8 Best Performing Focused Mutual Funds to Invest In 2023

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8 Best Performing Focused Funds 2023

Updated on March 22, 2023 , 47099 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 23 - 24

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

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch. Ranked 39 in Focused category. Return for 2022 was 18.3% , 2021 was 40.1% and 2020 was 4.2% .

Below is the key information for HDFC Focused 30 Fund

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

HDFC Focused 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for HDFC Focused 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| ICICIBANK	9%	₹308 Cr	3,700,000 ↑ 700,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	9%	₹293 Cr	1,825,000 ↑ 125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 08 \| INFY	5%	₹169 Cr	1,100,000 ↑ 125,000
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	5%	₹157 Cr	1,400,000 ↑ 148,415
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	4%	₹149 Cr	2,700,000 ↑ 540,105
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 22 \| M&M	4%	₹145 Cr	1,050,000 ↑ 94,151
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹133 Cr	1,725,000 ↑ 125,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Aug 20 \| HAL	4%	₹128 Cr	500,000 ↑ 87,110
NTPC Ltd (Utilities) Equity, Since 31 Aug 17 \| 532555	4%	₹127 Cr	7,400,000
SBI Life Insurance Company Limited (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	4%	₹122 Cr	1,000,000 ↑ 75,000

2. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

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

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch. Ranked 30 in Focused category. Return for 2022 was 7.7% , 2021 was 36.6% and 2020 was 16.1% .

Below is the key information for Nippon India Focused Equity Fund

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

Nippon India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Nippon India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| 532215	8%	₹467 Cr	5,359,888 ↑ 200,000
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	7%	₹439 Cr	2,862,398
State Bank of India (Financial Services) Equity, Since 28 Feb 17 \| SBIN	5%	₹329 Cr	5,937,498
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	5%	₹292 Cr	3,511,739 ↑ 420,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 21 \| LT	4%	₹263 Cr	1,236,860 ↓ -250,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 18 \| ITC	4%	₹252 Cr	7,158,008 ↓ -300,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	4%	₹250 Cr	1,064,209 ↑ 100,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Aug 20 \| HDFC	4%	₹249 Cr	950,687 ↓ -100,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 21 \| SBICARD	4%	₹240 Cr	3,315,300 ↑ 150,000
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| COALINDIA	4%	₹220 Cr	9,763,762 ↑ 700,000

3. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Ranked 28 in Focused category. Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (24 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

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| HDFCBANK	10%	₹818 Cr	5,100,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹720 Cr	8,650,000
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	6%	₹520 Cr	2,450,000 ↓ -200,000
Infosys Ltd (Technology) Equity, Since 31 Oct 21 \| INFY	5%	₹441 Cr	2,875,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	5%	₹433 Cr	4,970,000 ↓ -480,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	5%	₹393 Cr	5,100,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	4%	₹353 Cr	3,466,950
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹343 Cr	6,200,000 ↓ -1,000,000
KEI Industries Ltd (Industrials) Equity, Since 31 Dec 15 \| KEI	4%	₹323 Cr	2,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	3%	₹289 Cr	325,000 ↑ 21,247

4. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

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

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. Ranked 65 in Focused category. Return for 2022 was 6% , 2021 was 36.1% and 2020 was 24.6% .

Below is the key information for ICICI Prudential Focused Equity Fund

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

ICICI Prudential Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for ICICI Prudential Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| ICICIBANK	8%	₹308 Cr	3,696,478 ↑ 285,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	7%	₹291 Cr	2,809,503 ↓ -75,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| HDFCBANK	6%	₹245 Cr	1,529,810 ↑ 89,203
Infosys Ltd (Technology) Equity, Since 30 Jun 09 \| INFY	6%	₹217 Cr	1,414,995 ↓ -6,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| MARUTI	5%	₹203 Cr	227,780 ↓ -17,325
State Bank of India (Financial Services) Equity, Since 31 Jan 21 \| SBIN	5%	₹193 Cr	3,486,096 ↑ 295,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	4%	₹149 Cr	1,928,693 ↓ -140,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 21 \| ULTRACEMCO	4%	₹148 Cr	208,420 ↑ 11,000
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	4%	₹147 Cr	692,098 ↓ -27,112
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 21 \| RELIANCE	3%	₹133 Cr	563,482 ↑ 37,000

5. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch. Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% .

Below is the key information for IIFL Focused Equity Fund

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	Not Rated
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

IIFL Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for IIFL Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| HDFCBANK	9%	₹299 Cr	1,866,907
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	8%	₹273 Cr	3,287,614
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	6%	₹213 Cr	1,390,858
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	5%	₹167 Cr	784,154
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 20 \| 532215	5%	₹161 Cr	1,845,709
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jul 19 \| BHARTIARTL	5%	₹156 Cr	2,020,031
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	4%	₹128 Cr	2,313,007 ↓ -290,519
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 May 21 \| TATAMOTORS	3%	₹119 Cr	2,643,181
Cummins India Ltd (Industrials) Equity, Since 31 Jul 22 \| 500480	3%	₹109 Cr	758,163
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Nov 22 \| APLAPOLLO	3%	₹103 Cr	896,883

6. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Ranked 24 in Focused category. Return for 2022 was 0.4% , 2021 was 26.7% and 2020 was 16% .

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 (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

Aditya Birla Sun Life Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 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 \| HDFC	9%	₹544 Cr	2,075,587 ↓ -15,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹525 Cr	6,314,101
Infosys Ltd (Technology) Equity, Since 31 Oct 05 \| INFY	8%	₹460 Cr	2,998,601
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 05 \| RELIANCE	6%	₹323 Cr	1,371,151 ↑ 52,571
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 19 \| 532215	5%	₹280 Cr	3,215,852
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 05 \| LT	5%	₹280 Cr	1,317,968
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	4%	₹256 Cr	4,627,029
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	4%	₹225 Cr	2,917,038
SBI Life Insurance Company Limited (Financial Services) Equity, Since 31 Mar 21 \| SBILIFE	4%	₹222 Cr	1,817,345
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| M&M	4%	₹203 Cr	1,470,350

7. Principal Focused Multicap Fund

(Erstwhile Principal Large Cap Fund)

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization.

Principal Focused Multicap Fund is a Equity - Focused fund was launched on 11 Nov 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch. Ranked 36 in Focused category. Return for 2022 was -0.3% , 2021 was 33.7% and 2020 was 19.7% .

Below is the key information for Principal Focused Multicap Fund

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

Principal Focused Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Principal Focused Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| ICICIBANK	8%	₹59 Cr	713,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 10 \| HDFC	7%	₹54 Cr	206,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 05 \| RELIANCE	7%	₹52 Cr	221,000 ↑ 6,000
Infosys Ltd (Technology) Equity, Since 30 Nov 05 \| INFY	6%	₹48 Cr	313,000
Canara Bank (Financial Services) Equity, Since 31 Jul 21 \| 532483	5%	₹38 Cr	1,248,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 20 \| LT	4%	₹33 Cr	156,000
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	4%	₹31 Cr	565,000
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Dec 19 \| 540376	3%	₹25 Cr	72,000 ↑ 7,045
Ashok Leyland Ltd (Industrials) Equity, Since 30 Sep 21 \| 500477	3%	₹24 Cr	1,625,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	3%	₹23 Cr	581,000

8. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch. Ranked 32 in Focused category. Return for 2022 was -8.5% , 2021 was 43% and 2020 was 14.5% .

Below is the key information for SBI Focused Equity Fund

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

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 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 \| HDFCBANK	8%	₹2,036 Cr	12,700,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	7%	₹1,913 Cr	23,000,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	7%	₹1,849 Cr	33,399,900
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	6%	₹1,587 Cr	15,197,150 ↑ 298,100
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	6%	₹1,585 Cr	2,000,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive) Equity, Since 30 Jun 13 \| PGHH	5%	₹1,478 Cr	1,043,079 ↑ 30,669
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	5%	₹1,464 Cr	19,000,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 16 \| SOLARINDS	5%	₹1,319 Cr	3,294,468 ↓ -5,532
Bajaj Finance Ltd (Financial Services) Equity, Since 28 Feb 18 \| 500034	5%	₹1,236 Cr	2,100,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	5%	₹1,227 Cr	3,700,000

How to Invest in Focused Mutual Funds Online?

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Complete your Registration and KYC Process

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

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FAQs

1. Who invests in focused funds and why?

A: Focused funds are ideal for veteran investors who can Handle market Volatility. The primary reason for this is that focused funds are high-risk investments and often do not produce the expected returns. Hence, it is crucial to evaluate the funds and also the investment tenure. These speculations can successfully be made only by veteran investors.

2. What is the most significant advantage of focused funds?

A: If you invest in focused funds, you can successfully diversify your investment Portfolio. Although you cannot be assured of returns with focused funds, these are known to produce high returns. Therefore, if you want to build an investment portfolio with assets that produce high returns, you must invest in focused funds.

3. What are the tax implications of focused funds?

A: The tax implications of focused funds will depend upon the type of focused funds. The tax implications are as follows:

In the case of equity-based focused funds, you will be taxed at 10% for long term Capital gains if the amount exceeds Rs.1 lakh. However, if you want to save on these funds' Taxes, increase the lock-in period to thirty-six months.
In debt-based focused funds, long term Capital Gains are taxed at 20% after indexation. Indexation will be done factoring in the Inflation rate.

4. Who should invest in focused funds?

A: Someone who is ready to hold the investment for 3 to 5 years. Hence, investors who are looking for long term investment should consider investing in focused funds.

5. How will I compare focused funds?

A: When you compare two focused funds, you should consider the NAV of the funds and the 3 year and 5-year growth rates of the funds. Usually, investing in funds that have shown a greater growth rate would be considered a better investment.

6. Which are some of the best-focused funds?

A: Presently the some of the best-focused funds that you can think of investing are IIFL Focused Equity Fund (5year growth rate of 18.8%), Principal Focused Multicap Fund (5year growth rate of 15.7%), Axis Focused 25 Fund (5year growth rate of 17.9%) and Nippon India Focused Equity Fund (5year growth rate of 16.5%).

7. How is focused fund different from mutual funds?

A: Focused funds do not have the limitations of mutual funds, where specific percentages of investments have to be made in certain sectors. Here the investment is concentrated on stocks of specific companies, thus, increasing the chances of better performance. The returns can be limited by investing in stocks that do not perform well and holding on till these improve performance. Choice of investment depends on the fund.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.