8 Best Performing Focused Mutual Funds to Invest In 2025

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8 Best Performing Focused Funds 2025

Updated on June 26, 2025 , 50804 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 25 - 26

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Focused 30 Fund Growth	₹232.089 ↑ 0.93	₹19,578	8.3	7.5	10.7	27.6	29.4	24
ICICI Prudential Focused Equity Fund Growth	₹92.94 ↑ 0.28	₹11,667	10.9	9	11.7	27.2	26.5	26.5
DSP BlackRock Focus Fund Growth	₹55.202 ↑ 0.21	₹2,576	7.3	4.9	7.6	23.3	20.9	18.5
Franklin India Focused Equity Fund Growth	₹109.092 ↑ 0.46	₹12,147	9.9	3.4	3.2	22	24.7	19.9
IIFL Focused Equity Fund Growth	₹47.5118 ↑ 0.13	₹7,400	7.7	4.6	0.8	22	23.8	14.7
Aditya Birla Sun Life Focused Equity Fund Growth	₹145.129 ↑ 0.11	₹7,774	10	6.6	8.6	20.8	21.5	18.7
Nippon India Focused Equity Fund Growth	₹123.773 ↑ 0.51	₹8,553	12.5	7.7	5.2	20.1	24.9	10.1
SBI Focused Equity Fund Growth	₹355.297 ↑ 4.10	₹37,122	8.9	7.3	9.5	19.7	20.8	17.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25

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 16.3% since its launch. Ranked 39 in Focused category. Return for 2024 was 24% , 2023 was 29.6% and 2022 was 18.3% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund Growth
Launch Date	17 Sep 04
NAV (27 Jun 25)	₹232.089 ↑ 0.93 (0.40 %)
Net Assets (Cr)	₹19,578 on 31 May 25
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.68
Information Ratio	1.44
Alpha Ratio	5.88
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
31 May 20	₹10,000
31 May 21	₹16,532
31 May 22	₹19,957
31 May 23	₹23,995
31 May 24	₹33,763
31 May 25	₹38,866

HDFC Focused 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 27 Jun 25

Duration	Returns
1 Month	2.7%
3 Month	8.3%
6 Month	7.5%
1 Year	10.7%
3 Year	27.6%
5 Year	29.4%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	24%
2023	29.6%
2022	18.3%
2021	40.1%
2020	4.2%
2019	3.8%
2018	-14.6%
2017	38.7%
2016	2.1%
2015	5%

Fund Manager information for HDFC Focused 30 Fund

Name	Since	Tenure
Roshi Jain	13 Jan 22	3.38 Yr.
Dhruv Muchhal	22 Jun 23	1.94 Yr.

Data below for HDFC Focused 30 Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	39.91%
Consumer Cyclical	21.03%
Health Care	8.3%
Technology	4.46%
Industrials	3.57%
Communication Services	3.01%
Real Estate	2.88%
Basic Materials	2.87%

Asset Allocation

Asset Class	Value
Cash	13.7%
Equity	86.03%
Debt	0.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	9%	₹1,712 Cr	12,000,000 ↑ 500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	9%	₹1,694 Cr	8,800,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	9%	₹1,635 Cr	13,800,000 ↑ 200,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| KOTAKBANK	4%	₹795 Cr	3,600,000 ↑ 100,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	4%	₹795 Cr	4,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	4%	₹766 Cr	625,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 22 \| 500087	4%	₹744 Cr	4,800,000 ↑ 300,000
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	4%	₹711 Cr	4,533,004 ↑ 533,004
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	3%	₹559 Cr	3,000,000 ↓ -200,000
Tata Steel Ltd (Basic Materials) Equity, Since 30 Sep 24 \| TATASTEEL	3%	₹532 Cr	38,000,000 ↑ 5,000,000

2. 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 14.9% since its launch. Ranked 65 in Focused category. Return for 2024 was 26.5% , 2023 was 28.3% and 2022 was 6% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund Growth
Launch Date	28 May 09
NAV (27 Jun 25)	₹92.94 ↑ 0.28 (0.30 %)
Net Assets (Cr)	₹11,667 on 31 May 25
Category	Equity - Focused
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.99
Sharpe Ratio	0.57
Information Ratio	1.4
Alpha Ratio	6.62
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
31 May 20	₹10,000
31 May 21	₹15,896
31 May 22	₹17,561
31 May 23	₹20,179
31 May 24	₹28,804
31 May 25	₹33,371

ICICI Prudential Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 27 Jun 25

Duration	Returns
1 Month	4%
3 Month	10.9%
6 Month	9%
1 Year	11.7%
3 Year	27.2%
5 Year	26.5%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.5%
2023	28.3%
2022	6%
2021	36.1%
2020	24.6%
2019	0.4%
2018	-2.7%
2017	23.4%
2016	10.6%
2015	-5.2%

Fund Manager information for ICICI Prudential Focused Equity Fund

Name	Since	Tenure
Vaibhav Dusad	8 Aug 22	2.81 Yr.
Sharmila D’mello	31 Jul 22	2.84 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	31.67%
Basic Materials	11.17%
Industrials	10.44%
Consumer Cyclical	9.16%
Health Care	7.86%
Communication Services	6.18%
Real Estate	4.63%
Consumer Defensive	4.45%
Energy	3.76%
Utility	3.08%
Technology	3.06%

Asset Allocation

Asset Class	Value
Cash	6.23%
Equity	93.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| ICICIBANK	9%	₹972 Cr	6,811,303 ↓ -175,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| HDFCBANK	7%	₹751 Cr	3,902,593 ↓ -433,311
Axis Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| 532215	6%	₹712 Cr	6,011,207 ↑ 73,875
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jul 23 \| 532538	5%	₹567 Cr	487,101 ↓ -9,685
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	5%	₹520 Cr	2,840,484 ↓ -16,250
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	5%	₹518 Cr	1,551,570 ↑ 132,450
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	4%	₹436 Cr	2,337,427
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 25 \| RELIANCE	4%	₹415 Cr	2,951,512 ↑ 725,689
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Nov 24 \| PIDILITIND	4%	₹389 Cr	1,282,388 ↑ 44,893
Max Financial Services Ltd (Financial Services) Equity, Since 30 Sep 24 \| 500271	3%	₹368 Cr	2,816,594 ↑ 166,400

3. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

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

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch. Ranked 27 in Focused category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund Growth
Launch Date	10 Jun 10
NAV (27 Jun 25)	₹55.202 ↑ 0.21 (0.38 %)
Net Assets (Cr)	₹2,576 on 31 May 25
Category	Equity - Focused
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.15
Sharpe Ratio	0.46
Information Ratio	0.3
Alpha Ratio	4.38
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
31 May 20	₹10,000
31 May 21	₹15,748
31 May 22	₹15,733
31 May 23	₹17,423
31 May 24	₹24,038
31 May 25	₹27,335

DSP BlackRock Focus Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for DSP BlackRock Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25

Duration	Returns
1 Month	1.6%
3 Month	7.3%
6 Month	4.9%
1 Year	7.6%
3 Year	23.3%
5 Year	20.9%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.5%
2023	34.2%
2022	-4.5%
2021	22.3%
2020	9%
2019	18%
2018	-5.6%
2017	29.2%
2016	6.1%
2015	2%

Fund Manager information for DSP BlackRock Focus Fund

Name	Since	Tenure
Vinit Sambre	1 Jun 20	5 Yr.
Bhavin Gandhi	1 Feb 24	1.33 Yr.

Data below for DSP BlackRock Focus Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	35.18%
Basic Materials	9.61%
Health Care	9.31%
Technology	9.16%
Consumer Cyclical	5.92%
Industrials	5%
Real Estate	3.77%
Energy	3.62%
Communication Services	3.3%
Consumer Defensive	2.46%
Utility	2.12%

Asset Allocation

Asset Class	Value
Cash	10.56%
Equity	89.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 22 \| 500034	8%	₹192 Cr	221,914
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| ICICIBANK	7%	₹164 Cr	1,148,242
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹130 Cr	677,687
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532215	4%	₹110 Cr	932,100
Coforge Ltd (Technology) Equity, Since 31 Jul 23 \| COFORGE	4%	₹108 Cr	147,483
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| 524494	4%	₹104 Cr	742,934
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Aug 21 \| CHOLAFIN	4%	₹95 Cr	639,048
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jul 22 \| 503100	4%	₹93 Cr	558,910
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Dec 23 \| 500547	4%	₹89 Cr	2,883,018
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	4%	₹87 Cr	494,234 ↑ 154,754

4. 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 14.3% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Growth
Launch Date	26 Jul 07
NAV (27 Jun 25)	₹109.092 ↑ 0.46 (0.42 %)
Net Assets (Cr)	₹12,147 on 31 May 25
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	0.09
Information Ratio	0.16
Alpha Ratio	-1.57
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
31 May 20	₹10,000
31 May 21	₹17,722
31 May 22	₹19,007
31 May 23	₹22,059
31 May 24	₹29,994
31 May 25	₹32,116

Franklin India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 27 Jun 25

Duration	Returns
1 Month	4.1%
3 Month	9.9%
6 Month	3.4%
1 Year	3.2%
3 Year	22%
5 Year	24.7%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.9%
2023	23.5%
2022	8.9%
2021	39.4%
2020	10.9%
2019	10.9%
2018	-8.8%
2017	37.4%
2016	5%
2015	1.5%

Fund Manager information for Franklin India Focused Equity Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.62 Yr.
Venkatesh Sanjeevi	4 Oct 24	0.66 Yr.
Sandeep Manam	18 Oct 21	3.62 Yr.

Data below for Franklin India Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	36.18%
Consumer Cyclical	12.02%
Health Care	9.43%
Industrials	7.47%
Technology	6.3%
Communication Services	6.08%
Energy	5.4%
Basic Materials	4.17%
Consumer Defensive	4.13%
Real Estate	2.97%

Asset Allocation

Asset Class	Value
Cash	5.86%
Equity	94.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	11%	₹1,309 Cr	6,800,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	10%	₹1,184 Cr	8,300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	6%	₹727 Cr	3,900,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	6%	₹711 Cr	6,000,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	5%	₹646 Cr	4,600,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	5%	₹586 Cr	3,200,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	5%	₹546 Cr	23,500,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 21 \| 500087	5%	₹543 Cr	3,500,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 25 \| TCS	4%	₹484 Cr	1,400,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	4%	₹429 Cr	350,000

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 15.7% since its launch. Return for 2024 was 14.7% , 2023 was 29.8% and 2022 was -0.9% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund Growth
Launch Date	30 Oct 14
NAV (27 Jun 25)	₹47.5118 ↑ 0.13 (0.27 %)
Net Assets (Cr)	₹7,400 on 31 May 25
Category	Equity - Focused
AMC	IIFL Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.87
Sharpe Ratio	-0.01
Information Ratio	0.34
Alpha Ratio	-2.66
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.

Date	Value
31 May 20	₹10,000
31 May 21	₹16,796
31 May 22	₹18,117
31 May 23	₹21,463
31 May 24	₹29,313
31 May 25	₹30,946

IIFL Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 27 Jun 25

Duration	Returns
1 Month	2.8%
3 Month	7.7%
6 Month	4.6%
1 Year	0.8%
3 Year	22%
5 Year	23.8%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	14.7%
2023	29.8%
2022	-0.9%
2021	36.4%
2020	23.8%
2019	27.3%
2018	-6.8%
2017	30%
2016	9.9%
2015	1.8%

Fund Manager information for IIFL Focused Equity Fund

Name	Since	Tenure
Mayur Patel	11 Nov 19	5.56 Yr.
Ashish Ongari	21 Feb 25	0.27 Yr.

Data below for IIFL Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	31.35%
Consumer Cyclical	14.31%
Industrials	13.51%
Communication Services	11.19%
Technology	8.28%
Health Care	6.62%
Basic Materials	5.79%
Consumer Defensive	1.54%
Utility	1.05%

Asset Allocation

Asset Class	Value
Cash	6.37%
Equity	93.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 17 \| HDFCBANK	9%	₹660 Cr	3,429,979 ↓ -166,624
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	8%	₹522 Cr	3,660,280 ↓ -100,772
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	6%	₹409 Cr	2,723,538
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jul 19 \| BHARTIARTL	5%	₹383 Cr	2,052,063
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| 500034	5%	₹325 Cr	375,988 ↑ 15,276
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 23 \| CHOLAFIN	5%	₹318 Cr	2,129,753 ↓ -438,596
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Sep 23 \| 534816	5%	₹317 Cr	7,775,699
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 20 \| DIVISLAB	4%	₹302 Cr	496,387
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 May 21 \| TATAMOTORS	4%	₹292 Cr	4,536,343
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Nov 22 \| APLAPOLLO	4%	₹249 Cr	1,540,025

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 14.6% since its launch. Ranked 24 in Focused category. Return for 2024 was 18.7% , 2023 was 23% and 2022 was 0.4% .

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 (27 Jun 25)	₹145.129 ↑ 0.11 (0.07 %)
Net Assets (Cr)	₹7,774 on 31 May 25
Category	Equity - Focused
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	0.43
Information Ratio	-0.38
Alpha Ratio	3.53
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
31 May 20	₹10,000
31 May 21	₹15,831
31 May 22	₹16,956
31 May 23	₹18,595
31 May 24	₹24,272
31 May 25	₹27,372

Aditya Birla Sun Life Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 27 Jun 25

Duration	Returns
1 Month	3.8%
3 Month	10%
6 Month	6.6%
1 Year	8.6%
3 Year	20.8%
5 Year	21.5%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	18.7%
2023	23%
2022	0.4%
2021	26.7%
2020	16%
2019	11.3%
2018	-4.1%
2017	30.9%
2016	6.7%
2015	0%

Fund Manager information for Aditya Birla Sun Life Focused Equity Fund

Name	Since	Tenure
Kunal Sangoi	7 May 21	4.07 Yr.
Dhaval Joshi	21 Nov 22	2.53 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	33.15%
Consumer Cyclical	15.23%
Technology	11.92%
Industrials	6.14%
Energy	5.85%
Consumer Defensive	5.49%
Communication Services	4.58%
Basic Materials	4.56%
Utility	3.65%
Health Care	3.08%
Real Estate	2.74%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	96.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹637 Cr	4,463,191 ↓ -125,156
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 05 \| RELIANCE	6%	₹444 Cr	3,163,055
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	6%	₹422 Cr	2,193,113
Infosys Ltd (Technology) Equity, Since 31 Oct 05 \| INFY	5%	₹400 Cr	2,664,897 ↑ 243,104
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	5%	₹348 Cr	1,867,700 ↓ -350,036
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 19 \| 532215	4%	₹332 Cr	2,800,369
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 05 \| LT	4%	₹315 Cr	943,553
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	4%	₹277 Cr	7,824,503
Tech Mahindra Ltd (Technology) Equity, Since 30 Sep 24 \| 532755	4%	₹269 Cr	1,790,150 ↑ 39,006
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| SBILIFE	3%	₹253 Cr	1,433,549

7. 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 14.5% since its launch. Ranked 30 in Focused category. Return for 2024 was 10.1% , 2023 was 27.1% and 2022 was 7.7% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund Growth
Launch Date	26 Dec 06
NAV (27 Jun 25)	₹123.773 ↑ 0.51 (0.42 %)
Net Assets (Cr)	₹8,553 on 31 May 25
Category	Equity - Focused
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.87
Sharpe Ratio	0.31
Information Ratio	-0.26
Alpha Ratio	2.26
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
31 May 20	₹10,000
31 May 21	₹18,508
31 May 22	₹20,295
31 May 23	₹22,643
31 May 24	₹29,337
31 May 25	₹32,530

Nippon India Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 27 Jun 25

Duration	Returns
1 Month	2.9%
3 Month	12.5%
6 Month	7.7%
1 Year	5.2%
3 Year	20.1%
5 Year	24.9%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.1%
2023	27.1%
2022	7.7%
2021	36.6%
2020	16.1%
2019	7%
2018	-12.7%
2017	42.7%
2016	2.9%
2015	8.3%

Fund Manager information for Nippon India Focused Equity Fund

Name	Since	Tenure
Vinay Sharma	7 May 18	7.07 Yr.
Kinjal Desai	25 May 18	7.02 Yr.
Rishit Parikh	19 Aug 24	0.78 Yr.

Data below for Nippon India Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	34.34%
Consumer Cyclical	20.93%
Industrials	11.9%
Health Care	9.97%
Energy	5.93%
Technology	4.13%
Basic Materials	3.33%
Communication Services	2.53%

Asset Allocation

Asset Class	Value
Cash	6.93%
Equity	93.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹643 Cr	3,339,641
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| 532215	8%	₹640 Cr	5,396,932
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	7%	₹544 Cr	3,811,739
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	6%	₹486 Cr	3,460,167 ↑ 95,103
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	4%	₹338 Cr	2,255,027 ↑ 150,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 21 \| SBICARD	4%	₹317 Cr	3,634,210
3M India Ltd (Industrials) Equity, Since 30 Jun 22 \| 3MINDIA	4%	₹287 Cr	95,302
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Nov 24 \| INDIGO	3%	₹279 Cr	530,850 ↓ -15,059
Grasim Industries Ltd (Basic Materials) Equity, Since 31 Jan 25 \| GRASIM	3%	₹273 Cr	998,096
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| HEROMOTOCO	3%	₹254 Cr	663,024

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 18.7% since its launch. Ranked 32 in Focused category. Return for 2024 was 17.2% , 2023 was 22.2% and 2022 was -8.5% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (26 Jun 25)	₹355.297 ↑ 4.10 (1.17 %)
Net Assets (Cr)	₹37,122 on 31 May 25
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.63
Sharpe Ratio	0.4
Information Ratio	-0.21
Alpha Ratio	2.85
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
31 May 20	₹10,000
31 May 21	₹15,972
31 May 22	₹17,052
31 May 23	₹18,943
31 May 24	₹24,383
31 May 25	₹27,152

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 27 Jun 25

Duration	Returns
1 Month	3.3%
3 Month	8.9%
6 Month	7.3%
1 Year	9.5%
3 Year	19.7%
5 Year	20.8%
10 Year
15 Year
Since launch	18.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.2%
2023	22.2%
2022	-8.5%
2021	43%
2020	14.5%
2019	16.1%
2018	-3.8%
2017	44.7%
2016	2.2%
2015	4.3%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	16.09 Yr.

Data below for SBI Focused Equity Fund as on 31 May 25

Equity Sector Allocation

Sector	Value
Financial Services	32.19%
Consumer Cyclical	19.59%
Communication Services	9.61%
Basic Materials	8.17%
Consumer Defensive	6.02%
Industrials	4.46%
Health Care	3.63%
Technology	3.33%
Utility	2.99%

Asset Allocation

Asset Class	Value
Cash	9.26%
Equity	90%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	9%	₹3,273 Cr	17,000,000 ↑ 2,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	6%	₹1,987 Cr	9,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	5%	₹1,979 Cr	14,000,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 16 \| SOLARINDS	5%	₹1,844 Cr	1,400,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	5%	₹1,756 Cr	9,000,000 ↑ 7,214,089
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	4%	₹1,570 Cr	11,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	4%	₹1,519 Cr	7,000,000 ↑ 656,906
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	4%	₹1,498 Cr	19,000,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| JUBLFOOD	4%	₹1,492 Cr	20,859,231 ↑ 1,416,082
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	4%	₹1,486 Cr	1,100,000

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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.

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.