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8 Best Performing Focused Mutual Funds to Invest In 2023

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8 Best Performing Focused Funds 2023

Updated on March 22, 2023 , 47099 views

Focused funds are getting popular due to their systematic approach in selecting stocks. These funds aim for higher returns by Investing in limited stocks. But, before we jump to the list of best performing focused funds, let’s first understand the objective and purpose of this Mutual Fund scheme.

What are Focused Funds?

Focused funds are a type of Equity Fund that invests in a limited number of stocks. These funds focus on large-cap, mid, small or multi cap stocks. As per Security and Exchange of India (SEBI), a focused fund can invest in a minimum of 30 stocks. A focused fund scheme can invest at least 60 percent of its total assets in equities.

By investing in a limited number of quality companies that have a growth potential, focused funds aim to deliver high returns. These funds emphasize quality over quantity. Rather than diversifying across a large number of holdings, the fund manager of focused funds would prefer holding stocks that have the most confidence in. The securities that these funds buy are usually thoroughly researched.

One of the disadvantages of these funds is that they lack diversification, thus exposed to a great amount of risk compared to other Mutual Funds.

Benefits of Investing in Focused Mutual Funds

As focused funds invest in limited stocks, they are extremely methodical. These funds strive to choose the best possible investments that can work in the favor of investors. The whole purpose of the focused fund is to hit the bull’s eye with the right stock and earn high returns. The fund managers of focused funds are expert at picking winners and beating the returns of the broader stock Market.

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Top 8 Best Focused Mutual Funds FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Focused 30 Fund Growth ₹128.868
↓ -0.47
₹3,610-1.91.713.539.211.118.3
Nippon India Focused Equity Fund Growth ₹75.8264
↓ -0.97
₹5,930-4.4-60.136.811.17.7
Franklin India Focused Equity Fund Growth ₹66.0857
↓ -0.42
₹8,023-4.8-3.63.934.812.28.9
ICICI Prudential Focused Equity Fund Growth ₹49.64
↓ -0.46
₹3,921-3.1-0.23.433.212.16
IIFL Focused Equity Fund Growth ₹29.582
↓ -0.15
₹3,417-0.60.4332.916.9-0.9
Aditya Birla Sun Life Focused Equity Fund Growth ₹86.619
↓ -0.71
₹5,634-5.2-3.6-2.727.39.80.4
Principal Focused Multicap Fund Growth ₹102.733
↓ -0.84
₹771-3.8-4.8-427.212.3-0.3
SBI Focused Equity Fund Growth ₹217.023
↓ -1.28
₹26,561-3.9-7-5.425.111.2-8.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23

1. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

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

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

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (24 Mar 23) ₹128.868 ↓ -0.47   (-0.37 %)
Net Assets (Cr) ₹3,610 on 28 Feb 23
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 0.91
Information Ratio 0.77
Alpha Ratio 13.61
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,719
29 Feb 20₹8,533
28 Feb 21₹10,932
28 Feb 22₹13,520
28 Feb 23₹15,980

HDFC Focused 30 Fund SIP Returns

   
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 HDFC Focused 30 Fund

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

DurationReturns
1 Month -1.7%
3 Month -1.9%
6 Month 1.7%
1 Year 13.5%
3 Year 39.2%
5 Year 11.1%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 18.3%
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
2013 -2.3%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 221.05 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Focused 30 Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services33.62%
Technology11.14%
Industrials9.69%
Health Care8.66%
Consumer Cyclical7.86%
Utility5.68%
Energy4.28%
Communication Services3.94%
Real Estate2.65%
Consumer Defensive0.62%
Asset Allocation
Asset ClassValue
Cash11.87%
Equity88.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹308 Cr3,700,000
↑ 700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹293 Cr1,825,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 08 | INFY
5%₹169 Cr1,100,000
↑ 125,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
5%₹157 Cr1,400,000
↑ 148,415
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
4%₹149 Cr2,700,000
↑ 540,105
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M
4%₹145 Cr1,050,000
↑ 94,151
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹133 Cr1,725,000
↑ 125,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹128 Cr500,000
↑ 87,110
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
4%₹127 Cr7,400,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹122 Cr1,000,000
↑ 75,000

2. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

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

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

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (24 Mar 23) ₹75.8264 ↓ -0.97   (-1.27 %)
Net Assets (Cr) ₹5,930 on 28 Feb 23
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.05
Information Ratio 0.22
Alpha Ratio 0.4
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,035
29 Feb 20₹9,312
28 Feb 21₹13,435
28 Feb 22₹15,453
28 Feb 23₹16,003

Nippon India Focused Equity Fund SIP Returns

   
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 Nippon India Focused Equity Fund

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

DurationReturns
1 Month -2.3%
3 Month -4.4%
6 Month -6%
1 Year 0.1%
3 Year 36.8%
5 Year 11.1%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
2013 2.9%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 184.74 Yr.
Kinjal Desai25 May 184.69 Yr.
Prateek Poddar18 Jun 211.62 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services32.94%
Industrials13.43%
Consumer Cyclical11.13%
Communication Services9.53%
Technology9.45%
Energy7.66%
Consumer Defensive4.11%
Health Care2.47%
Asset Allocation
Asset ClassValue
Cash8.54%
Equity91.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
8%₹467 Cr5,359,888
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
7%₹439 Cr2,862,398
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
5%₹329 Cr5,937,498
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
5%₹292 Cr3,511,739
↑ 420,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
4%₹263 Cr1,236,860
↓ -250,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹252 Cr7,158,008
↓ -300,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹250 Cr1,064,209
↑ 100,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 20 | HDFC
4%₹249 Cr950,687
↓ -100,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹240 Cr3,315,300
↑ 150,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹220 Cr9,763,762
↑ 700,000

3. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

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

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

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (24 Mar 23) ₹66.0857 ↓ -0.42   (-0.63 %)
Net Assets (Cr) ₹8,023 on 28 Feb 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.15
Information Ratio 0.27
Alpha Ratio 3.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,551
29 Feb 20₹10,000
28 Feb 21₹13,561
28 Feb 22₹16,125
28 Feb 23₹17,211

Franklin India Focused Equity Fund SIP Returns

   
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 Franklin India Focused Equity Fund

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

DurationReturns
1 Month -3%
3 Month -4.8%
6 Month -3.6%
1 Year 3.9%
3 Year 34.8%
5 Year 12.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 211.29 Yr.
Anand Radhakrishnan2 May 166.76 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services34.65%
Industrials20.26%
Health Care7.64%
Consumer Cyclical7.1%
Technology5.33%
Basic Materials5.28%
Consumer Defensive5.19%
Communication Services4.75%
Energy2.56%
Real Estate2.29%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹818 Cr5,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹720 Cr8,650,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹520 Cr2,450,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹441 Cr2,875,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹433 Cr4,970,000
↓ -480,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹393 Cr5,100,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹353 Cr3,466,950
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
4%₹343 Cr6,200,000
↓ -1,000,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹323 Cr2,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹289 Cr325,000
↑ 21,247

4. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

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

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

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (24 Mar 23) ₹49.64 ↓ -0.46   (-0.92 %)
Net Assets (Cr) ₹3,921 on 28 Feb 23
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.2
Information Ratio 0.71
Alpha Ratio 3.98
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,827
29 Feb 20₹9,394
28 Feb 21₹13,622
28 Feb 22₹16,240
28 Feb 23₹17,465

ICICI Prudential Focused Equity Fund SIP Returns

   
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 ICICI Prudential Focused Equity Fund

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

DurationReturns
1 Month -2%
3 Month -3.1%
6 Month -0.2%
1 Year 3.4%
3 Year 33.2%
5 Year 12.1%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6%
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
2013 9.2%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Sankaran Naren8 Aug 220.48 Yr.
Vaibhav Dusad8 Aug 220.48 Yr.
Sharmila D’mello31 Jul 220.51 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.15%
Consumer Cyclical13.28%
Health Care7.38%
Consumer Defensive6.98%
Industrials6.95%
Communication Services6.7%
Technology5.51%
Energy5.21%
Basic Materials3.75%
Utility3.09%
Real Estate2.14%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
8%₹308 Cr3,696,478
↑ 285,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
7%₹291 Cr2,809,503
↓ -75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | HDFCBANK
6%₹245 Cr1,529,810
↑ 89,203
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹217 Cr1,414,995
↓ -6,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MARUTI
5%₹203 Cr227,780
↓ -17,325
State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN
5%₹193 Cr3,486,096
↑ 295,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹149 Cr1,928,693
↓ -140,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 21 | ULTRACEMCO
4%₹148 Cr208,420
↑ 11,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹147 Cr692,098
↓ -27,112
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
3%₹133 Cr563,482
↑ 37,000

5. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

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

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

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (24 Mar 23) ₹29.582 ↓ -0.15   (-0.51 %)
Net Assets (Cr) ₹3,417 on 28 Feb 23
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.05
Information Ratio -0.09
Alpha Ratio 0.28
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,993
29 Feb 20₹12,763
28 Feb 21₹16,491
28 Feb 22₹19,985
28 Feb 23₹20,703

IIFL Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for IIFL Focused Equity Fund

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

DurationReturns
1 Month -1.7%
3 Month -0.6%
6 Month 0.4%
1 Year 3%
3 Year 32.9%
5 Year 16.9%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 193.23 Yr.

Data below for IIFL Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.47%
Industrials14.33%
Consumer Cyclical13.42%
Basic Materials8.8%
Technology8.41%
Health Care6.17%
Communication Services4.65%
Consumer Defensive2.91%
Utility2.8%
Energy1.98%
Asset Allocation
Asset ClassValue
Cash5.05%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹299 Cr1,866,907
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹273 Cr3,287,614
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹213 Cr1,390,858
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹167 Cr784,154
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
5%₹161 Cr1,845,709
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹156 Cr2,020,031
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹128 Cr2,313,007
↓ -290,519
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
3%₹119 Cr2,643,181
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 500480
3%₹109 Cr758,163
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO
3%₹103 Cr896,883

6. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

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

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

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

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (24 Mar 23) ₹86.619 ↓ -0.71   (-0.82 %)
Net Assets (Cr) ₹5,634 on 28 Feb 23
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.2
Information Ratio -1
Alpha Ratio -1.51
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,690
29 Feb 20₹10,562
28 Feb 21₹13,231
28 Feb 22₹15,437
28 Feb 23₹15,667

Aditya Birla Sun Life Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life Focused Equity Fund

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

DurationReturns
1 Month -3.1%
3 Month -5.2%
6 Month -3.6%
1 Year -2.7%
3 Year 27.3%
5 Year 9.8%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.4%
2021 26.7%
2020 16%
2019 11.3%
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
2014 48.9%
2013 9.1%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Mahesh Patil29 Jul 1012.52 Yr.
Kunal Sangoi7 May 211.74 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services38.9%
Technology13.52%
Consumer Cyclical11.21%
Consumer Defensive5.74%
Energy5.63%
Industrials4.89%
Communication Services4.11%
Basic Materials3.41%
Health Care2.04%
Real Estate1.84%
Utility1.78%
Asset Allocation
Asset ClassValue
Cash6.31%
Equity93.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFC
9%₹544 Cr2,075,587
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹525 Cr6,314,101
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
8%₹460 Cr2,998,601
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹323 Cr1,371,151
↑ 52,571
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
5%₹280 Cr3,215,852
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹280 Cr1,317,968
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹256 Cr4,627,029
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
4%₹225 Cr2,917,038
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹222 Cr1,817,345
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
4%₹203 Cr1,470,350

7. Principal Focused Multicap Fund

(Erstwhile Principal Large Cap Fund)

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

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

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (24 Mar 23) ₹102.733 ↓ -0.84   (-0.81 %)
Net Assets (Cr) ₹771 on 28 Feb 23
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.27
Information Ratio -0.42
Alpha Ratio -2.93
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,819
29 Feb 20₹11,278
28 Feb 21₹14,680
28 Feb 22₹17,389
28 Feb 23₹17,315

Principal Focused Multicap Fund SIP Returns

   
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 Principal Focused Multicap Fund

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

DurationReturns
1 Month -2.6%
3 Month -3.8%
6 Month -4.8%
1 Year -4%
3 Year 27.2%
5 Year 12.3%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.3%
2021 33.7%
2020 19.7%
2019 11.8%
2018 -1.2%
2017 31.8%
2016 3.8%
2015 0.6%
2014 43.4%
2013 3%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 193.31 Yr.
Sudhir Kedia16 May 220.72 Yr.

Data below for Principal Focused Multicap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.26%
Industrials17.14%
Consumer Cyclical10.04%
Technology7.17%
Energy6.72%
Consumer Defensive5.42%
Basic Materials4.52%
Communication Services2.93%
Real Estate2.05%
Health Care2%
Asset Allocation
Asset ClassValue
Cash10.34%
Equity89.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹59 Cr713,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 10 | HDFC
7%₹54 Cr206,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹52 Cr221,000
↑ 6,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
6%₹48 Cr313,000
Canara Bank (Financial Services)
Equity, Since 31 Jul 21 | 532483
5%₹38 Cr1,248,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
4%₹33 Cr156,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹31 Cr565,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | 540376
3%₹25 Cr72,000
↑ 7,045
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Sep 21 | 500477
3%₹24 Cr1,625,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
3%₹23 Cr581,000

8. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

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

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

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (24 Mar 23) ₹217.023 ↓ -1.28   (-0.58 %)
Net Assets (Cr) ₹26,561 on 28 Feb 23
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.81
Information Ratio -0.7
Alpha Ratio -9.55
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,748
29 Feb 20₹11,688
28 Feb 21₹14,009
28 Feb 22₹17,391
28 Feb 23₹16,395

SBI Focused Equity Fund SIP Returns

   
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 SBI Focused Equity Fund

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

DurationReturns
1 Month -0.1%
3 Month -3.9%
6 Month -7%
1 Year -5.4%
3 Year 25.1%
5 Year 11.2%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -8.5%
2021 43%
2020 14.5%
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0913.76 Yr.
Mohit Jain30 Nov 175.18 Yr.

Data below for SBI Focused Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services38.51%
Communication Services14.01%
Consumer Cyclical10.97%
Health Care9.67%
Consumer Defensive8.58%
Utility4.97%
Basic Materials4.88%
Industrials1.6%
Asset Allocation
Asset ClassValue
Cash6.8%
Equity93.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
8%₹2,036 Cr12,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
7%₹1,913 Cr23,000,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
7%₹1,849 Cr33,399,900
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
6%₹1,587 Cr15,197,150
↑ 298,100
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
6%₹1,585 Cr2,000,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
5%₹1,478 Cr1,043,079
↑ 30,669
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹1,464 Cr19,000,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
5%₹1,319 Cr3,294,468
↓ -5,532
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹1,236 Cr2,100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,227 Cr3,700,000

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!

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FAQs

1. Who invests in focused funds and why?

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

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

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

3. What are the tax implications of focused funds?

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

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

4. Who should invest in focused funds?

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

5. How will I compare focused funds?

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

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

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

7. How is focused fund different from mutual funds?

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

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