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 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 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 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 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 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 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 Below is the key information for Principal Focused Multicap 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 (%) 2022 (%) HDFC Focused 30 Fund Growth ₹128.868
↓ -0.47 ₹3,610 -1.9 1.7 13.5 39.2 11.1 18.3 Nippon India Focused Equity Fund Growth ₹75.8264
↓ -0.97 ₹5,930 -4.4 -6 0.1 36.8 11.1 7.7 Franklin India Focused Equity Fund Growth ₹66.0857
↓ -0.42 ₹8,023 -4.8 -3.6 3.9 34.8 12.2 8.9 ICICI Prudential Focused Equity Fund Growth ₹49.64
↓ -0.46 ₹3,921 -3.1 -0.2 3.4 33.2 12.1 6 IIFL Focused Equity Fund Growth ₹29.582
↓ -0.15 ₹3,417 -0.6 0.4 3 32.9 16.9 -0.9 Aditya Birla Sun Life Focused Equity Fund Growth ₹86.619
↓ -0.71 ₹5,634 -5.2 -3.6 -2.7 27.3 9.8 0.4 Principal Focused Multicap Fund Growth ₹102.733
↓ -0.84 ₹771 -3.8 -4.8 -4 27.2 12.3 -0.3 SBI Focused Equity Fund Growth ₹217.023
↓ -1.28 ₹26,561 -3.9 -7 -5.4 25.1 11.2 -8.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23 1. HDFC Focused 30 Fund
CAGR/Annualized
return of 14.8% since its launch. Ranked 39 in Focused
category. Return for 2022 was 18.3% , 2021 was 40.1% and 2020 was 4.2% . HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (24 Mar 23) ₹128.868 ↓ -0.47 (-0.37 %) Net Assets (Cr) ₹3,610 on 28 Feb 23 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.55 Sharpe Ratio 0.91 Information Ratio 0.77 Alpha Ratio 13.61 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 28 Feb 18 ₹10,000 28 Feb 19 ₹8,719 29 Feb 20 ₹8,533 28 Feb 21 ₹10,932 28 Feb 22 ₹13,520 28 Feb 23 ₹15,980 Returns for HDFC Focused 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -1.7% 3 Month -1.9% 6 Month 1.7% 1 Year 13.5% 3 Year 39.2% 5 Year 11.1% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% 2015 5% 2014 51.4% 2013 -2.3% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 1.05 Yr. Priya Ranjan 1 May 22 0.76 Yr. Data below for HDFC Focused 30 Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 33.62% Technology 11.14% Industrials 9.69% Health Care 8.66% Consumer Cyclical 7.86% Utility 5.68% Energy 4.28% Communication Services 3.94% Real Estate 2.65% Consumer Defensive 0.62% Asset Allocation
Asset Class Value Cash 11.87% Equity 88.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹308 Cr 3,700,000
↑ 700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹293 Cr 1,825,000
↑ 125,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY5% ₹169 Cr 1,100,000
↑ 125,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH5% ₹157 Cr 1,400,000
↑ 148,415 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN4% ₹149 Cr 2,700,000
↑ 540,105 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M4% ₹145 Cr 1,050,000
↑ 94,151 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹133 Cr 1,725,000
↑ 125,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL4% ₹128 Cr 500,000
↑ 87,110 NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 5325554% ₹127 Cr 7,400,000 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹122 Cr 1,000,000
↑ 75,000 2. Nippon India Focused Equity Fund
CAGR/Annualized
return of 13.3% since its launch. Ranked 30 in Focused
category. Return for 2022 was 7.7% , 2021 was 36.6% and 2020 was 16.1% . Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (24 Mar 23) ₹75.8264 ↓ -0.97 (-1.27 %) Net Assets (Cr) ₹5,930 on 28 Feb 23 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.01 Sharpe Ratio -0.05 Information Ratio 0.22 Alpha Ratio 0.4 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,035 29 Feb 20 ₹9,312 28 Feb 21 ₹13,435 28 Feb 22 ₹15,453 28 Feb 23 ₹16,003 Returns for Nippon India Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -2.3% 3 Month -4.4% 6 Month -6% 1 Year 0.1% 3 Year 36.8% 5 Year 11.1% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 7.7% 2021 36.6% 2020 16.1% 2019 7% 2018 -12.7% 2017 42.7% 2016 2.9% 2015 8.3% 2014 81.5% 2013 2.9% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 4.74 Yr. Kinjal Desai 25 May 18 4.69 Yr. Prateek Poddar 18 Jun 21 1.62 Yr. Akshay Sharma 1 Dec 22 0.17 Yr. Data below for Nippon India Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 32.94% Industrials 13.43% Consumer Cyclical 11.13% Communication Services 9.53% Technology 9.45% Energy 7.66% Consumer Defensive 4.11% Health Care 2.47% Asset Allocation
Asset Class Value Cash 8.54% Equity 91.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322158% ₹467 Cr 5,359,888
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY7% ₹439 Cr 2,862,398 State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN5% ₹329 Cr 5,937,498 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK5% ₹292 Cr 3,511,739
↑ 420,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT4% ₹263 Cr 1,236,860
↓ -250,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC4% ₹252 Cr 7,158,008
↓ -300,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹250 Cr 1,064,209
↑ 100,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 20 | HDFC4% ₹249 Cr 950,687
↓ -100,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹240 Cr 3,315,300
↑ 150,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA4% ₹220 Cr 9,763,762
↑ 700,000 3. Franklin India Focused Equity Fund
CAGR/Annualized
return of 12.8% since its launch. Ranked 28 in Focused
category. Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (24 Mar 23) ₹66.0857 ↓ -0.42 (-0.63 %) Net Assets (Cr) ₹8,023 on 28 Feb 23 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.15 Information Ratio 0.27 Alpha Ratio 3.5 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,551 29 Feb 20 ₹10,000 28 Feb 21 ₹13,561 28 Feb 22 ₹16,125 28 Feb 23 ₹17,211 Returns for Franklin India Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -3% 3 Month -4.8% 6 Month -3.6% 1 Year 3.9% 3 Year 34.8% 5 Year 12.2% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 8.9% 2021 39.4% 2020 10.9% 2019 10.9% 2018 -8.8% 2017 37.4% 2016 5% 2015 1.5% 2014 79.6% 2013 9.2% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 1.29 Yr. Anand Radhakrishnan 2 May 16 6.76 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 34.65% Industrials 20.26% Health Care 7.64% Consumer Cyclical 7.1% Technology 5.33% Basic Materials 5.28% Consumer Defensive 5.19% Communication Services 4.75% Energy 2.56% Real Estate 2.29% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹818 Cr 5,100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹720 Cr 8,650,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT6% ₹520 Cr 2,450,000
↓ -200,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY5% ₹441 Cr 2,875,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322155% ₹433 Cr 4,970,000
↓ -480,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL5% ₹393 Cr 5,100,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹353 Cr 3,466,950 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹343 Cr 6,200,000
↓ -1,000,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI4% ₹323 Cr 2,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI3% ₹289 Cr 325,000
↑ 21,247 4. ICICI Prudential Focused Equity Fund
CAGR/Annualized
return of 12.3% since its launch. Ranked 65 in Focused
category. Return for 2022 was 6% , 2021 was 36.1% and 2020 was 24.6% . ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (24 Mar 23) ₹49.64 ↓ -0.46 (-0.92 %) Net Assets (Cr) ₹3,921 on 28 Feb 23 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.2 Information Ratio 0.71 Alpha Ratio 3.98 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,827 29 Feb 20 ₹9,394 28 Feb 21 ₹13,622 28 Feb 22 ₹16,240 28 Feb 23 ₹17,465 Returns for ICICI Prudential Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -2% 3 Month -3.1% 6 Month -0.2% 1 Year 3.4% 3 Year 33.2% 5 Year 12.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 6% 2021 36.1% 2020 24.6% 2019 0.4% 2018 -2.7% 2017 23.4% 2016 10.6% 2015 -5.2% 2014 39.6% 2013 9.2% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Sankaran Naren 8 Aug 22 0.48 Yr. Vaibhav Dusad 8 Aug 22 0.48 Yr. Sharmila D’mello 31 Jul 22 0.51 Yr. Data below for ICICI Prudential Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 36.15% Consumer Cyclical 13.28% Health Care 7.38% Consumer Defensive 6.98% Industrials 6.95% Communication Services 6.7% Technology 5.51% Energy 5.21% Basic Materials 3.75% Utility 3.09% Real Estate 2.14% Asset Allocation
Asset Class Value Cash 2.86% Equity 97.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK8% ₹308 Cr 3,696,478
↑ 285,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA7% ₹291 Cr 2,809,503
↓ -75,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | HDFCBANK6% ₹245 Cr 1,529,810
↑ 89,203 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY6% ₹217 Cr 1,414,995
↓ -6,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MARUTI5% ₹203 Cr 227,780
↓ -17,325 State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN5% ₹193 Cr 3,486,096
↑ 295,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹149 Cr 1,928,693
↓ -140,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 21 | ULTRACEMCO4% ₹148 Cr 208,420
↑ 11,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT4% ₹147 Cr 692,098
↓ -27,112 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE3% ₹133 Cr 563,482
↑ 37,000 5. IIFL Focused Equity Fund
CAGR/Annualized
return of 13.8% since its launch. Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (24 Mar 23) ₹29.582 ↓ -0.15 (-0.51 %) Net Assets (Cr) ₹3,417 on 28 Feb 23 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.05 Information Ratio -0.09 Alpha Ratio 0.28 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,993 29 Feb 20 ₹12,763 28 Feb 21 ₹16,491 28 Feb 22 ₹19,985 28 Feb 23 ₹20,703 Returns for IIFL Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -1.7% 3 Month -0.6% 6 Month 0.4% 1 Year 3% 3 Year 32.9% 5 Year 16.9% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 -0.9% 2021 36.4% 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% 2014 2013 Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 3.23 Yr. Data below for IIFL Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 31.47% Industrials 14.33% Consumer Cyclical 13.42% Basic Materials 8.8% Technology 8.41% Health Care 6.17% Communication Services 4.65% Consumer Defensive 2.91% Utility 2.8% Energy 1.98% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹299 Cr 1,866,907 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹273 Cr 3,287,614 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹213 Cr 1,390,858 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹167 Cr 784,154 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322155% ₹161 Cr 1,845,709 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹156 Cr 2,020,031 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹128 Cr 2,313,007
↓ -290,519 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS3% ₹119 Cr 2,643,181 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 5004803% ₹109 Cr 758,163 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO3% ₹103 Cr 896,883 6. Aditya Birla Sun Life Focused Equity Fund
CAGR/Annualized
return of 13.2% since its launch. Ranked 24 in Focused
category. Return for 2022 was 0.4% , 2021 was 26.7% and 2020 was 16% . Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (24 Mar 23) ₹86.619 ↓ -0.71 (-0.82 %) Net Assets (Cr) ₹5,634 on 28 Feb 23 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.2 Information Ratio -1 Alpha Ratio -1.51 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,690 29 Feb 20 ₹10,562 28 Feb 21 ₹13,231 28 Feb 22 ₹15,437 28 Feb 23 ₹15,667 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 24 Mar 23 Duration Returns 1 Month -3.1% 3 Month -5.2% 6 Month -3.6% 1 Year -2.7% 3 Year 27.3% 5 Year 9.8% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% 2014 48.9% 2013 9.1% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Mahesh Patil 29 Jul 10 12.52 Yr. Kunal Sangoi 7 May 21 1.74 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 38.9% Technology 13.52% Consumer Cyclical 11.21% Consumer Defensive 5.74% Energy 5.63% Industrials 4.89% Communication Services 4.11% Basic Materials 3.41% Health Care 2.04% Real Estate 1.84% Utility 1.78% Asset Allocation
Asset Class Value Cash 6.31% Equity 93.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC9% ₹544 Cr 2,075,587
↓ -15,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹525 Cr 6,314,101 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY8% ₹460 Cr 2,998,601 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹323 Cr 1,371,151
↑ 52,571 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322155% ₹280 Cr 3,215,852 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT5% ₹280 Cr 1,317,968 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹256 Cr 4,627,029 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹225 Cr 2,917,038 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹222 Cr 1,817,345 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M4% ₹203 Cr 1,470,350 7. Principal Focused Multicap Fund
CAGR/Annualized
return of 14.4% since its launch. Ranked 36 in Focused
category. Return for 2022 was -0.3% , 2021 was 33.7% and 2020 was 19.7% . Principal Focused Multicap Fund
Growth Launch Date 11 Nov 05 NAV (24 Mar 23) ₹102.733 ↓ -0.84 (-0.81 %) Net Assets (Cr) ₹771 on 28 Feb 23 Category Equity - Focused AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.49 Sharpe Ratio -0.27 Information Ratio -0.42 Alpha Ratio -2.93 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,819 29 Feb 20 ₹11,278 28 Feb 21 ₹14,680 28 Feb 22 ₹17,389 28 Feb 23 ₹17,315 Returns for Principal Focused Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -2.6% 3 Month -3.8% 6 Month -4.8% 1 Year -4% 3 Year 27.2% 5 Year 12.3% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -0.3% 2021 33.7% 2020 19.7% 2019 11.8% 2018 -1.2% 2017 31.8% 2016 3.8% 2015 0.6% 2014 43.4% 2013 3% Fund Manager information for Principal Focused Multicap Fund
Name Since Tenure Ravi Gopalakrishnan 11 Oct 19 3.31 Yr. Sudhir Kedia 16 May 22 0.72 Yr. Data below for Principal Focused Multicap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 31.26% Industrials 17.14% Consumer Cyclical 10.04% Technology 7.17% Energy 6.72% Consumer Defensive 5.42% Basic Materials 4.52% Communication Services 2.93% Real Estate 2.05% Health Care 2% Asset Allocation
Asset Class Value Cash 10.34% Equity 89.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹59 Cr 713,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC7% ₹54 Cr 206,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE7% ₹52 Cr 221,000
↑ 6,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY6% ₹48 Cr 313,000 Canara Bank (Financial Services)
Equity, Since 31 Jul 21 | 5324835% ₹38 Cr 1,248,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT4% ₹33 Cr 156,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN4% ₹31 Cr 565,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | 5403763% ₹25 Cr 72,000
↑ 7,045 Ashok Leyland Ltd (Industrials)
Equity, Since 30 Sep 21 | 5004773% ₹24 Cr 1,625,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901573% ₹23 Cr 581,000 8. SBI Focused Equity Fund
CAGR/Annualized
return of 18% since its launch. Ranked 32 in Focused
category. Return for 2022 was -8.5% , 2021 was 43% and 2020 was 14.5% . SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (24 Mar 23) ₹217.023 ↓ -1.28 (-0.58 %) Net Assets (Cr) ₹26,561 on 28 Feb 23 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.81 Information Ratio -0.7 Alpha Ratio -9.55 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 28 Feb 18 ₹10,000 28 Feb 19 ₹9,748 29 Feb 20 ₹11,688 28 Feb 21 ₹14,009 28 Feb 22 ₹17,391 28 Feb 23 ₹16,395 Returns for SBI Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 24 Mar 23 Duration Returns 1 Month -0.1% 3 Month -3.9% 6 Month -7% 1 Year -5.4% 3 Year 25.1% 5 Year 11.2% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2022 -8.5% 2021 43% 2020 14.5% 2019 16.1% 2018 -3.8% 2017 44.7% 2016 2.2% 2015 4.3% 2014 58% 2013 -7.9% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 13.76 Yr. Mohit Jain 30 Nov 17 5.18 Yr. Data below for SBI Focused Equity Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 38.51% Communication Services 14.01% Consumer Cyclical 10.97% Health Care 9.67% Consumer Defensive 8.58% Utility 4.97% Basic Materials 4.88% Industrials 1.6% Asset Allocation
Asset Class Value Cash 6.8% Equity 93.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK8% ₹2,036 Cr 12,700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK7% ₹1,913 Cr 23,000,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN7% ₹1,849 Cr 33,399,900 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333986% ₹1,587 Cr 15,197,150
↑ 298,100 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL6% ₹1,585 Cr 2,000,000 Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH5% ₹1,478 Cr 1,043,079
↑ 30,669 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL5% ₹1,464 Cr 19,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS5% ₹1,319 Cr 3,294,468
↓ -5,532 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 5000345% ₹1,236 Cr 2,100,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB5% ₹1,227 Cr 3,700,000
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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.