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8 Best Performing Focused Mutual Funds to Invest In 2021

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8 Best Performing Focused Funds 2021

Updated on October 13, 2021 , 38916 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 21 - 22

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
IIFL Focused Equity Fund Growth ₹31.4483
↑ 0.30
₹2,28517.134.466.431.219.623.8
SBI Focused Equity Fund Growth ₹248.738
↑ 1.94
₹19,42915.333.370.32618.814.5
Principal Focused Multicap Fund Growth ₹115.6
↑ 1.34
₹65814.531.466.125.817.719.7
Axis Focused 25 Fund Growth ₹50.31
↑ 0.60
₹19,73620.135.764.725.120.221
Nippon India Focused Equity Fund Growth ₹81.3683
↑ 0.45
₹5,62616.130.380.324.715.616.1
Franklin India Focused Equity Fund Growth ₹67.6258
↑ 0.62
₹7,75512.231.282.623.816.310.9
ICICI Prudential Focused Equity Fund Growth ₹51.01
↑ 0.34
₹2,08814.630.668.220.515.124.6
Aditya Birla Sun Life Focused Equity Fund Growth ₹95.1968
↑ 0.68
₹5,30913.927.554.620.514.816
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

1. 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 17.9% since its launch.  Return for 2020 was 23.8% , 2019 was 27.3% and 2018 was -6.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (14 Oct 21) ₹31.4483 ↑ 0.30   (0.95 %)
Net Assets (Cr) ₹2,285 on 31 Aug 21
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.72
Information Ratio 0.79
Alpha Ratio 15.44
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
30 Sep 16₹10,000
30 Sep 17₹11,168
30 Sep 18₹11,116
30 Sep 19₹13,346
30 Sep 20₹14,265
30 Sep 21₹23,299

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 ₹493,520.
Net Profit of ₹193,520
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 14 Oct 21

DurationReturns
1 Month 5.7%
3 Month 17.1%
6 Month 34.4%
1 Year 66.4%
3 Year 31.2%
5 Year 19.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 191.81 Yr.

Data below for IIFL Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services33.12%
Consumer Cyclical15.29%
Technology11.29%
Industrials9.35%
Basic Materials8.59%
Health Care6.5%
Communication Services5.94%
Energy3.1%
Consumer Defensive2.05%
Utility1.79%
Asset Allocation
Asset ClassValue
Cash2.98%
Equity97.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹212 Cr2,947,647
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
7%₹168 Cr982,576
↑ 64,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
7%₹150 Cr950,214
↑ 347,415
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
5%₹118 Cr1,495,561
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹105 Cr629,214
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹94 Cr1,421,694
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 18 | SRF
4%₹92 Cr91,220
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹90 Cr120,188
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹90 Cr169,967
↑ 23,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹88 Cr2,058,358
↑ 148,358

2. 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 20.6% since its launch.  Ranked 32 in Focused category.  Return for 2020 was 14.5% , 2019 was 16.1% and 2018 was -3.8% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (14 Oct 21) ₹248.738 ↑ 1.94   (0.79 %)
Net Assets (Cr) ₹19,429 on 31 Aug 21
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.62
Information Ratio 0.42
Alpha Ratio -3.4
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,420
30 Sep 18₹12,239
30 Sep 19₹13,941
30 Sep 20₹13,733
30 Sep 21₹22,822

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 ₹481,656.
Net Profit of ₹181,656
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 14 Oct 21

DurationReturns
1 Month 4.5%
3 Month 15.3%
6 Month 33.3%
1 Year 70.3%
3 Year 26%
5 Year 18.8%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -10.6%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0912.34 Yr.

Data below for SBI Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services23.53%
Communication Services16.26%
Consumer Cyclical13.71%
Consumer Defensive13.09%
Health Care11.01%
Utility6.37%
Industrials5.15%
Technology3.42%
Basic Materials3.24%
Asset Allocation
Asset ClassValue
Cash4.23%
Equity95.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
7%₹1,363 Cr9,000,000
↑ 1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹1,129 Cr17,000,000
↑ 4,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
6%₹1,107 Cr7,000,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹1,058 Cr50,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,035 Cr2,000,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
5%₹973 Cr235,000
↑ 235,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
5%₹920 Cr663,389
↑ 73,389
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | KOTAKBANK
5%₹877 Cr5,000,000
↑ 900,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 29 Feb 20 | 540376
4%₹831 Cr2,100,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹828 Cr1,100,000

3. 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 16.6% since its launch.  Ranked 36 in Focused category.  Return for 2020 was 19.7% , 2019 was 11.8% and 2018 was -1.2% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (14 Oct 21) ₹115.6 ↑ 1.34   (1.17 %)
Net Assets (Cr) ₹658 on 31 Aug 21
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 2.85
Information Ratio 0
Alpha Ratio 0
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
30 Sep 16₹10,000
30 Sep 17₹11,254
30 Sep 18₹11,886
30 Sep 19₹12,630
30 Sep 20₹13,219
30 Sep 21₹21,321

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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Principal Focused Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21

DurationReturns
1 Month 6.5%
3 Month 14.5%
6 Month 31.4%
1 Year 66.1%
3 Year 25.8%
5 Year 17.7%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25.7%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 191.89 Yr.

Data below for Principal Focused Multicap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services33.45%
Technology13%
Basic Materials12.77%
Industrials10.85%
Energy9.08%
Health Care6.25%
Consumer Defensive5.6%
Consumer Cyclical3.7%
Asset Allocation
Asset ClassValue
Cash5.29%
Equity94.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
8%₹53 Cr311,470
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹47 Cr649,133
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 08 | HDFCBANK
6%₹40 Cr252,831
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
6%₹38 Cr169,781
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹33 Cr117,412
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
4%₹26 Cr34,525
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532504
4%₹26 Cr63,784
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | 540376
4%₹26 Cr64,955
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹25 Cr595,460
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
4%₹23 Cr140,450

4. 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 19% since its launch.  Ranked 7 in Focused category.  Return for 2020 was 21% , 2019 was 14.7% and 2018 was 0.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (14 Oct 21) ₹50.31 ↑ 0.60   (1.21 %)
Net Assets (Cr) ₹19,736 on 31 Aug 21
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.56
Information Ratio 0.1
Alpha Ratio 1.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹12,335
30 Sep 18₹13,492
30 Sep 19₹14,821
30 Sep 20₹14,765
30 Sep 21₹23,906

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 ₹505,644.
Net Profit of ₹205,644
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 14 Oct 21

DurationReturns
1 Month 7.1%
3 Month 20.1%
6 Month 35.7%
1 Year 64.7%
3 Year 25.1%
5 Year 20.2%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21%
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 165.24 Yr.
Hitesh Das2 Nov 200.83 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services29.02%
Technology13.71%
Consumer Cyclical11.5%
Basic Materials9.64%
Health Care8.9%
Communication Services7.88%
Consumer Defensive7.83%
Energy3.43%
Utility1.21%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹2,009 Cr2,670,167
↓ -170,052
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹1,674 Cr4,420,804
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
8%₹1,555 Cr2,515,759
↑ 30,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹1,546 Cr3,908,882
↑ 50,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹1,205 Cr2,328,887
↑ 230,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹1,160 Cr5,087,425
↑ 75,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹1,056 Cr3,775,161
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
5%₹931 Cr5,308,728
↓ -13,457
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹893 Cr4,088,599
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
4%₹812 Cr5,136,460

5. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

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

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 30 in Focused category.  Return for 2020 was 16.1% , 2019 was 7% and 2018 was -12.7% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (14 Oct 21) ₹81.3683 ↑ 0.45   (0.55 %)
Net Assets (Cr) ₹5,626 on 31 Aug 21
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.31
Information Ratio 0.04
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.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,450
30 Sep 18₹11,294
30 Sep 19₹11,626
30 Sep 20₹11,424
30 Sep 21₹20,035

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 ₹447,579.
Net Profit of ₹147,579
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 14 Oct 21

DurationReturns
1 Month 7.9%
3 Month 16.1%
6 Month 30.3%
1 Year 80.3%
3 Year 24.7%
5 Year 15.6%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -28.6%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 183.32 Yr.
Kinjal Desai25 May 183.27 Yr.
Prateek Poddar18 Jun 210.2 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services33.62%
Communication Services10.68%
Technology9.09%
Industrials8.98%
Consumer Cyclical7.97%
Energy7.66%
Consumer Defensive6.79%
Health Care3.95%
Basic Materials2.4%
Asset Allocation
Asset ClassValue
Cash7.85%
Equity92.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
7%₹417 Cr5,801,100
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
7%₹417 Cr9,782,075
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFCBANK
7%₹381 Cr2,411,832
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 20 | BHARTIARTL
6%₹365 Cr5,500,000
↓ -400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹338 Cr4,299,964
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹335 Cr1,962,398
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹271 Cr1,199,209
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹229 Cr10,851,409
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 20 | SUNPHARMA
4%₹222 Cr2,800,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹164 Cr12,159,298

6. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 28 in Focused category.  Return for 2020 was 10.9% , 2019 was 10.9% and 2018 was -8.8% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (14 Oct 21) ₹67.6258 ↑ 0.62   (0.92 %)
Net Assets (Cr) ₹7,755 on 31 Aug 21
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.27
Information Ratio 0.12
Alpha Ratio -7.23
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,444
30 Sep 18₹11,761
30 Sep 19₹12,532
30 Sep 20₹11,086
30 Sep 21₹20,542

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 ₹458,689.
Net Profit of ₹158,689
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 14 Oct 21

DurationReturns
1 Month 5.4%
3 Month 12.2%
6 Month 31.2%
1 Year 82.6%
3 Year 23.8%
5 Year 16.3%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 165.33 Yr.
Roshi Jain9 Jul 129.15 Yr.
Mayank Bukrediwala24 Aug 201.02 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services36.02%
Industrials14.29%
Basic Materials7.85%
Energy7.72%
Health Care7.17%
Utility6.99%
Communication Services4.8%
Real Estate3.63%
Consumer Defensive1.29%
Consumer Cyclical1.08%
Asset Allocation
Asset ClassValue
Cash9.15%
Equity90.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹791 Cr11,000,000
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹733 Cr17,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹495 Cr6,300,000
↓ -512,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹385 Cr2,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹372 Cr5,600,000
↓ -1,400,000
NTPC Ltd (Utilities)
Equity, Since 31 Jan 17 | 532555
5%₹359 Cr31,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹330 Cr7,000,000
↓ -300,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 May 20 | FEDERALBNK
4%₹309 Cr38,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹300 Cr1,900,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | 532784
4%₹281 Cr4,517,863

7. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

An equity fund that aims to generate capital appreciation by investing in equity and equity related securities of large market capitalisation companies, with an option to withdraw investment periodically based on triggers.

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 65 in Focused category.  Return for 2020 was 24.6% , 2019 was 0.4% and 2018 was -2.7% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (14 Oct 21) ₹51.01 ↑ 0.34   (0.67 %)
Net Assets (Cr) ₹2,088 on 31 Aug 21
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 2.82
Information Ratio -0.08
Alpha Ratio -0.56
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
30 Sep 16₹10,000
30 Sep 17₹10,744
30 Sep 18₹12,245
30 Sep 19₹11,493
30 Sep 20₹11,994
30 Sep 21₹19,562

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 ₹447,579.
Net Profit of ₹147,579
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 14 Oct 21

DurationReturns
1 Month 6%
3 Month 14.6%
6 Month 30.6%
1 Year 68.2%
3 Year 20.5%
5 Year 15.1%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -23.8%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Priyanka Khandelwal8 Jul 201.15 Yr.
Prakash Goel18 Jan 210.62 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services33.95%
Technology13.62%
Basic Materials8.13%
Industrials6.96%
Health Care6.57%
Utility6.11%
Consumer Cyclical5.7%
Communication Services5.3%
Energy4.87%
Consumer Defensive3.74%
Real Estate2.24%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | HDFCBANK
7%₹141 Cr891,816
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
6%₹124 Cr1,730,107
↑ 120,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹122 Cr713,392
↓ -30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹111 Cr1,666,158
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
5%₹102 Cr450,000
↑ 450,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹94 Cr560,000
↑ 50,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | 532215
4%₹90 Cr1,150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹87 Cr1,100,000
↓ -123,639
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | 540719
4%₹87 Cr726,325
↑ 348,000
Tata Steel Ltd (Basic Materials)
Equity, Since 28 Feb 21 | TATASTEEL
4%₹84 Cr580,000
↓ -60,000

8. 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 15.2% since its launch.  Ranked 24 in Focused category.  Return for 2020 was 16% , 2019 was 11.3% and 2018 was -4.1% .

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 (14 Oct 21) ₹95.1968 ↑ 0.68   (0.72 %)
Net Assets (Cr) ₹5,309 on 31 Aug 21
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 2.74
Information Ratio -0.19
Alpha Ratio 2.82
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,661
30 Sep 18₹11,793
30 Sep 19₹12,454
30 Sep 20₹12,349
30 Sep 21₹19,511

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 ₹436,710.
Net Profit of ₹136,710
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 14 Oct 21

DurationReturns
1 Month 4.5%
3 Month 13.9%
6 Month 27.5%
1 Year 54.6%
3 Year 20.5%
5 Year 14.8%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16%
2019 11.3%
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
2014 48.9%
2013 9.1%
2012 36.4%
2011 -21.6%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Mahesh Patil29 Jul 1011.1 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services39.29%
Technology15.01%
Consumer Defensive8.3%
Health Care5.69%
Communication Services5.16%
Consumer Cyclical4.68%
Industrials4.46%
Energy3.83%
Basic Materials2.66%
Utility1.89%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash4.17%
Equity95.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹492 Cr6,842,416
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
8%₹446 Cr2,612,718
↓ -267,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
8%₹440 Cr2,780,413
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹274 Cr4,124,317
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
5%₹242 Cr3,078,714
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
4%₹237 Cr1,417,447
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
4%₹198 Cr262,973
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 12 | HCLTECH
3%₹186 Cr1,569,868
↑ 260,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
3%₹183 Cr671,782
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹182 Cr4,275,100
↑ 550,000

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

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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