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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 January 26, 2020 , 12643 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 (%)
Axis Focused 25 Fund Growth ₹31.12
↓ -0.06
₹9,1104.613.224.316.911.314.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹63.3931
↓ -0.44
₹4,4225.78.516.89.77.211.3
DSP BlackRock Focus Fund Growth ₹25.912
↓ -0.08
₹2,0515.614.925.210.27.818
Motilal Oswal Focused 25 Fund  Growth ₹24.2618
↓ -0.03
₹1,2053.814.22211.2817.1
Sundaram Select Focus Fund Growth ₹194.231
↓ -0.94
₹1,0564.68.617.914.47.715
Principal Focused Multicap Fund Growth ₹69.69
↑ 0.04
₹3616.213.216.811.47.311.8
Franklin India Focused Equity Fund Growth ₹42.747
↓ -0.27
₹8,9207.45.514.79.6710.9
HDFC Focused 30 Fund Growth ₹77.011
↓ -0.42
₹5101.82.48.14.34.53.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20

1. 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 16.2% 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 (28 Jan 20) ₹31.12 ↓ -0.06   (-0.19 %)
Net Assets (Cr) ₹9,110 on 31 Dec 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.87
Information Ratio 0.4
Alpha Ratio 2.39
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,391
31 Dec 16₹10,864
31 Dec 17₹15,769
31 Dec 18₹15,870
31 Dec 19₹18,195

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 28 Jan 20

DurationReturns
1 Month 0.4%
3 Month 4.6%
6 Month 13.2%
1 Year 24.3%
3 Year 16.9%
5 Year 11.3%
10 Year
15 Year
Since launch 16.2%
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 163.48 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.02%
Basic Materials12.02%
Consumer Cyclical10.68%
Consumer Defensive6.42%
Technology6.01%
Energy5.47%
Communication Services5.4%
Industrials2.64%
Health Care2.04%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹804 Cr1,899,523
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹709 Cr4,206,457
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹702 Cr747,220
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹603 Cr4,738,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹585 Cr3,180,122
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹548 Cr2,534,738
Clearing Corporation Of India Ltd
CBLO | -
6%₹519 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹499 Cr3,293,000
↓ -899,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹478 Cr1,981,971
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹442 Cr2,475,200

2. 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 13.8% 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 (28 Jan 20) ₹63.3931 ↓ -0.44   (-0.69 %)
Net Assets (Cr) ₹4,422 on 31 Dec 19
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.66
Information Ratio -0.85
Alpha Ratio -2.38
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 Dec 14₹10,000
31 Dec 15₹9,996
31 Dec 16₹10,664
31 Dec 17₹13,964
31 Dec 18₹13,389
31 Dec 19₹14,895

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 28 Jan 20

DurationReturns
1 Month 0.4%
3 Month 5.7%
6 Month 8.5%
1 Year 16.8%
3 Year 9.7%
5 Year 7.2%
10 Year
15 Year
Since launch 13.8%
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 109.18 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services38.12%
Technology11.63%
Energy8.11%
Health Care7.02%
Basic Materials6.1%
Consumer Defensive5.56%
Consumer Cyclical5.44%
Communication Services5.2%
Industrials4.79%
Utility3.84%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.81%
Debt0.03%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹440 Cr3,458,212
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹376 Cr6,975,975
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
7%₹292 Cr3,991,488
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹255 Cr1,684,979
↑ 196,213
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹212 Cr1,630,622
↑ 28,970
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
5%₹210 Cr871,037
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹170 Cr14,259,400
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹168 Cr2,231,895
↓ -150,000
Cipla Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500087
4%₹163 Cr3,400,498
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹155 Cr4,655,000
↑ 42,000

3. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 27 in Focused category.  Return for 2019 was 18% , 2018 was -5.6% and 2017 was 29.2% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (28 Jan 20) ₹25.912 ↓ -0.08   (-0.29 %)
Net Assets (Cr) ₹2,051 on 31 Dec 19
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.97
Information Ratio -0.32
Alpha Ratio 5.37
Min Investment 1,000
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 Dec 14₹10,000
31 Dec 15₹10,198
31 Dec 16₹10,825
31 Dec 17₹13,988
31 Dec 18₹13,210
31 Dec 19₹15,592

DSP BlackRock 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for DSP BlackRock 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 28 Jan 20

DurationReturns
1 Month -0.2%
3 Month 5.6%
6 Month 14.9%
1 Year 25.2%
3 Year 10.2%
5 Year 7.8%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 18%
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
2014 49.9%
2013 -0.2%
2012 26.9%
2011 -22%
2010
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Gopal Agrawal1 Oct 181.25 Yr.
Jay Kothari11 Dec 145.06 Yr.

Data below for DSP BlackRock Focus Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services46.71%
Basic Materials13.51%
Industrials8.44%
Technology8.24%
Energy7.46%
Consumer Cyclical5.97%
Consumer Defensive3.74%
Health Care3.58%
Utility0.8%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
11%₹228 Cr4,230,390
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 14 | HDFCBANK
10%₹211 Cr1,661,848
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹146 Cr345,564
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 17 | RELIANCE
6%₹126 Cr829,463
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 17 | LT
5%₹108 Cr835,005
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
5%₹93 Cr1,752,923
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | 532215
5%₹93 Cr1,230,735
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 16 | 500238
4%₹87 Cr365,511
↓ -14,749
ITC Ltd (Consumer Defensive)
Equity, Since 31 May 16 | ITC
4%₹73 Cr3,085,132
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹72 Cr981,934

4. 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 14.1% 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 (28 Jan 20) ₹24.2618 ↓ -0.03   (-0.14 %)
Net Assets (Cr) ₹1,205 on 31 Dec 19
Category Equity - Focused
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.95
Information Ratio -0.24
Alpha Ratio 2.09
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 Dec 14₹10,000
31 Dec 15₹10,590
31 Dec 16₹10,890
31 Dec 17₹14,391
31 Dec 18₹13,786
31 Dec 19₹16,142

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 28 Jan 20

DurationReturns
1 Month -0.7%
3 Month 3.8%
6 Month 14.2%
1 Year 22%
3 Year 11.2%
5 Year 8%
10 Year
15 Year
Since launch 14.1%
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 136.66 Yr.
Siddharth Bothra23 Nov 163.1 Yr.

Data below for Motilal Oswal Focused 25 Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.72%
Industrials19.87%
Consumer Defensive9.79%
Health Care9.62%
Technology7.12%
Consumer Cyclical6.4%
Basic Materials2.62%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.15%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 13 | HDFCBANK
11%₹125 Cr983,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
10%₹113 Cr2,210,504
↓ -7,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹90 Cr1,580,129
↓ -363,470
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 13 | KOTAKBANK
8%₹89 Cr549,109
↑ 83,747
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Apr 17 | 531344
7%₹85 Cr1,473,726
↑ 81,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
7%₹84 Cr408,325
↓ -5,065
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
7%₹83 Cr454,789
↑ 55,862
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
5%₹63 Cr473,450
↓ -3,000
Abbott India Ltd (Healthcare)
Equity, Since 30 Apr 18 | 500488
5%₹55 Cr43,767
Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 15 | 500271
4%₹49 Cr962,886
↓ -6,000

5. 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 18.5% 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 (28 Jan 20) ₹194.231 ↓ -0.94   (-0.48 %)
Net Assets (Cr) ₹1,056 on 31 Dec 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio 1.02
Information Ratio 0.27
Alpha Ratio 1.76
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 Dec 14₹10,000
31 Dec 15₹9,751
31 Dec 16₹9,812
31 Dec 17₹13,332
31 Dec 18₹13,487
31 Dec 19₹15,507

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 ₹367,070.
Net Profit of ₹67,070
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 28 Jan 20

DurationReturns
1 Month -0.2%
3 Month 4.6%
6 Month 8.6%
1 Year 17.9%
3 Year 14.4%
5 Year 7.7%
10 Year
15 Year
Since launch 18.5%
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 163.23 Yr.

Data below for Sundaram Select Focus Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services47.05%
Energy10.51%
Industrials8.23%
Consumer Defensive7.56%
Consumer Cyclical6.32%
Basic Materials4.34%
Communication Services4.03%
Technology3.73%
Utility2.23%
Health Care1.67%
Asset Allocation
Asset ClassValue
Cash4.31%
Equity95.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
10%₹102 Cr1,896,082
↓ -63,835
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹99 Cr778,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹91 Cr601,637
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
7%₹74 Cr566,190
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
7%₹71 Cr293,021
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹65 Cr863,592
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹55 Cr328,849
Treps
CBLO/Reverse Repo | -
4%₹45 Cr
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
4%₹44 Cr453,033
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹43 Cr934,695
↓ -35,514

6. 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 14.6% 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 (28 Jan 20) ₹69.69 ↑ 0.04   (0.06 %)
Net Assets (Cr) ₹361 on 31 Dec 19
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio 0.7
Information Ratio 0
Alpha Ratio 1.43
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 Dec 14₹10,000
31 Dec 15₹10,057
31 Dec 16₹10,441
31 Dec 17₹13,759
31 Dec 18₹13,594
31 Dec 19₹15,192

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 ₹367,070.
Net Profit of ₹67,070
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 28 Jan 20

DurationReturns
1 Month 0.4%
3 Month 6.2%
6 Month 13.2%
1 Year 16.8%
3 Year 11.4%
5 Year 7.3%
10 Year
15 Year
Since launch 14.6%
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 190.14 Yr.

Data below for Principal Focused Multicap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services38.11%
Consumer Defensive13.77%
Basic Materials9.86%
Industrials7.47%
Energy6.9%
Technology6.44%
Consumer Cyclical5.63%
Health Care5.61%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 08 | HDFCBANK
8%₹30 Cr239,536
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹25 Cr164,446
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹24 Cr449,368
Treps 01-Jan-2020
CBLO/Reverse Repo | -
6%₹23 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
6%₹20 Cr117,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
5%₹17 Cr71,227
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | 500696
5%₹17 Cr87,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Dec 14 | 500488
4%₹16 Cr12,150
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532504
4%₹14 Cr137,955
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
4%₹13 Cr183,070

7. 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 12.3% since its launch.  Ranked 28 in Focused category.  Return for 2019 was 10.9% , 2018 was -8.8% and 2017 was 37.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (28 Jan 20) ₹42.747 ↓ -0.27   (-0.64 %)
Net Assets (Cr) ₹8,920 on 31 Dec 19
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.52
Information Ratio -0.34
Alpha Ratio 0.94
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 Dec 14₹10,000
31 Dec 15₹10,149
31 Dec 16₹10,652
31 Dec 17₹14,641
31 Dec 18₹13,359
31 Dec 19₹14,814

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 ₹357,992.
Net Profit of ₹57,992
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 28 Jan 20

DurationReturns
1 Month 1.3%
3 Month 7.4%
6 Month 5.5%
1 Year 14.7%
3 Year 9.6%
5 Year 7%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
2012 42.5%
2011 -25%
2010 14.8%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Anand Radhakrishnan2 May 163.67 Yr.
Roshi Jain9 Jul 127.48 Yr.
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services32.37%
Basic Materials11.65%
Energy11.36%
Health Care8.83%
Communication Services7.74%
Industrials7.11%
Utility5.43%
Technology2.69%
Consumer Cyclical2.3%
Real Estate2.04%
Asset Allocation
Asset ClassValue
Equity92.63%
Other7.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
11%₹957 Cr28,000,000
↓ -1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹846 Cr16,500,000
↓ -1,500,000
Call, Cash & Other Assets
Receivables | -
8%₹763 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 16 | IOC
6%₹526 Cr40,000,000
↑ 5,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 19 | 500124
5%₹408 Cr1,400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ULTRACEMCO
4%₹405 Cr950,000
↑ 25,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹398 Cr9,000,000
↓ -4,327,087
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
4%₹395 Cr3,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹368 Cr4,975,283
↓ -24,717
ACC Ltd (Basic Materials)
Equity, Since 30 Sep 19 | 500410
4%₹360 Cr2,367,522
↑ 567,522

8. 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 14.2% since its launch.  Ranked 39 in Focused category.  Return for 2019 was 3.8% , 2018 was -14.6% and 2017 was 38.7% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (28 Jan 20) ₹77.011 ↓ -0.42   (-0.54 %)
Net Assets (Cr) ₹510 on 31 Dec 19
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.65
Sharpe Ratio 0.1
Information Ratio -0.94
Alpha Ratio -6.26
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 Dec 14₹10,000
31 Dec 15₹10,499
31 Dec 16₹10,720
31 Dec 17₹14,874
31 Dec 18₹12,698
31 Dec 19₹13,176

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 ₹340,450.
Net Profit of ₹40,450
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 28 Jan 20

DurationReturns
1 Month -1%
3 Month 1.8%
6 Month 2.4%
1 Year 8.1%
3 Year 4.3%
5 Year 4.5%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
2013 -2.3%
2012 23%
2011 -26%
2010 28.3%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Vinay Kulkarni21 Nov 0612.87 Yr.
Chirag Dagli31 Jul 190.17 Yr.

Data below for HDFC Focused 30 Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services29.1%
Industrials20.98%
Energy14.76%
Utility12.95%
Consumer Defensive8.22%
Basic Materials6.05%
Technology4.59%
Consumer Cyclical1.03%
Asset Allocation
Asset ClassValue
Cash2.32%
Equity97.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹46 Cr847,400
↓ -100,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
8%₹39 Cr1,160,710
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
7%₹36 Cr280,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 19 | LT
6%₹33 Cr255,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
6%₹31 Cr2,584,716
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 10 | 500547
5%₹26 Cr533,300
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
5%₹23 Cr319,896
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 19 | RELIANCE
4%₹23 Cr150,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
4%₹22 Cr932,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 19 | 500034
3%₹17 Cr40,000

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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