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8 Best Performing Focused Mutual Funds to Invest In 2024

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8 Best Performing Focused Funds 2024

Updated on April 21, 2024 , 49860 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 24 - 25

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Focused 30 Fund Growth ₹188.206
↑ 0.52
₹10,4338.323.441.729.719.629.6
ICICI Prudential Focused Equity Fund Growth ₹74.81
↑ 0.13
₹7,58310.826.646.624.519.828.3
Franklin India Focused Equity Fund Growth ₹95.6121
↑ 0.40
₹11,1609.221.840.923.118.423.5
IIFL Focused Equity Fund Growth ₹42.5508
↑ 0.38
₹6,7949.121.239.322.22229.8
Nippon India Focused Equity Fund Growth ₹104.288
↑ 0.53
₹7,6083.614.833.418.817.227.1
Aditya Birla Sun Life Focused Equity Fund Growth ₹122.806
↑ 0.57
₹7,0567.821.538.218.415.723
Principal Focused Multicap Fund Growth ₹144.999
↑ 0.05
₹1,0178.219.935.91817.924.4
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 24

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 16.2% since its launch.  Ranked 39 in Focused category.  Return for 2023 was 29.6% , 2022 was 18.3% and 2021 was 40.1% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (23 Apr 24) ₹188.206 ↑ 0.52   (0.28 %)
Net Assets (Cr) ₹10,433 on 31 Mar 24
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 3.36
Information Ratio 1.37
Alpha Ratio 6.71
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,730
31 Mar 21₹11,251
31 Mar 22₹14,667
31 Mar 23₹16,679
31 Mar 24₹23,493

HDFC Focused 30 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
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 23 Apr 24

DurationReturns
1 Month 2.5%
3 Month 8.3%
6 Month 23.4%
1 Year 41.7%
3 Year 29.7%
5 Year 19.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 18.3%
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 222.22 Yr.
Dhruv Muchhal22 Jun 230.78 Yr.

Data below for HDFC Focused 30 Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services38.09%
Health Care14.33%
Consumer Cyclical9.78%
Technology7.39%
Industrials5.51%
Real Estate4.27%
Utility3.86%
Communication Services3.31%
Asset Allocation
Asset ClassValue
Cash11.17%
Equity86.53%
Debt2.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹931 Cr8,850,000
↑ 400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹912 Cr6,500,000
↑ 675,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
6%₹602 Cr5,600,000
↑ 1,700,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
5%₹533 Cr3,600,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
5%₹486 Cr6,500,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
5%₹450 Cr2,900,000
↑ 100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹432 Cr1,400,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
4%₹416 Cr2,500,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Aug 22 | APOLLOHOSP
4%₹381 Cr625,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹326 Cr2,900,000

2. 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 14.5% since its launch.  Ranked 65 in Focused category.  Return for 2023 was 28.3% , 2022 was 6% and 2021 was 36.1% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (23 Apr 24) ₹74.81 ↑ 0.13   (0.17 %)
Net Assets (Cr) ₹7,583 on 31 Mar 24
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 3.18
Information Ratio 0.95
Alpha Ratio 9.4
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,450
31 Mar 21₹12,971
31 Mar 22₹16,076
31 Mar 23₹16,622
31 Mar 24₹24,512

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 ₹493,520.
Net Profit of ₹193,520
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 23 Apr 24

DurationReturns
1 Month 2.7%
3 Month 10.8%
6 Month 26.6%
1 Year 46.6%
3 Year 24.5%
5 Year 19.8%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.3%
2022 6%
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Anish Tawakley1 May 230.92 Yr.
Vaibhav Dusad8 Aug 221.65 Yr.
Sharmila D’mello31 Jul 221.67 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services22.14%
Health Care19.01%
Industrials16.96%
Communication Services7.02%
Consumer Cyclical6.27%
Consumer Defensive6.09%
Energy5.27%
Real Estate4.76%
Technology4.73%
Utility3.4%
Basic Materials2.33%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
9%₹672 Cr6,387,257
↑ 400,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
8%₹552 Cr3,499,688
↓ -116,830
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
5%₹381 Cr1,303,918
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
5%₹342 Cr2,041,542
↓ -38,601
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹325 Cr2,895,335
↑ 301,569
Siemens Ltd (Industrials)
Equity, Since 31 May 23 | 500550
4%₹304 Cr649,936
↑ 10,615
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | 540376
4%₹292 Cr744,693
↑ 45,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
3%₹249 Cr716,787
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 532555
3%₹246 Cr7,336,107
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 532343
3%₹244 Cr1,142,523

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 14.4% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (23 Apr 24) ₹95.6121 ↑ 0.40   (0.42 %)
Net Assets (Cr) ₹11,160 on 31 Mar 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.9
Information Ratio 0.46
Alpha Ratio 4.14
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,050
31 Mar 21₹12,637
31 Mar 22₹15,670
31 Mar 23₹16,230
31 Mar 24₹22,731

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 ₹481,656.
Net Profit of ₹181,656
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 23 Apr 24

DurationReturns
1 Month 2.4%
3 Month 9.2%
6 Month 21.8%
1 Year 40.9%
3 Year 23.1%
5 Year 18.4%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.45 Yr.
Varun Sharma1 Apr 231 Yr.
Sandeep Manam18 Oct 212.45 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services31.43%
Industrials14.02%
Consumer Cyclical11.36%
Health Care10.16%
Technology8.01%
Basic Materials5.76%
Communication Services4.62%
Energy4.54%
Real Estate4.06%
Consumer Defensive1.87%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹884 Cr8,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
8%₹856 Cr6,100,000
↑ 225,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
7%₹720 Cr4,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹600 Cr1,725,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹564 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹548 Cr3,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹516 Cr4,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹506 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹497 Cr1,700,000
↑ 104,065
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
4%₹445 Cr2,840,000

4. 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 16.5% since its launch.  Return for 2023 was 29.8% , 2022 was -0.9% and 2021 was 36.4% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (23 Apr 24) ₹42.5508 ↑ 0.38   (0.90 %)
Net Assets (Cr) ₹6,794 on 31 Mar 24
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.2
Sharpe Ratio 2.4
Information Ratio 0.09
Alpha Ratio -0.84
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
31 Mar 19₹10,000
31 Mar 20₹8,587
31 Mar 21₹15,116
31 Mar 22₹18,518
31 Mar 23₹18,963
31 Mar 24₹25,977

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 ₹530,691.
Net Profit of ₹230,691
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 23 Apr 24

DurationReturns
1 Month 5%
3 Month 9.1%
6 Month 21.2%
1 Year 39.3%
3 Year 22.2%
5 Year 22%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.8%
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 194.39 Yr.

Data below for IIFL Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services29.03%
Consumer Cyclical15.82%
Industrials11.77%
Technology11.05%
Communication Services9.57%
Basic Materials5.72%
Utility5.39%
Energy5.27%
Health Care3.84%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity97.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
8%₹516 Cr3,679,756
↑ 347,984
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
7%₹483 Cr5,080,304
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹483 Cr4,587,007
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
7%₹449 Cr2,682,925
↑ 118,702
NTPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 532555
5%₹357 Cr10,651,117
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹292 Cr839,700
↓ -191,437
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 534816
4%₹263 Cr10,399,446
↑ 748,312
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹261 Cr2,326,803
↑ 354,337
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
4%₹260 Cr37,124,761
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
4%₹238 Cr2,187,025
↑ 178,922

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 14.5% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (23 Apr 24) ₹104.288 ↑ 0.53   (0.51 %)
Net Assets (Cr) ₹7,608 on 31 Mar 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.02
Information Ratio -0.45
Alpha Ratio -3.45
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
31 Mar 19₹10,000
31 Mar 20₹6,770
31 Mar 21₹13,420
31 Mar 22₹16,352
31 Mar 23₹16,233
31 Mar 24₹21,504

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 ₹470,047.
Net Profit of ₹170,047
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 23 Apr 24

DurationReturns
1 Month 2.6%
3 Month 3.6%
6 Month 14.8%
1 Year 33.4%
3 Year 18.8%
5 Year 17.2%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.1%
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 185.91 Yr.
Kinjal Desai25 May 185.86 Yr.
Prateek Poddar18 Jun 212.79 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services34.8%
Consumer Cyclical18.78%
Industrials10.46%
Technology9.87%
Energy6.16%
Consumer Defensive4.69%
Communication Services4.68%
Health Care1.91%
Basic Materials0.57%
Asset Allocation
Asset ClassValue
Cash8.06%
Equity91.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹686 Cr4,889,641
↑ 675,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹601 Cr5,711,739
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹503 Cr4,682,989
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹476 Cr2,841,614
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹363 Cr1,244,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
5%₹359 Cr8,845,772
↑ 750,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
5%₹350 Cr4,683,950
↓ -1,700,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹295 Cr4,096,527
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹293 Cr91,663
↑ 5,530
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
4%₹282 Cr74,319
↑ 8,750

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 14.5% since its launch.  Ranked 24 in Focused category.  Return for 2023 was 23% , 2022 was 0.4% and 2021 was 26.7% .

Below is the key information for Aditya Birla Sun Life Focused Equity Fund

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (23 Apr 24) ₹122.806 ↑ 0.57   (0.46 %)
Net Assets (Cr) ₹7,056 on 31 Mar 24
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.93
Sharpe Ratio 2.66
Information Ratio -0.82
Alpha Ratio 0.65
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,704
31 Mar 21₹12,724
31 Mar 22₹15,223
31 Mar 23₹14,828
31 Mar 24₹20,304

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 ₹447,579.
Net Profit of ₹147,579
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 23 Apr 24

DurationReturns
1 Month 3%
3 Month 7.8%
6 Month 21.5%
1 Year 38.2%
3 Year 18.4%
5 Year 15.7%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
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%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Kunal Sangoi7 May 212.9 Yr.
Dhaval Joshi21 Nov 221.36 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services33.7%
Technology12.09%
Consumer Cyclical10.78%
Industrials7.9%
Consumer Defensive7.27%
Energy5.76%
Communication Services5.21%
Basic Materials4.99%
Health Care3.59%
Utility3.42%
Real Estate2.99%
Asset Allocation
Asset ClassValue
Cash2.3%
Equity97.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹599 Cr5,690,329
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
7%₹515 Cr3,079,468
↓ -24,133
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
7%₹505 Cr3,600,062
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
6%₹427 Cr1,227,375
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹406 Cr1,391,151
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹347 Cr3,092,038
↑ 175,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹288 Cr3,854,511
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹285 Cr2,648,645
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | TATAMOTORS
4%₹284 Cr2,989,082
↓ -400,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
4%₹253 Cr1,603,930

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 15.6% since its launch.  Ranked 36 in Focused category.  Return for 2023 was 24.4% , 2022 was -0.3% and 2021 was 33.7% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (23 Apr 24) ₹144.999 ↑ 0.05   (0.04 %)
Net Assets (Cr) ₹1,017 on 29 Feb 24
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 2.08
Information Ratio -0.76
Alpha Ratio -4.05
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
31 Mar 19₹10,000
31 Mar 20₹8,669
31 Mar 21₹14,061
31 Mar 22₹17,321
31 Mar 23₹16,586
31 Mar 24₹22,683

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 23 Apr 24

DurationReturns
1 Month 3.2%
3 Month 8.2%
6 Month 19.9%
1 Year 35.9%
3 Year 18%
5 Year 17.9%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.4%
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%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 194.48 Yr.
Sudhir Kedia16 May 221.88 Yr.

Data below for Principal Focused Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services30.74%
Industrials15.94%
Consumer Defensive11.14%
Technology10.38%
Health Care8.03%
Energy7.99%
Consumer Cyclical5.74%
Basic Materials3.25%
Communication Services2.38%
Asset Allocation
Asset ClassValue
Cash4.4%
Equity95.6%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
8%₹81 Cr278,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹77 Cr550,000
↑ 36,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹59 Cr562,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
5%₹53 Cr152,535
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
5%₹50 Cr671,000
↑ 68,000
Canara Bank (Financial Services)
Equity, Since 31 Jul 21 | 532483
4%₹45 Cr790,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | NESTLEIND
4%₹43 Cr164,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
4%₹39 Cr235,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 543320
4%₹36 Cr2,198,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jan 24 | 500820
3%₹33 Cr117,000

8. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,907
31 Mar 21₹12,721

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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