+91-22-489139098 Best Performing Focused Funds 2026
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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Fund Selection Methodology used to find 8 funds
Top 8 Best Focused Mutual Funds FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹89.06
↑ 1.29 ₹14,935 -8.3 -6.2 10.7 21.3 17.8 15.4 HDFC Focused 30 Fund Growth ₹222.456
↑ 2.20 ₹26,332 -5.5 -6.5 7 19.6 20.4 10.9 DSP Focus Fund Growth ₹51.266
↑ 0.62 ₹2,611 -8.3 -7.1 2.7 17.8 12.2 7.3 SBI Focused Equity Fund Growth ₹355.84
↑ 2.33 ₹42,998 -5.5 -1.3 13.7 17.8 13.7 15.7 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Aditya Birla Sun Life Focused Equity Fund Growth ₹138.386
↑ 1.90 ₹8,068 -6.4 -3.4 8 16.7 13.2 10.1 Nippon India Focused Equity Fund Growth ₹115.074
↑ 1.71 ₹8,476 -6.4 -7 8 14.2 12.5 9.3 Franklin India Focused Equity Fund Growth ₹100.046
↑ 1.08 ₹12,255 -9.4 -10.1 3.7 14.1 13.3 5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Mar 26 Research Highlights & Commentary of 8 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund SBI Focused Equity Fund Sundaram Select Focus Fund Aditya Birla Sun Life Focused Equity Fund Nippon India Focused Equity Fund Franklin India Focused Equity Fund Point 1 Upper mid AUM (₹14,935 Cr). Top quartile AUM (₹26,332 Cr). Bottom quartile AUM (₹2,611 Cr). Highest AUM (₹42,998 Cr). Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹8,068 Cr). Lower mid AUM (₹8,476 Cr). Upper mid AUM (₹12,255 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.82% (top quartile). 5Y return: 20.39% (top quartile). 5Y return: 12.20% (bottom quartile). 5Y return: 13.72% (upper mid). 5Y return: 17.29% (upper mid). 5Y return: 13.15% (lower mid). 5Y return: 12.52% (bottom quartile). 5Y return: 13.32% (lower mid). Point 6 3Y return: 21.35% (top quartile). 3Y return: 19.56% (top quartile). 3Y return: 17.82% (upper mid). 3Y return: 17.82% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 16.65% (lower mid). 3Y return: 14.22% (bottom quartile). 3Y return: 14.12% (bottom quartile). Point 7 1Y return: 10.74% (upper mid). 1Y return: 7.02% (lower mid). 1Y return: 2.67% (bottom quartile). 1Y return: 13.74% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: 8.05% (upper mid). 1Y return: 7.98% (lower mid). 1Y return: 3.67% (bottom quartile). Point 8 Alpha: 6.91 (top quartile). Alpha: 3.79 (upper mid). Alpha: 0.58 (lower mid). Alpha: 5.35 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: 3.66 (upper mid). Alpha: 2.27 (lower mid). Alpha: -0.97 (bottom quartile). Point 9 Sharpe: 0.70 (top quartile). Sharpe: 0.60 (upper mid). Sharpe: 0.23 (bottom quartile). Sharpe: 0.62 (upper mid). Sharpe: 1.85 (top quartile). Sharpe: 0.49 (lower mid). Sharpe: 0.37 (lower mid). Sharpe: 0.10 (bottom quartile). Point 10 Information ratio: 1.55 (top quartile). Information ratio: 0.98 (top quartile). Information ratio: 0.42 (upper mid). Information ratio: 0.42 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: 0.23 (lower mid). Information ratio: -0.41 (bottom quartile). Information ratio: -0.35 (lower mid). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
SBI Focused Equity Fund
Sundaram Select Focus Fund
Aditya Birla Sun Life Focused Equity Fund
Nippon India Focused Equity Fund
Franklin India 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. Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (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. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile Reliance Mid & Small Cap Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in
a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective
is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Nippon India Focused Equity Fund Below is the key information for Nippon India Focused Equity Fund Returns up to 1 year are on (Erstwhile Franklin India High Growth Companies Fund) An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors). Research Highlights for Franklin India Focused Equity Fund Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on 1. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (18 Mar 26) ₹89.06 ↑ 1.29 (1.47 %) Net Assets (Cr) ₹14,935 on 31 Jan 26 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.7 Information Ratio 1.55 Alpha Ratio 6.91 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,922 28 Feb 23 ₹12,822 29 Feb 24 ₹18,297 28 Feb 25 ₹19,578 28 Feb 26 ₹23,950 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -8.6% 3 Month -8.3% 6 Month -6.2% 1 Year 10.7% 3 Year 21.3% 5 Year 17.8% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 26.5% 2022 28.3% 2021 6% 2020 36.1% 2019 24.6% 2018 0.4% 2017 -2.7% 2016 23.4% 2015 10.6% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 3.56 Yr. Sharmila D’mello 31 Jul 22 3.58 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 25.47% Consumer Cyclical 21.76% Industrials 10.52% Technology 8.54% Consumer Defensive 6.86% Health Care 6.64% Communication Services 5.91% Real Estate 5.66% Basic Materials 3.35% Utility 2.85% Asset Allocation
Asset Class Value Cash 2.41% Equity 97.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹1,430 Cr 10,371,653
↑ 1,667,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK6% ₹900 Cr 10,135,186
↑ 1,250,000 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY5% ₹807 Cr 6,208,888
↑ 2,498,592 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | AXISBANK4% ₹652 Cr 4,711,160 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Apr 25 | BRITANNIA4% ₹601 Cr 1,000,464
↓ -153,965 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 23 | NAUKRI4% ₹541 Cr 5,252,741
↑ 1,371,493 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | TITAN3% ₹521 Cr 1,203,558
↑ 87,500 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA3% ₹510 Cr 2,935,122
↓ -891,537 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 24 | PIDILITIND3% ₹507 Cr 3,401,342 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 25 | MAXHEALTH3% ₹496 Cr 4,544,655
↑ 193,868 2. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (18 Mar 26) ₹222.456 ↑ 2.20 (1.00 %) Net Assets (Cr) ₹26,332 on 31 Jan 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.6 Information Ratio 0.98 Alpha Ratio 3.79 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,367 28 Feb 23 ₹14,617 29 Feb 24 ₹20,447 28 Feb 25 ₹22,636 28 Feb 26 ₹26,679 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -8.3% 3 Month -5.5% 6 Month -6.5% 1 Year 7% 3 Year 19.6% 5 Year 20.4% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 24% 2022 29.6% 2021 18.3% 2020 40.1% 2019 4.2% 2018 3.8% 2017 -14.6% 2016 38.7% 2015 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.07 Yr. Dhruv Muchhal 22 Jun 23 2.69 Yr. Data below for HDFC Focused 30 Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 43.96% Consumer Cyclical 19.7% Health Care 6.72% Industrials 6.47% Technology 3.97% Communication Services 3.54% Utility 2.97% Basic Materials 2.5% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 8.19% Equity 91.62% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK10% ₹2,579 Cr 18,700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹2,488 Cr 28,026,520 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK8% ₹2,076 Cr 15,000,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN6% ₹1,646 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK6% ₹1,568 Cr 37,772,860 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹1,077 Cr 7,751,941
↑ 301,941 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | CIPLA4% ₹1,029 Cr 7,635,011 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹1,016 Cr 683,589 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹961 Cr 5,114,949
↑ 300,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹957 Cr 4,700,000 3. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (18 Mar 26) ₹51.266 ↑ 0.62 (1.21 %) Net Assets (Cr) ₹2,611 on 31 Jan 26 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.23 Information Ratio 0.42 Alpha Ratio 0.58 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.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,100 28 Feb 23 ₹11,245 29 Feb 24 ₹15,489 28 Feb 25 ₹16,582 28 Feb 26 ₹19,063 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -8.6% 3 Month -8.3% 6 Month -7.1% 1 Year 2.7% 3 Year 17.8% 5 Year 12.2% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% Fund Manager information for DSP Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 5.75 Yr. Bhavin Gandhi 1 Feb 24 2.08 Yr. Data below for DSP Focus Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 44.39% Technology 9.88% Consumer Cyclical 5.9% Energy 5.73% Health Care 5.41% Basic Materials 5.27% Industrials 5.24% Communication Services 4.01% Real Estate 3.56% Consumer Defensive 2.06% Asset Allocation
Asset Class Value Cash 8.56% Equity 91.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK9% ₹237 Cr 1,717,178
↑ 235,276 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK6% ₹145 Cr 1,636,633
↑ 281,259 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | AXISBANK5% ₹143 Cr 1,030,961 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | BAJFINANCE5% ₹138 Cr 1,384,242 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹114 Cr 561,758 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN4% ₹113 Cr 940,887
↓ -496,204 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹112 Cr 647,299 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹104 Cr 555,937 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | PHOENIXLTD4% ₹93 Cr 558,910 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB3% ₹88 Cr 102,310 4. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (17 Mar 26) ₹355.84 ↑ 2.33 (0.66 %) Net Assets (Cr) ₹42,998 on 31 Jan 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.62 Information Ratio 0.42 Alpha Ratio 5.35 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,414 28 Feb 23 ₹11,703 29 Feb 24 ₹14,967 28 Feb 25 ₹16,566 28 Feb 26 ₹20,044 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -5.5% 3 Month -5.5% 6 Month -1.3% 1 Year 13.7% 3 Year 17.8% 5 Year 13.7% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.84 Yr. Data below for SBI Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 30.57% Consumer Cyclical 13.96% Communication Services 13.6% Utility 9.75% Basic Materials 6.34% Health Care 4.82% Consumer Defensive 4.25% Technology 2.66% Industrials 1.66% Asset Allocation
Asset Class Value Cash 11.35% Equity 87.62% Debt 1.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL9% ₹3,970 Cr 1,400,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN6% ₹2,764 Cr 23,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK6% ₹2,486 Cr 28,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | MUTHOOTFIN5% ₹2,347 Cr 7,000,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | BAJAJFINSV5% ₹1,993 Cr 10,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901574% ₹1,921 Cr 13,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK4% ₹1,868 Cr 45,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | BAJFINANCE4% ₹1,783 Cr 17,900,000 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | ADANIPOWER4% ₹1,593 Cr 113,694,840
↑ 973,202 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL4% ₹1,535 Cr 15,171,443 5. 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.
Date Value 28 Feb 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (18 Mar 26) ₹138.386 ↑ 1.90 (1.39 %) Net Assets (Cr) ₹8,068 on 31 Jan 26 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.49 Information Ratio 0.23 Alpha Ratio 3.66 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,668 28 Feb 23 ₹11,841 29 Feb 24 ₹16,025 28 Feb 25 ₹16,506 28 Feb 26 ₹19,333 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -7.6% 3 Month -6.4% 6 Month -3.4% 1 Year 8% 3 Year 16.7% 5 Year 13.2% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.82 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 30.64% Consumer Cyclical 15.04% Technology 11.77% Industrials 9.83% Energy 6.1% Basic Materials 4.89% Health Care 4.64% Communication Services 3.78% Consumer Defensive 3.76% Utility 3.45% Real Estate 2.85% Asset Allocation
Asset Class Value Cash 3.05% Equity 96.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹486 Cr 3,486,850 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹481 Cr 3,487,746
↓ -326,799 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY6% ₹442 Cr 3,398,972
↑ 285,784 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT5% ₹371 Cr 867,856 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹342 Cr 2,844,690 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | AXISBANK4% ₹328 Cr 2,367,644 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹316 Cr 2,928,238
↓ -199,993 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹301 Cr 1,602,443
↓ -123,905 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹292 Cr 1,433,549 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹290 Cr 3,270,326 7. Nippon India Focused Equity Fund
Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (18 Mar 26) ₹115.074 ↑ 1.71 (1.51 %) Net Assets (Cr) ₹8,476 on 31 Jan 26 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio 0.37 Information Ratio -0.41 Alpha Ratio 2.27 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,502 28 Feb 23 ₹11,911 29 Feb 24 ₹15,752 28 Feb 25 ₹16,114 28 Feb 26 ₹18,722 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -7% 3 Month -6.4% 6 Month -7% 1 Year 8% 3 Year 14.2% 5 Year 12.5% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 10.1% 2022 27.1% 2021 7.7% 2020 36.6% 2019 16.1% 2018 7% 2017 -12.7% 2016 42.7% 2015 2.9% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 7.82 Yr. Kinjal Desai 25 May 18 7.77 Yr. Rishit Parikh 19 Aug 24 1.53 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 33.5% Consumer Cyclical 19.35% Health Care 10.54% Utility 9.23% Industrials 6.14% Energy 5.35% Technology 5.24% Basic Materials 3.29% Consumer Defensive 3.19% Communication Services 1.11% Asset Allocation
Asset Class Value Cash 3.06% Equity 96.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK10% ₹814 Cr 5,905,344
↓ -250,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | AXISBANK7% ₹632 Cr 4,565,634 NTPC Ltd (Utilities)
Equity, Since 30 Jun 25 | NTPC5% ₹464 Cr 12,137,398 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹454 Cr 3,260,167 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY5% ₹445 Cr 3,423,871
↑ 800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹415 Cr 4,679,282 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹347 Cr 4,486,147
↑ 84,036 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5433204% ₹327 Cr 13,268,226
↑ 700,000 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Dec 25 | ENRIN4% ₹321 Cr 1,095,133 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJAJFINSV4% ₹306 Cr 1,534,862 8. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (18 Mar 26) ₹100.046 ↑ 1.08 (1.09 %) Net Assets (Cr) ₹12,255 on 31 Jan 26 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio 0.1 Information Ratio -0.35 Alpha Ratio -0.97 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,891 28 Feb 23 ₹12,692 29 Feb 24 ₹17,346 28 Feb 25 ₹17,791 28 Feb 26 ₹19,923 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -8.6% 3 Month -9.4% 6 Month -10.1% 1 Year 3.7% 3 Year 14.1% 5 Year 13.3% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.1% 2023 19.9% 2022 23.5% 2021 8.9% 2020 39.4% 2019 10.9% 2018 10.9% 2017 -8.8% 2016 37.4% 2015 5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.37 Yr. Venkatesh Sanjeevi 4 Oct 24 1.4 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin India Focused Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 36.17% Consumer Cyclical 11.49% Industrials 9.29% Technology 8.23% Health Care 7.95% Basic Materials 6.69% Energy 6.02% Communication Services 5.42% Real Estate 3.1% Consumer Defensive 2.31% Asset Allocation
Asset Class Value Cash 3.33% Equity 96.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK9% ₹1,083 Cr 12,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹931 Cr 6,750,000
↓ -450,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK7% ₹900 Cr 6,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE6% ₹730 Cr 5,240,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹699 Cr 2,650,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL5% ₹658 Cr 3,500,000
↓ -175,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433205% ₹579 Cr 23,500,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA4% ₹512 Cr 2,950,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Nov 22 | TATASTEEL4% ₹467 Cr 22,000,000
↓ -3,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹458 Cr 308,000
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FAQs
1. Who invests in focused funds and why?
A: Focused funds are ideal for veteran investors who can handle market Volatility. The primary reason for this is that focused funds are high-risk investments and often do not produce the expected returns. Hence, it is crucial to evaluate the funds and also the investment tenure. These speculations can successfully be made only by veteran investors.
2. What is the most significant advantage of focused funds?
A: If you invest in focused funds, you can successfully diversify your investment Portfolio. Although you cannot be assured of returns with focused funds, these are known to produce high returns. Therefore, if you want to build an investment portfolio with assets that produce high returns, you must invest in focused funds.
3. What are the tax implications of focused funds?
A: The tax implications of focused funds will depend upon the type of focused funds. The tax implications are as follows:
- In the case of equity-based focused funds, you will be taxed at 10% for long term Capital Gains if the amount exceeds Rs.1 lakh. However, if you want to save on these funds' taxes, increase the lock-in period to thirty-six months.
- In debt-based focused funds, long term capital gains are taxed at 20% after indexation. Indexation will be done factoring in the inflation rate.
4. Who should invest in focused funds?
A: Someone who is ready to hold the investment for 3 to 5 years. Hence, investors who are looking for long term investment should consider investing in focused funds.
5. How will I compare focused funds?
A: When you compare two focused funds, you should consider the NAV of the funds and the 3 year and 5-year growth rates of the funds. Usually, investing in funds that have shown a greater growth rate would be considered a better investment.
6. Which are some of the best-focused funds?
A: Presently the some of the best-focused funds that you can think of investing are IIFL Focused Equity Fund (5year growth rate of 18.8%), Principal Focused Multicap Fund (5year growth rate of 15.7%), Axis Focused 25 Fund (5year growth rate of 17.9%) and Nippon India Focused Equity Fund (5year growth rate of 16.5%).
7. How is focused fund different from mutual funds?
A: Focused funds do not have the limitations of mutual funds, where specific percentages of investments have to be made in certain sectors. Here the investment is concentrated on stocks of specific companies, thus, increasing the chances of better performance. The returns can be limited by investing in stocks that do not perform well and holding on till these improve performance. Choice of investment depends on the fund.
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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Research Highlights for ICICI Prudential Focused Equity Fund