163,055 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK6% ₹422 Cr 2,193,113 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY5% ₹400 Cr 2,664,897
↑ 243,104 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL5% ₹348 Cr 1,867,700
↓ -350,036 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹332 Cr 2,800,369 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹315 Cr 943,553 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹277 Cr 7,824,503 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327554% ₹269 Cr 1,790,150
↑ 39,006 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE3% ₹253 Cr 1,433,549 7. Nippon India Focused Equity Fund
CAGR/Annualized
return of 14.5% since its launch. Ranked 30 in Focused
category. Return for 2024 was 10.1% , 2023 was 27.1% and 2022 was 7.7% . Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (06 Jun 25) ₹121.158 ↑ 1.02 (0.85 %) Net Assets (Cr) ₹8,193 on 30 Apr 25 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0.1 Information Ratio -0.32 Alpha Ratio 1.47 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 May 20 ₹10,000 31 May 21 ₹18,508 31 May 22 ₹20,295 31 May 23 ₹22,643 31 May 24 ₹29,337 31 May 25 ₹32,530 Returns for Nippon India Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 6.1% 3 Month 13.7% 6 Month 1.9% 1 Year 9.9% 3 Year 17.7% 5 Year 25.2% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 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% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 7.07 Yr. Kinjal Desai 25 May 18 7.02 Yr. Rishit Parikh 19 Aug 24 0.78 Yr. Data below for Nippon India Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 34.34% Consumer Cyclical 20.93% Industrials 11.9% Health Care 9.97% Energy 5.93% Technology 4.13% Basic Materials 3.33% Communication Services 2.53% Asset Allocation
Asset Class Value Cash 6.93% Equity 93.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹643 Cr 3,339,641 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322158% ₹640 Cr 5,396,932 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK7% ₹544 Cr 3,811,739 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE6% ₹486 Cr 3,460,167
↑ 95,103 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹338 Cr 2,255,027
↑ 150,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹317 Cr 3,634,210 3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA4% ₹287 Cr 95,302 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO3% ₹279 Cr 530,850
↓ -15,059 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 25 | GRASIM3% ₹273 Cr 998,096 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO3% ₹254 Cr 663,024 8. SBI Focused Equity Fund
CAGR/Annualized
return of 18.6% since its launch. Ranked 32 in Focused
category. Return for 2024 was 17.2% , 2023 was 22.2% and 2022 was -8.5% . SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (05 Jun 25) ₹346.142 ↑ 0.75 (0.22 %) Net Assets (Cr) ₹36,041 on 30 Apr 25 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.63 Sharpe Ratio 0.25 Information Ratio -0.2 Alpha Ratio 2.88 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 May 20 ₹10,000 31 May 21 ₹15,972 31 May 22 ₹17,052 31 May 23 ₹18,943 31 May 24 ₹24,383 31 May 25 ₹27,152 Returns for SBI Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 6 Jun 25 Duration Returns 1 Month 3.6% 3 Month 11.5% 6 Month 3.7% 1 Year 11.6% 3 Year 17.3% 5 Year 20.6% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 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% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.09 Yr. Data below for SBI Focused Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 32.19% Consumer Cyclical 19.59% Communication Services 9.61% Basic Materials 8.17% Consumer Defensive 6.02% Industrials 4.46% Health Care 3.63% Technology 3.33% Utility 2.99% Asset Allocation
Asset Class Value Cash 9.26% Equity 90% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK9% ₹3,273 Cr 17,000,000
↑ 2,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK6% ₹1,987 Cr 9,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹1,979 Cr 14,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS5% ₹1,844 Cr 1,400,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹1,756 Cr 9,000,000
↑ 7,214,089 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK4% ₹1,570 Cr 11,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333984% ₹1,519 Cr 7,000,000
↑ 656,906 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN4% ₹1,498 Cr 19,000,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | JUBLFOOD4% ₹1,492 Cr 20,859,231
↑ 1,416,082 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL4% ₹1,486 Cr 1,100,000
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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.
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.
A: The tax implications of focused funds will depend upon the type of focused funds. The tax implications are as follows:
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.
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.
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%).
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.