+91-22-489139098টি সেরা পারফর্মিং ফোকাসড ফান্ড 2022
স্টক নির্বাচনের পদ্ধতিগত পদ্ধতির কারণে ফোকাসড ফান্ড জনপ্রিয় হয়ে উঠছে। এই তহবিল দ্বারা উচ্চ রিটার্ন লক্ষ্যবিনিয়োগ সীমিত মজুদে। কিন্তু, আমরা সেরা পারফরম্যান্স ফোকাসড ফান্ডের তালিকায় যাওয়ার আগে, প্রথমে এই মিউচুয়াল ফান্ড স্কিমের উদ্দেশ্য এবং উদ্দেশ্য বুঝতে পারি।
ফোকাসড ফান্ড কি?
ফোকাসড ফান্ড হল এক প্রকারনিরপেক্ষ তহবিল যেটি সীমিত সংখ্যক স্টকে বিনিয়োগ করে। এই তহবিলগুলি বড়-ক্যাপ, মিড, ছোট বা মাল্টি ক্যাপ স্টকগুলিতে ফোকাস করে। সিকিউরিটি অ্যান্ড এক্সচেঞ্জ অফ ইন্ডিয়া অনুসারে (সেবি), একটি ফোকাসড ফান্ড ন্যূনতম 30টি স্টকে বিনিয়োগ করতে পারে। একটি ফোকাসড ফান্ড স্কিম তার মোট সম্পদের অন্তত 60 শতাংশ ইক্যুইটিতে বিনিয়োগ করতে পারে।
সীমিত সংখ্যক মানসম্পন্ন কোম্পানিতে বিনিয়োগ করে যাদের বৃদ্ধির সম্ভাবনা রয়েছে, ফোকাসড ফান্ডের লক্ষ্য উচ্চ রিটার্ন প্রদান করা। এই তহবিলগুলি পরিমাণের চেয়ে গুণমানের উপর জোর দেয়। বিপুল সংখ্যক হোল্ডিং জুড়ে বৈচিত্র্য আনার পরিবর্তে, ফোকাসড ফান্ডের ফান্ড ম্যানেজার এমন স্টক ধারণ করতে পছন্দ করবেন যেগুলির প্রতি সবচেয়ে বেশি আস্থা রয়েছে৷ এই তহবিলগুলি যে সিকিউরিটিগুলি কেনে তা সাধারণত পুঙ্খানুপুঙ্খভাবে গবেষণা করা হয়৷
এই তহবিলগুলির একটি অসুবিধা হল যে তাদের বৈচিত্র্যের অভাব রয়েছে, এইভাবে অন্যদের তুলনায় প্রচুর পরিমাণে ঝুঁকির সম্মুখীন হয়যৌথ পুঁজি.
ফোকাসড মিউচুয়াল ফান্ডে বিনিয়োগের সুবিধা
যেহেতু ফোকাসড ফান্ড সীমিত স্টকে বিনিয়োগ করে, সেগুলি অত্যন্ত পদ্ধতিগত। এই তহবিলগুলি সম্ভাব্য সর্বোত্তম বিনিয়োগ বেছে নেওয়ার চেষ্টা করে যা বিনিয়োগকারীদের পক্ষে কাজ করতে পারে। ফোকাসড ফান্ডের পুরো উদ্দেশ্য হল সঠিক স্টক দিয়ে বুল’স আইকে আঘাত করা এবং উচ্চ রিটার্ন অর্জন করা। ফোকাসড ফান্ডের ফান্ড ম্যানেজাররা বিজয়ী বাছাই করতে এবং বৃহত্তর স্টকের রিটার্ন হারাতে পারদর্শীবাজার.
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শীর্ষ 8 সেরা ফোকাসড মিউচুয়াল ফান্ড FY 22 - 23
To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (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. Research Highlights for ICICI Prudential Focused Equity Fund Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Focused 25 Fund Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile 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. Research Highlights for IIFL Focused Equity Fund Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹94.49
↓ -0.47 ₹17,764 6.2 1.9 3 16.4 14.6 15.4 SBI Focused Equity Fund Growth ₹400.873
↓ -2.49 ₹50,041 5 7.6 14.8 15.7 11.6 15.7 HDFC Focused 30 Fund Growth ₹233.807
↓ -1.81 ₹27,925 6.7 -0.5 1.5 15.2 17.5 10.9 Motilal Oswal Focused 25 Fund Growth ₹53.1784
↓ -0.38 ₹1,693 14.2 25.1 26.1 13.4 9.2 -1.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹146.735
↓ -0.71 ₹8,017 4.3 2.5 5.5 12.8 10 10.1 DSP Focus Fund Growth ₹55.264
↓ -0.44 ₹2,642 6.8 2.1 3.9 12.6 9.5 7.3 IIFL Focused Equity Fund Growth ₹48.6553
↓ -0.14 ₹6,698 7.3 5.8 6.5 11 10.6 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Select Focus Fund ICICI Prudential Focused Equity Fund SBI Focused Equity Fund HDFC Focused 30 Fund Motilal Oswal Focused 25 Fund Aditya Birla Sun Life Focused Equity Fund DSP Focus Fund IIFL Focused Equity Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹17,764 Cr). Highest AUM (₹50,041 Cr). Top quartile AUM (₹27,925 Cr). Bottom quartile AUM (₹1,693 Cr). Upper mid AUM (₹8,017 Cr). Lower mid AUM (₹2,642 Cr). Lower mid AUM (₹6,698 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (13+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.29% (top quartile). 5Y return: 14.60% (upper mid). 5Y return: 11.61% (upper mid). 5Y return: 17.50% (top quartile). 5Y return: 9.24% (bottom quartile). 5Y return: 10.02% (lower mid). 5Y return: 9.46% (bottom quartile). 5Y return: 10.57% (lower mid). Point 6 3Y return: 17.03% (top quartile). 3Y return: 16.43% (top quartile). 3Y return: 15.67% (upper mid). 3Y return: 15.15% (upper mid). 3Y return: 13.35% (lower mid). 3Y return: 12.82% (lower mid). 3Y return: 12.61% (bottom quartile). 3Y return: 11.03% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: 3.04% (bottom quartile). 1Y return: 14.78% (upper mid). 1Y return: 1.52% (bottom quartile). 1Y return: 26.11% (top quartile). 1Y return: 5.46% (lower mid). 1Y return: 3.90% (lower mid). 1Y return: 6.53% (upper mid). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 1.94 (upper mid). Alpha: 11.68 (top quartile). Alpha: -0.60 (bottom quartile). Alpha: 12.26 (top quartile). Alpha: 2.98 (upper mid). Alpha: -0.57 (lower mid). Alpha: 1.39 (lower mid). Point 9 Sharpe: 1.85 (top quartile). Sharpe: 0.05 (lower mid). Sharpe: 0.54 (upper mid). Sharpe: -0.08 (bottom quartile). Sharpe: 0.61 (top quartile). Sharpe: 0.14 (upper mid). Sharpe: -0.07 (bottom quartile). Sharpe: 0.02 (lower mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.18 (top quartile). Information ratio: 0.54 (upper mid). Information ratio: 0.69 (top quartile). Information ratio: -0.07 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.27 (lower mid). Information ratio: -0.06 (lower mid). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
SBI Focused Equity Fund
HDFC Focused 30 Fund
Motilal Oswal Focused 25 Fund
Aditya Birla Sun Life Focused Equity Fund
DSP Focus Fund
IIFL Focused Equity Fund
1. Sundaram Select Focus Fund
Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (02 Sep 26) ₹94.49 ↓ -0.47 (-0.49 %) Net Assets (Cr) ₹17,764 on 31 Jul 26 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.05 Information Ratio 1.18 Alpha Ratio 1.94 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 Aug 21 ₹10,000 31 Aug 22 ₹10,681 31 Aug 23 ₹12,483 31 Aug 24 ₹18,807 31 Aug 25 ₹19,078 31 Aug 26 ₹20,134 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -1.5% 3 Month 6.2% 6 Month 1.9% 1 Year 3% 3 Year 16.4% 5 Year 14.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.4% 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% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 3.98 Yr. Sharmila D'Silva 31 Jul 22 4.01 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.91% Consumer Cyclical 17.34% Health Care 12.09% Industrials 10.96% Consumer Defensive 7.23% Real Estate 5.45% Technology 5.22% Communication Services 4.24% Basic Materials 1.92% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹1,627 Cr 11,337,653
↑ 966,000 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322156% ₹1,029 Cr 8,366,739
↑ 350,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5323436% ₹999 Cr 2,315,449
↓ -177,653 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK5% ₹938 Cr 12,543,344
↑ 1,000,000 Mphasis Ltd (Technology)
Equity, Since 30 Nov 25 | 5262995% ₹927 Cr 3,958,995
↑ 676,413 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹753 Cr 3,818,509
↑ 1,282,500 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Apr 25 | 5008254% ₹678 Cr 1,251,292 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 25 | ADANIPORTS4% ₹647 Cr 3,815,568
↑ 150,000 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | HDFCAMC4% ₹639 Cr 2,441,543
↑ 406,605 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | 5324243% ₹607 Cr 5,673,599
↑ 35,000 3. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (01 Sep 26) ₹400.873 ↓ -2.49 (-0.62 %) Net Assets (Cr) ₹50,041 on 31 Jul 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.54 Information Ratio 0.54 Alpha Ratio 11.68 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 Aug 21 ₹10,000 31 Aug 22 ₹10,015 31 Aug 23 ₹11,143 31 Aug 24 ₹14,479 31 Aug 25 ₹14,952 31 Aug 26 ₹17,439 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month 0% 3 Month 5% 6 Month 7.6% 1 Year 14.8% 3 Year 15.7% 5 Year 11.6% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 15.7% 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% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 17.26 Yr. Data below for SBI Focused Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 35.28% Communication Services 12.98% Utility 11.55% Consumer Cyclical 10.91% Health Care 4.52% Basic Materials 4.04% Technology 3.2% Consumer Defensive 3.17% Energy 2.95% Real Estate 2.28% Industrials 1.98% Asset Allocation
Asset Class Value Cash 6.17% Equity 92.87% Debt 0.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5000349% ₹4,606 Cr 40,362,161
↑ 14,926,113 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK8% ₹3,876 Cr 27,000,000 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL7% ₹3,736 Cr 1,100,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN6% ₹3,082 Cr 30,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹2,761 Cr 14,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK5% ₹2,732 Cr 70,000,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL5% ₹2,468 Cr 15,000,000
↓ -171,443 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | 5330965% ₹2,324 Cr 110,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333984% ₹2,184 Cr 7,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹2,023 Cr 1,100,000
↓ -8,653 4. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (02 Sep 26) ₹233.807 ↓ -1.81 (-0.77 %) Net Assets (Cr) ₹27,925 on 31 Jul 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.08 Information Ratio 0.69 Alpha Ratio -0.6 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 Aug 21 ₹10,000 31 Aug 22 ₹12,208 31 Aug 23 ₹14,596 31 Aug 24 ₹20,972 31 Aug 25 ₹22,056 31 Aug 26 ₹22,843 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -0.4% 3 Month 6.7% 6 Month -0.5% 1 Year 1.5% 3 Year 15.2% 5 Year 17.5% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.9% 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% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.5 Yr. Dhruv Muchhal 22 Jun 23 3.11 Yr. Data below for HDFC Focused 30 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 39.88% Consumer Cyclical 21.58% Industrials 10.84% Health Care 7.81% Technology 4.1% Utility 3.52% Communication Services 3.42% Basic Materials 2.17% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.1% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹2,612 Cr 18,200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK8% ₹2,134 Cr 28,526,520 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322157% ₹1,844 Cr 15,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK5% ₹1,474 Cr 37,772,860 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN5% ₹1,451 Cr 14,120,988 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ETERNAL5% ₹1,308 Cr 43,246,676 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹1,145 Cr 8,500,017 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO4% ₹1,090 Cr 2,108,802 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹1,046 Cr 734,963 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 26 | SUNPHARMA4% ₹1,034 Cr 5,192,430
↑ 5,192,430 5. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (02 Sep 26) ₹53.1784 ↓ -0.38 (-0.71 %) Net Assets (Cr) ₹1,693 on 31 Jul 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.61 Information Ratio -0.07 Alpha Ratio 12.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,006 31 Aug 23 ₹10,794 31 Aug 24 ₹15,045 31 Aug 25 ₹12,303 31 Aug 26 ₹16,023 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month 5.7% 3 Month 14.2% 6 Month 25.1% 1 Year 26.1% 3 Year 13.4% 5 Year 9.2% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.7% 2024 13.6% 2023 18.8% 2022 2% 2021 14.6% 2020 17.3% 2019 17.1% 2018 -4.2% 2017 32.2% 2016 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 0.96 Yr. Swapnil Mayekar 18 Nov 25 0.7 Yr. Ankit Agarwal 5 Aug 25 0.99 Yr. Rakesh Shetty 22 Nov 22 3.69 Yr. Atul Mehra 1 Oct 24 1.83 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 23.86% Industrials 23.04% Consumer Cyclical 15.59% Technology 15.08% Health Care 8.56% Communication Services 3.15% Basic Materials 2.73% Asset Allocation
Asset Class Value Cash 6.15% Equity 93.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Rubicon Research Ltd (Healthcare)
Equity, Since 30 Apr 26 | RUBICON5% ₹77 Cr 518,073 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406114% ₹75 Cr 718,807
↑ 49,218 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹68 Cr 75,565 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹65 Cr 209,688
↑ 11,795 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹64 Cr 634,945
↑ 57,167 One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | PAYTM4% ₹64 Cr 476,404
↑ 37,297 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN4% ₹63 Cr 130,247 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹63 Cr 186,246
↑ 5,071 Coforge Ltd (Technology)
Equity, Since 31 Jul 26 | COFORGE4% ₹61 Cr 355,679
↑ 355,679 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 26 | ETERNAL3% ₹59 Cr 1,949,508
↓ -643,129 6. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (02 Sep 26) ₹146.735 ↓ -0.71 (-0.48 %) Net Assets (Cr) ₹8,017 on 31 Jul 26 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.15 Information Ratio 0.33 Alpha Ratio 2.98 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 Aug 21 ₹10,000 31 Aug 22 ₹10,207 31 Aug 23 ₹11,213 31 Aug 24 ₹15,703 31 Aug 25 ₹15,222 31 Aug 26 ₹16,388 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -1.4% 3 Month 4.3% 6 Month 2.5% 1 Year 5.5% 3 Year 12.8% 5 Year 10% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.1% 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% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 5.24 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.15% Consumer Cyclical 15.96% Technology 11.87% Industrials 6.4% Utility 6.08% Energy 5.37% Health Care 4.71% Basic Materials 4.29% Communication Services 3.56% Consumer Defensive 2.98% Real Estate 2.94% Asset Allocation
Asset Class Value Cash 2.04% Equity 95.31% Debt 2.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹466 Cr 3,247,384 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE5% ₹430 Cr 3,291,742 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | ETERNAL4% ₹355 Cr 11,737,101 Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE4% ₹329 Cr 1,912,486
↓ -178,153 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹323 Cr 3,087,724
↓ -198,256 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY4% ₹322 Cr 2,853,637
↓ -552,357 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹305 Cr 2,483,757 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327554% ₹300 Cr 1,816,316
↑ 33,776 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹300 Cr 4,007,378 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹292 Cr 2,844,690 7. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (02 Sep 26) ₹55.264 ↓ -0.44 (-0.80 %) Net Assets (Cr) ₹2,642 on 31 Jul 26 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio -0.07 Information Ratio 0.27 Alpha Ratio -0.57 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 Aug 21 ₹10,000 31 Aug 22 ₹9,729 31 Aug 23 ₹11,009 31 Aug 24 ₹15,893 31 Aug 25 ₹15,053 31 Aug 26 ₹16,118 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -1% 3 Month 6.8% 6 Month 2.1% 1 Year 3.9% 3 Year 12.6% 5 Year 9.5% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.3% 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% Fund Manager information for DSP Focus Fund
Name Since Tenure Bhavin Gandhi 1 Feb 24 2.5 Yr. Data below for DSP Focus Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 44.81% Technology 10.15% Consumer Cyclical 7.47% Industrials 5.31% Basic Materials 4.91% Energy 4.33% Health Care 4.15% Communication Services 4.15% Real Estate 3.48% Consumer Defensive 2.01% Asset Allocation
Asset Class Value Cash 9.23% Equity 90.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK10% ₹257 Cr 1,791,662 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹235 Cr 3,134,404 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322155% ₹127 Cr 1,030,961 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹110 Cr 555,937 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹106 Cr 561,758 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹98 Cr 531,507
↓ -34,474 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031003% ₹92 Cr 485,013
↓ -73,897 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE3% ₹89 Cr 518,348
↓ -31,052 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹85 Cr 827,995 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹81 Cr 705,957
↓ -25,479 8. IIFL Focused Equity Fund
IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (02 Sep 26) ₹48.6553 ↓ -0.14 (-0.29 %) Net Assets (Cr) ₹6,698 on 31 Jul 26 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.02 Information Ratio -0.06 Alpha Ratio 1.39 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 Aug 21 ₹10,000 31 Aug 22 ₹10,166 31 Aug 23 ₹12,016 31 Aug 24 ₹16,960 31 Aug 25 ₹15,492 31 Aug 26 ₹16,860 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month 0% 3 Month 7.3% 6 Month 5.8% 1 Year 6.5% 3 Year 11% 5 Year 10.6% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.7% 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% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 6.73 Yr. Viral Mehta 30 Jun 26 0.09 Yr. Data below for IIFL Focused Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 34.62% Consumer Cyclical 17.5% Communication Services 11.47% Technology 9.69% Consumer Defensive 6.51% Health Care 5.87% Basic Materials 3.62% Energy 3.39% Industrials 2.83% Real Estate 1.71% Asset Allocation
Asset Class Value Cash 2.79% Equity 97.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹642 Cr 4,470,549 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL6% ₹427 Cr 2,163,857 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN6% ₹399 Cr 2,158,656 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5322156% ₹374 Cr 3,042,379
↑ 250,879 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000345% ₹362 Cr 3,173,373
↑ 756,407 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | ETERNAL5% ₹349 Cr 11,536,547 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348165% ₹342 Cr 8,740,951 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV5% ₹311 Cr 7,115,739
↑ 962,842 Premier Energies Ltd (Technology)
Equity, Since 30 Nov 24 | PREMIERENE4% ₹280 Cr 2,741,290
↑ 64,924 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | 5008504% ₹276 Cr 3,742,591
↑ 182,119
কীভাবে অনলাইনে ফোকাসড মিউচুয়াল ফান্ডে বিনিয়োগ করবেন?
Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।
আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!
FAQs
1. কে ফোকাসড ফান্ডে বিনিয়োগ করে এবং কেন?
ক: কেন্দ্রীভূত তহবিল অভিজ্ঞ বিনিয়োগকারীদের জন্য আদর্শ যারা পারেনহাতল বাজারের অস্থিরতা। এর প্রাথমিক কারণ হল ফোকাসড তহবিলগুলি উচ্চ-ঝুঁকিপূর্ণ বিনিয়োগ এবং প্রায়শই প্রত্যাশিত রিটার্ন তৈরি করে না। অতএব, তহবিল এবং বিনিয়োগের মেয়াদ মূল্যায়ন করা অত্যন্ত গুরুত্বপূর্ণ। এই অনুমান শুধুমাত্র অভিজ্ঞ বিনিয়োগকারীদের দ্বারা সফলভাবে করা যেতে পারে।
2. ফোকাসড ফান্ডের সবচেয়ে উল্লেখযোগ্য সুবিধা কি?
ক: আপনি যদি ফোকাসড ফান্ডে বিনিয়োগ করেন, তাহলে আপনি সফলভাবে আপনার বিনিয়োগ পোর্টফোলিওতে বৈচিত্র্য আনতে পারেন। যদিও আপনি নিবদ্ধ তহবিলগুলির সাথে রিটার্নের বিষয়ে নিশ্চিত হতে পারবেন না, তবে এগুলি উচ্চ আয়ের জন্য পরিচিত। অতএব, আপনি যদি উচ্চ রিটার্ন দেয় এমন সম্পদের সাথে একটি বিনিয়োগ পোর্টফোলিও তৈরি করতে চান, তাহলে আপনাকে অবশ্যই ফোকাসড ফান্ডে বিনিয়োগ করতে হবে।
3. ফোকাসড ফান্ডের ট্যাক্সের প্রভাব কী?
ক: ফোকাসড ফান্ডের ট্যাক্সের প্রভাব নির্ভর করবে ফোকাসড ফান্ডের ধরনের উপর। ট্যাক্সের প্রভাবগুলি নিম্নরূপ:
- ইক্যুইটি-ভিত্তিক ফোকাসড ফান্ডের ক্ষেত্রে, আপনাকে দীর্ঘমেয়াদে 10% হারে কর দিতে হবেমূলধন লাভ 1 লাখ টাকার বেশি হলে। তবে, আপনি যদি এই তহবিলগুলিতে সঞ্চয় করতে চানকরের, লক-ইন পিরিয়ড বাড়িয়ে ছত্রিশ মাস করুন।
- ঋণ-ভিত্তিক ফোকাসড ফান্ডে, দীর্ঘমেয়াদীমূলধন লাভ সূচীকরণের পর 20% হারে কর দেওয়া হয়। ইনডেক্সেশন ফ্যাক্টরিং করা হবেমুদ্রাস্ফীতি হার
4. ফোকাসড ফান্ডে কাদের বিনিয়োগ করা উচিত?
ক: যে কেউ 3 থেকে 5 বছরের জন্য বিনিয়োগ ধরে রাখতে প্রস্তুত। অতএব, বিনিয়োগকারীদের যারা দীর্ঘমেয়াদী বিনিয়োগের জন্য খুঁজছেন, ফোকাসড ফান্ডে বিনিয়োগ করার কথা বিবেচনা করা উচিত।
5. আমি কীভাবে ফোকাসড ফান্ডের তুলনা করব?
ক: যখন আপনি দুটি ফোকাসড ফান্ডের তুলনা করেন, তখন আপনার বিবেচনা করা উচিতনা তহবিল এবং তহবিলের 3 বছর এবং 5 বছরের বৃদ্ধির হার। সাধারণত, যে তহবিলগুলিতে বৃহত্তর প্রবৃদ্ধির হার দেখানো হয়েছে তাতে বিনিয়োগ করা একটি ভাল বিনিয়োগ হিসাবে বিবেচিত হবে।
6. কোনটি সবচেয়ে ভালো ফোকাসড ফান্ড?
ক: বর্তমানে আপনি বিনিয়োগের কথা ভাবতে পারেন এমন কয়েকটি সেরা-কেন্দ্রিক তহবিলআইআইএফএল ফোকাসড ইক্যুইটি ফান্ড (5 বছরের বৃদ্ধির হার 18.8%), প্রিন্সিপাল ফোকাসড মাল্টিক্যাপ ফান্ড (5 বছরের বৃদ্ধির হার 15.7%), অ্যাক্সিস ফোকাসড 25 ফান্ড (5 বছরের বৃদ্ধির হার 17.9%) এবং নিপ্পন ইন্ডিয়া ফোকাসড ইক্যুইটি ফান্ড (5 বছরের বৃদ্ধির হার 16.5% )
7. কীভাবে ফোকাসড ফান্ড মিউচুয়াল ফান্ড থেকে আলাদা?
ক: ফোকাসড ফান্ডের মিউচুয়াল ফান্ডের সীমাবদ্ধতা থাকে না, যেখানে নির্দিষ্ট কিছু খাতে নির্দিষ্ট শতাংশ বিনিয়োগ করতে হয়। এখানে বিনিয়োগ নির্দিষ্ট কোম্পানির স্টক উপর কেন্দ্রীভূত হয়, এইভাবে, ভাল কর্মক্ষমতা সম্ভাবনা বৃদ্ধি. ভালো পারফরম্যান্স না করে এমন স্টকগুলিতে বিনিয়োগ করে এবং পারফরম্যান্সের উন্নতি না হওয়া পর্যন্ত ধরে রেখে রিটার্ন সীমিত হতে পারে। বিনিয়োগের পছন্দ তহবিলের উপর নির্ভর করে।
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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Research Highlights for Sundaram Select Focus Fund