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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 September 21, 2023 , 48948 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 ₹150.58
↑ 0.10
₹5,8289.314.621.829.313.718.3
Franklin India Focused Equity Fund Growth ₹78.4259
↑ 0.14
₹9,3879.814.416.527.614.58.9
Nippon India Focused Equity Fund Growth ₹91.003
↑ 0.29
₹6,87711.717.113.826.313.57.7
IIFL Focused Equity Fund Growth ₹34.7353
↑ 0.24
₹4,3378.914.719.424.116.6-0.9
ICICI Prudential Focused Equity Fund Growth ₹59.32
↑ 0.16
₹4,84011.516.718.723.513.76
Principal Focused Multicap Fund Growth ₹123.243
↑ 0.31
₹9159.616.415.221.913.7-0.3
SBI Focused Equity Fund Growth ₹255.322
↑ 0.88
₹29,9218.915.89.719.812.9-8.5
Aditya Birla Sun Life Focused Equity Fund Growth ₹101.423
↑ 0.23
₹6,2308.91311.719.1110.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 15.4% 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 (22 Aug 23) ₹150.58 ↑ 0.10   (0.07 %)
Net Assets (Cr) ₹5,828 on 31 Jul 23
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.76
Information Ratio 0.96
Alpha Ratio 8.84
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,872
31 Aug 20₹8,575
31 Aug 21₹13,004
31 Aug 22₹15,874
31 Aug 23₹18,981

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 1.4%
3 Month 9.3%
6 Month 14.6%
1 Year 21.8%
3 Year 29.3%
5 Year 13.7%
10 Year
15 Year
Since launch 15.4%
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 221.63 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

Data below for HDFC Focused 30 Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services32.99%
Technology11.57%
Health Care10.77%
Industrials6.92%
Consumer Cyclical6.7%
Real Estate5.78%
Utility5%
Communication Services4.05%
Energy3.37%
Asset Allocation
Asset ClassValue
Cash10.88%
Equity87.14%
Debt1.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹575 Cr6,000,000
↑ 625,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹574 Cr3,650,000
↑ 550,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Jan 22 | 500087
6%₹346 Cr2,750,000
↑ 50,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 17 | 532555
5%₹308 Cr14,000,000
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
5%₹281 Cr2,400,000
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹248 Cr2,900,000
↑ 500,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹246 Cr1,900,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
4%₹236 Cr4,200,000
↑ 800,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹224 Cr575,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | M&M
4%₹221 Cr1,400,000

2. 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 13.7% 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 (22 Aug 23) ₹78.4259 ↑ 0.14   (0.18 %)
Net Assets (Cr) ₹9,387 on 31 Jul 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.15
Information Ratio 0.67
Alpha Ratio 3.58
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,433
31 Aug 20₹9,339
31 Aug 21₹15,445
31 Aug 22₹16,960
31 Aug 23₹19,546

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 ₹436,710.
Net Profit of ₹136,710
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 22 Aug 23

DurationReturns
1 Month 0.3%
3 Month 9.8%
6 Month 14.4%
1 Year 16.5%
3 Year 27.6%
5 Year 14.5%
10 Year
15 Year
Since launch 13.7%
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 211.87 Yr.
Varun Sharma1 Apr 230.42 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.72%
Industrials18.86%
Consumer Cyclical10.41%
Health Care9.22%
Technology6.49%
Consumer Defensive4.79%
Basic Materials4.78%
Communication Services4.44%
Energy2.39%
Real Estate2.06%
Asset Allocation
Asset ClassValue
Cash4.84%
Equity95.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹829 Cr8,650,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹801 Cr5,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹588 Cr2,175,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹484 Cr4,970,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹470 Cr3,275,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹465 Cr3,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹415 Cr4,850,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹405 Cr1,494,269
↓ -141,458
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹397 Cr3,575,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹355 Cr355,000

3. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

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

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% 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 (22 Aug 23) ₹91.003 ↑ 0.29   (0.32 %)
Net Assets (Cr) ₹6,877 on 31 Jul 23
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.68
Information Ratio 0.5
Alpha Ratio -1.71
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,770
31 Aug 20₹9,378
31 Aug 21₹15,295
31 Aug 22₹16,826
31 Aug 23₹19,001

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 2%
3 Month 11.7%
6 Month 17.1%
1 Year 13.8%
3 Year 26.3%
5 Year 13.5%
10 Year
15 Year
Since launch 14.2%
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 185.32 Yr.
Kinjal Desai25 May 185.27 Yr.
Prateek Poddar18 Jun 212.2 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.69%
Consumer Cyclical15.33%
Technology11.55%
Industrials10.34%
Communication Services9.49%
Energy6.8%
Consumer Defensive4.79%
Health Care2.44%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹574 Cr3,651,545
↑ 1,526,320
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹495 Cr5,082,989
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹422 Cr2,941,614
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
5%₹370 Cr3,861,739
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
5%₹334 Cr7,595,772
↑ 2,600,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
4%₹302 Cr5,383,950
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹277 Cr3,396,527
↑ 200,000
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹268 Cr86,133
↓ -169
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Apr 22 | ZEEL
4%₹256 Cr9,781,223
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹251 Cr1,044,000
↑ 320,000

4. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

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

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% 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 (22 Aug 23) ₹34.7353 ↑ 0.24   (0.70 %)
Net Assets (Cr) ₹4,337 on 31 Jul 23
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.42
Information Ratio 0.18
Alpha Ratio 6.17
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,636
31 Aug 20₹10,983
31 Aug 21₹17,762
31 Aug 22₹18,057
31 Aug 23₹21,344

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 22 Aug 23

DurationReturns
1 Month 0.5%
3 Month 8.9%
6 Month 14.7%
1 Year 19.4%
3 Year 24.1%
5 Year 16.6%
10 Year
15 Year
Since launch 15.2%
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 193.81 Yr.

Data below for IIFL Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services34.37%
Industrials17.79%
Consumer Cyclical12.93%
Technology9.71%
Basic Materials6.24%
Consumer Defensive4.75%
Communication Services4.29%
Utility3.64%
Health Care2.94%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹383 Cr2,435,685
↑ 106,668
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹377 Cr3,931,929
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
6%₹264 Cr2,715,956
↑ 53,254
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹248 Cr1,728,235
↑ 30,820
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
5%₹217 Cr3,616,357
↑ 286,579
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹212 Cr784,154
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹186 Cr2,167,661
↑ 147,630
NTPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 532555
4%₹161 Cr7,323,661
↑ 200,686
Cyient Ltd (Industrials)
Equity, Since 31 Jan 20 | CYIENT
3%₹146 Cr889,117
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
3%₹137 Cr22,081,341
↑ 1,373,821

5. 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 13.3% 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 (22 Aug 23) ₹59.32 ↑ 0.16   (0.27 %)
Net Assets (Cr) ₹4,840 on 31 Jul 23
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 1.28
Information Ratio 0.13
Alpha Ratio 5.39
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,865
31 Aug 20₹9,672
31 Aug 21₹14,884
31 Aug 22₹15,897
31 Aug 23₹18,580

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 1%
3 Month 11.5%
6 Month 16.7%
1 Year 18.7%
3 Year 23.5%
5 Year 13.7%
10 Year
15 Year
Since launch 13.3%
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
Anish Tawakley1 May 230.33 Yr.
Vaibhav Dusad8 Aug 221.06 Yr.
Sharmila D’mello31 Jul 221.09 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services20.27%
Industrials15.12%
Consumer Cyclical14.5%
Health Care8.77%
Energy7.58%
Consumer Defensive6.9%
Communication Services6.86%
Technology5.76%
Real Estate4.7%
Basic Materials2.92%
Utility2.84%
Asset Allocation
Asset ClassValue
Cash3.79%
Equity96.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
8%₹403 Cr4,202,236
↓ -55,888
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
8%₹368 Cr1,529,408
↓ -100,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
6%₹307 Cr2,763,206
↑ 98,069
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹279 Cr1,946,395
↓ -50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹244 Cr901,242
↓ -69,128
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MARUTI
5%₹240 Cr240,380
↑ 53,728
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹208 Cr1,324,784
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹180 Cr2,103,924
↑ 395,503
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | 500096
3%₹169 Cr3,063,249
↑ 408,978
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | 540376
3%₹165 Cr444,822
↑ 83,000

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 15.2% 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 (22 Aug 23) ₹123.243 ↑ 0.31   (0.25 %)
Net Assets (Cr) ₹915 on 31 Jul 23
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 1.01
Information Ratio -0.3
Alpha Ratio 2.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,327
31 Aug 20₹10,308
31 Aug 21₹16,435
31 Aug 22₹16,815
31 Aug 23₹18,828

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 0.3%
3 Month 9.6%
6 Month 16.4%
1 Year 15.2%
3 Year 21.9%
5 Year 13.7%
10 Year
15 Year
Since launch 15.2%
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 193.89 Yr.
Sudhir Kedia16 May 221.29 Yr.

Data below for Principal Focused Multicap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services30.61%
Industrials16.56%
Technology12.31%
Consumer Defensive10.26%
Health Care7.34%
Energy7.1%
Consumer Cyclical6.61%
Real Estate2.38%
Communication Services2.19%
Asset Allocation
Asset ClassValue
Cash4.65%
Equity95.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹81 Cr514,000
↑ 28,880
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹65 Cr268,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
6%₹58 Cr407,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹54 Cr562,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
5%₹42 Cr156,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹40 Cr715,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | NESTLEIND
4%₹32 Cr14,500
↑ 14,500
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | 540376
3%₹29 Cr78,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500034
3%₹27 Cr37,000
ICRA Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICRA
3%₹26 Cr45,000

7. 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 18.6% 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 (21 Aug 23) ₹255.322 ↑ 0.88   (0.35 %)
Net Assets (Cr) ₹29,921 on 31 Jul 23
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.87
Information Ratio -0.33
Alpha Ratio 1.18
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,573
31 Aug 20₹10,560
31 Aug 21₹16,392
31 Aug 22₹16,417
31 Aug 23₹18,266

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 ₹415,684.
Net Profit of ₹115,684
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 22 Aug 23

DurationReturns
1 Month -0.7%
3 Month 8.9%
6 Month 15.8%
1 Year 9.7%
3 Year 19.8%
5 Year 12.9%
10 Year
15 Year
Since launch 18.6%
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 0914.34 Yr.
Mohit Jain30 Nov 175.75 Yr.

Data below for SBI Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services40.63%
Communication Services16.19%
Consumer Defensive10.18%
Consumer Cyclical8.66%
Health Care7.17%
Basic Materials4.26%
Industrials2.13%
Utility2.09%
Asset Allocation
Asset ClassValue
Cash8.7%
Equity91.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹2,550 Cr16,228,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
8%₹2,252 Cr2,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
7%₹2,205 Cr23,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
7%₹1,928 Cr15,300,000
Procter & Gamble Hygiene and Health Care Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
6%₹1,664 Cr1,043,079
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹1,627 Cr19,000,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
5%₹1,516 Cr27,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹1,504 Cr2,100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,471 Cr4,095,143
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹1,113 Cr2,300,000
↓ -400,000

8. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

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

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% 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 (22 Aug 23) ₹101.423 ↑ 0.23   (0.22 %)
Net Assets (Cr) ₹6,230 on 31 Jul 23
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.93
Sharpe Ratio 0.7
Information Ratio -1.28
Alpha Ratio -1.68
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,347
31 Aug 20₹9,822
31 Aug 21₹14,882
31 Aug 22₹15,190
31 Aug 23₹16,686

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month 0.5%
3 Month 8.9%
6 Month 13%
1 Year 11.7%
3 Year 19.1%
5 Year 11%
10 Year
15 Year
Since launch 13.9%
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
Kunal Sangoi7 May 212.32 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services38.74%
Technology12.63%
Consumer Cyclical10.4%
Industrials6.69%
Consumer Defensive6.59%
Energy5.76%
Basic Materials5.27%
Communication Services4.28%
Health Care2.9%
Real Estate2.84%
Utility2.58%
Asset Allocation
Asset ClassValue
Cash1.31%
Equity98.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
10%₹644 Cr4,098,258
↑ 912,832
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹546 Cr5,690,329
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
8%₹473 Cr3,293,601
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
6%₹355 Cr1,313,113
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹354 Cr1,471,151
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹265 Cr2,723,645
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
4%₹250 Cr2,917,038
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹235 Cr4,190,595
↓ -536,434
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
4%₹232 Cr1,470,350
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
4%₹226 Cr315,441

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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