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8 Best Performing Focused Mutual Funds to Invest In 2020

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8 Best Performing Focused Funds 2020

Updated on September 18, 2020 , 25294 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.

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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.

Top 8 Best Focused Mutual Funds FY 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
IIFL Focused Equity Fund Growth ₹18.7596
↑ 0.09
₹930183218.27.812.427.3
SBI Focused Equity Fund Growth ₹147.238
↓ -0.66
₹10,2489.417.68.46.410.416.1
Axis Focused 25 Fund Growth ₹29.66
↓ -0.08
₹11,37212.522.39.75.411.314.7
Sundaram Select Focus Fund Growth ₹182.81
↓ -0.21
₹1,06410.728.85.94.48.315
Principal Focused Multicap Fund Growth ₹67.87
↓ -0.43
₹39310.824.911.94.38.311.8
ICICI Prudential Focused Equity Fund Growth ₹31.44
↑ 0.26
₹80012.441.711.74.37.50.4
Motilal Oswal Focused 25 Fund  Growth ₹23.269
↓ -0.10
₹1,26510.128.410.23817.1
Aditya Birla Sun Life Focused Equity Fund Growth ₹60.1185
↑ 0.15
₹4,11512.929.26.71.77.311.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 20

1. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

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

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Return for 2019 was 27.3% , 2018 was -6.8% and 2017 was 30% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (18 Sep 20) ₹18.7596 ↑ 0.09   (0.51 %)
Net Assets (Cr) ₹930 on 31 Aug 20
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio 0.42
Information Ratio 0.28
Alpha Ratio 8.43
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 Aug 15₹10,000
31 Aug 16₹12,221
31 Aug 17₹13,977
31 Aug 18₹15,716
31 Aug 19₹15,144
31 Aug 20₹17,260

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 ₹415,684.
Net Profit of ₹115,684
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 18 Sep 20

DurationReturns
1 Month 3.3%
3 Month 18%
6 Month 32%
1 Year 18.2%
3 Year 7.8%
5 Year 12.4%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
2010
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 190.81 Yr.

Data below for IIFL Focused Equity Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services30.26%
Health Care16.23%
Technology12.41%
Basic Materials9.84%
Consumer Cyclical7.92%
Energy7.47%
Communication Services5.7%
Industrials5.43%
Consumer Defensive1.92%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹94 Cr2,391,949
↑ 126,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
6%₹58 Cr520,718
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹57 Cr614,576
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
6%₹53 Cr1,033,092
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500124
5%₹47 Cr110,687
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
5%₹44 Cr1,636,932
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹38 Cr152,967
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹36 Cr104,188
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Mar 18 | 500126
4%₹36 Cr74,204
↓ -9,200
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 19 | 500547
3%₹31 Cr765,116

2. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

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

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 32 in Focused category.  Return for 2019 was 16.1% , 2018 was -3.8% and 2017 was 44.7% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (18 Sep 20) ₹147.238 ↓ -0.66   (-0.45 %)
Net Assets (Cr) ₹10,248 on 31 Aug 20
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.32
Information Ratio 0.47
Alpha Ratio 4.01
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 Aug 15₹10,000
31 Aug 16₹11,664
31 Aug 17₹13,123
31 Aug 18₹15,633
31 Aug 19₹14,966
31 Aug 20₹16,507

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
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 18 Sep 20

DurationReturns
1 Month 0.2%
3 Month 9.4%
6 Month 17.6%
1 Year 8.4%
3 Year 6.4%
5 Year 10.4%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
2012 56.3%
2011 -10.6%
2010 33.1%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0911.34 Yr.

Data below for SBI Focused Equity Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services30.06%
Consumer Cyclical15.34%
Consumer Defensive11.88%
Communication Services11.45%
Industrials7.13%
Health Care6.09%
Utility4.51%
Basic Materials4.42%
Energy2.11%
Asset Allocation
Asset ClassValue
Cash3.87%
Equity96.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
8%₹781 Cr7,000,000
↑ 700,000
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
7%₹712 Cr59,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹625 Cr2,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
6%₹593 Cr1,700,000
↓ -400,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
5%₹548 Cr548,367
↑ 12,018
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | KOTAKBANK
5%₹547 Cr3,900,000
↑ 600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹462 Cr9,000,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
4%₹445 Cr21,000,000
↓ -5,001,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
4%₹378 Cr3,300,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Mar 20 | 532921
3%₹356 Cr10,000,000

3. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 7 in Focused category.  Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (18 Sep 20) ₹29.66 ↓ -0.08   (-0.27 %)
Net Assets (Cr) ₹11,372 on 31 Aug 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.19
Information Ratio 0.02
Alpha Ratio 1.72
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,484
31 Aug 17₹14,031
31 Aug 18₹17,108
31 Aug 19₹15,808
31 Aug 20₹16,791

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 1%
3 Month 12.5%
6 Month 22.3%
1 Year 9.7%
3 Year 5.4%
5 Year 11.3%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 164.24 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services35.47%
Consumer Cyclical13.22%
Technology10.94%
Basic Materials10.74%
Consumer Defensive7.47%
Energy7.4%
Health Care5.72%
Communication Services3.95%
Asset Allocation
Asset ClassValue
Cash0.8%
Equity99.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹971 Cr2,784,575
↑ 140,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹910 Cr4,030,128
↑ 84,111
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹863 Cr6,156,886
↓ -189,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹842 Cr4,046,790
↓ -244,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹812 Cr7,280,600
↓ -250,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹673 Cr2,990,541
↑ 198,807
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
6%₹650 Cr2,082,329
↑ 175,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹597 Cr873,088
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹531 Cr3,975,073
↓ -81,220
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹524 Cr2,856,689
↑ 623,820

4. 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 17.4% since its launch.  Ranked 55 in Focused category.  Return for 2019 was 15% , 2018 was 1.2% and 2017 was 35.9% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (18 Sep 20) ₹182.81 ↓ -0.21   (-0.11 %)
Net Assets (Cr) ₹1,064 on 31 Aug 20
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 0.09
Information Ratio -0.29
Alpha Ratio -1.41
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 Aug 15₹10,000
31 Aug 16₹10,751
31 Aug 17₹12,827
31 Aug 18₹14,911
31 Aug 19₹14,396
31 Aug 20₹14,815

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 ₹376,357.
Net Profit of ₹76,357
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 18 Sep 20

DurationReturns
1 Month 0.7%
3 Month 10.7%
6 Month 28.8%
1 Year 5.9%
3 Year 4.4%
5 Year 8.3%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 15%
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
2010 12.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 163.89 Yr.

Data below for Sundaram Select Focus Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services27.2%
Technology15.31%
Consumer Defensive13.65%
Energy11.76%
Health Care6.54%
Communication Services6.27%
Consumer Cyclical5.18%
Industrials4.61%
Utility3.71%
Basic Materials2.52%
Real Estate1.91%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
9%₹94 Cr2,389,979
↑ 493,897
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
8%₹87 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
8%₹80 Cr384,711
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
7%₹69 Cr746,353
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹67 Cr1,301,605
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹50 Cr236,350
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 20 | TCS
4%₹48 Cr210,860
↑ 38,775
HCL Technologies Ltd (Technology)
Equity, Since 31 May 20 | HCLTECH
4%₹46 Cr663,905
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 19 | 500547
4%₹45 Cr1,105,245
↑ 51,711
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
4%₹45 Cr471,874
↓ -31,909

5. 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 13.8% since its launch.  Ranked 36 in Focused category.  Return for 2019 was 11.8% , 2018 was -1.2% and 2017 was 31.8% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (18 Sep 20) ₹67.87 ↓ -0.43   (-0.63 %)
Net Assets (Cr) ₹393 on 31 Aug 20
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.33
Information Ratio 0
Alpha Ratio 3.89
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 Aug 15₹10,000
31 Aug 16₹11,411
31 Aug 17₹12,855
31 Aug 18₹14,429
31 Aug 19₹13,458
31 Aug 20₹14,873

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 ₹376,357.
Net Profit of ₹76,357
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 18 Sep 20

DurationReturns
1 Month 0.3%
3 Month 10.8%
6 Month 24.9%
1 Year 11.9%
3 Year 4.3%
5 Year 8.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.8%
2018 -1.2%
2017 31.8%
2016 3.8%
2015 0.6%
2014 43.4%
2013 3%
2012 34%
2011 -25.7%
2010 21%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 190.89 Yr.

Data below for Principal Focused Multicap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services29.81%
Technology12.68%
Consumer Defensive12.47%
Basic Materials10.14%
Energy8.99%
Consumer Cyclical6.03%
Health Care5.42%
Industrials5.25%
Communication Services3.18%
Asset Allocation
Asset ClassValue
Cash6.03%
Equity93.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
9%₹35 Cr169,781
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 08 | HDFCBANK
7%₹29 Cr256,131
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
6%₹22 Cr238,070
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹20 Cr507,943
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹19 Cr103,227
↑ 32,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | 500696
5%₹18 Cr87,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532504
5%₹18 Cr92,424
Abbott India Ltd (Healthcare)
Equity, Since 31 Dec 14 | 500488
4%₹16 Cr9,720
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹14 Cr61,730
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹12 Cr243,440

6. 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 10.7% since its launch.  Ranked 65 in Focused category.  Return for 2019 was 0.4% , 2018 was -2.7% and 2017 was 23.4% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (18 Sep 20) ₹31.44 ↑ 0.26   (0.83 %)
Net Assets (Cr) ₹800 on 31 Aug 20
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio 0.27
Information Ratio 0.02
Alpha Ratio 2.33
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 Aug 15₹10,000
31 Aug 16₹11,682
31 Aug 17₹12,662
31 Aug 18₹14,778
31 Aug 19₹13,101
31 Aug 20₹14,293

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 ₹367,070.
Net Profit of ₹67,070
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 18 Sep 20

DurationReturns
1 Month 1.1%
3 Month 12.4%
6 Month 41.7%
1 Year 11.7%
3 Year 4.3%
5 Year 7.5%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
2013 9.2%
2012 30.9%
2011 -23.8%
2010 21.3%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Mrinal Singh7 Dec 154.74 Yr.
Mittul Kalawadia29 Jan 182.59 Yr.
Priyanka Khandelwal8 Jul 200.15 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Technology15.8%
Consumer Cyclical12.34%
Utility12.27%
Communication Services9.94%
Financial Services9.93%
Basic Materials8.05%
Health Care7.64%
Consumer Defensive6.09%
Industrials4.1%
Energy2.94%
Asset Allocation
Asset ClassValue
Cash10.88%
Equity89.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | M&M
8%₹68 Cr1,119,698
↑ 125,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
8%₹61 Cr1,175,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
8%₹60 Cr650,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
7%₹59 Cr1,150,000
↑ 200,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | ITC
6%₹49 Cr2,550,000
↑ 650,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 17 | 532555
6%₹47 Cr4,851,480
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 19 | HCLTECH
5%₹40 Cr579,718
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 17 | 532155
4%₹31 Cr3,200,000
Wipro Ltd (Technology)
Equity, Since 31 Oct 16 | 507685
3%₹26 Cr949,183
Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 May 19 | 533248
3%₹25 Cr3,141,299

7. Motilal Oswal Focused 25 Fund 

(Erstwhile Motilal Oswal MOSt Focused 25 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Focused 25 Fund  is a Equity - Focused fund was launched on 7 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch.  Ranked 28 in Focused category.  Return for 2019 was 17.1% , 2018 was -4.2% and 2017 was 32.2% .

Below is the key information for Motilal Oswal Focused 25 Fund 

Motilal Oswal Focused 25 Fund 
Growth
Launch Date 7 May 13
NAV (18 Sep 20) ₹23.269 ↓ -0.10   (-0.43 %)
Net Assets (Cr) ₹1,265 on 31 Aug 20
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.24
Information Ratio -0.43
Alpha Ratio 3.15
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 Aug 15₹10,000
31 Aug 16₹10,803
31 Aug 17₹13,104
31 Aug 18₹14,009
31 Aug 19₹13,346
31 Aug 20₹14,422

Motilal Oswal Focused 25 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Motilal Oswal Focused 25 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 0.7%
3 Month 10.1%
6 Month 28.4%
1 Year 10.2%
3 Year 3%
5 Year 8%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.1%
2018 -4.2%
2017 32.2%
2016 2.8%
2015 5.9%
2014 44.2%
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Focused 25 Fund 
NameSinceTenure
Abhiroop Mukherjee7 May 137.33 Yr.
Siddharth Bothra23 Nov 163.78 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services40.18%
Technology11.56%
Health Care10.64%
Basic Materials8.9%
Industrials8.84%
Energy7.9%
Consumer Cyclical5.58%
Consumer Defensive4.83%
Communication Services0.73%
Asset Allocation
Asset ClassValue
Cash0.79%
Equity99.18%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 19 | HDFC
9%₹110 Cr602,000
↑ 78,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
9%₹110 Cr988,600
↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
8%₹100 Cr713,438
Reliance Industries Ltd (Energy)
Equity, Since 31 May 20 | RELIANCE
8%₹100 Cr480,000
↓ -15,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
7%₹86 Cr379,085
↑ 51,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹79 Cr1,375,656
↓ -96,909
PI Industries Ltd (Basic Materials)
Equity, Since 29 Feb 20 | PIIND
5%₹65 Cr352,761
↓ -15,480
Infosys Ltd (Technology)
Equity, Since 31 Jul 20 | INFY
5%₹61 Cr653,000
↑ 333,000
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Apr 17 | 531344
5%₹59 Cr1,496,085
↓ -4,987
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
5%₹58 Cr1,464,975

8. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

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

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 24 in Focused category.  Return for 2019 was 11.3% , 2018 was -4.1% and 2017 was 30.9% .

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 (18 Sep 20) ₹60.1185 ↑ 0.15   (0.24 %)
Net Assets (Cr) ₹4,115 on 31 Aug 20
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.16
Information Ratio -0.88
Alpha Ratio 0.71
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 Aug 15₹10,000
31 Aug 16₹11,421
31 Aug 17₹13,332
31 Aug 18₹14,444
31 Aug 19₹13,501
31 Aug 20₹14,188

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 ₹367,070.
Net Profit of ₹67,070
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 18 Sep 20

DurationReturns
1 Month 0.3%
3 Month 12.9%
6 Month 29.2%
1 Year 6.7%
3 Year 1.7%
5 Year 7.3%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
2014 48.9%
2013 9.1%
2012 36.4%
2011 -21.6%
2010 18%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Mahesh Patil29 Jul 1010.1 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Financial Services34.12%
Technology10.56%
Consumer Defensive9.19%
Communication Services8.96%
Health Care7.81%
Consumer Cyclical6.64%
Energy6.23%
Basic Materials4.76%
Utility2.44%
Industrials2.23%
Real Estate2.11%
Asset Allocation
Asset ClassValue
Cash2.57%
Equity97.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹353 Cr3,164,736
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹336 Cr8,517,447
↑ 922,159
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
7%₹298 Cr3,212,052
↓ -80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹245 Cr4,778,293
↑ 180,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹207 Cr996,745
↓ -280,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 500696
4%₹168 Cr795,804
↓ -52,433
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
4%₹154 Cr841,829
↑ 223,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KOTAKBANK
4%₹151 Cr1,075,952
↓ -149,293
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹149 Cr3,007,897
↑ 749,398
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500087
3%₹143 Cr2,004,660
↓ -68,409

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.

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

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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