8 બેસ્ટ પરફોર્મિંગ ફોકસ્ડ ફંડ્સ 2022

Updated on February 11, 2026 , 51372 views

શેરોની પસંદગીમાં તેમના વ્યવસ્થિત અભિગમને કારણે ફોકસ્ડ ફંડ્સ લોકપ્રિય બની રહ્યા છે. આ ફંડ્સ દ્વારા ઊંચા વળતરનો હેતુ છેરોકાણ મર્યાદિત સ્ટોકમાં. પરંતુ, આપણે શ્રેષ્ઠ પ્રદર્શન કરતા ફોકસ્ડ ફંડ્સની યાદીમાં જઈએ તે પહેલાં, ચાલો સૌ પ્રથમ આ મ્યુચ્યુઅલ ફંડ યોજનાના ઉદ્દેશ્ય અને હેતુને સમજીએ.

ફોકસ્ડ ફંડ્સ શું છે?

ફોકસ્ડ ફંડ્સ એક પ્રકાર છેઇક્વિટી ફંડ જે મર્યાદિત સંખ્યામાં સ્ટોક્સમાં રોકાણ કરે છે. આ ફંડ્સ લાર્જ-કેપ, મિડ, સ્મોલ અથવા મલ્ટી-કેપ શેરો પર ધ્યાન કેન્દ્રિત કરે છે. સિક્યોરિટી એન્ડ એક્સચેન્જ ઓફ ઈન્ડિયા મુજબ (સેબી), ફોકસ્ડ ફંડ ઓછામાં ઓછા 30 શેરોમાં રોકાણ કરી શકે છે. ફોકસ્ડ ફંડ સ્કીમ તેની કુલ સંપત્તિના ઓછામાં ઓછા 60 ટકા ઇક્વિટીમાં રોકાણ કરી શકે છે.

વૃદ્ધિની સંભાવના ધરાવતી ગુણવત્તાયુક્ત કંપનીઓની મર્યાદિત સંખ્યામાં રોકાણ કરીને, ધ્યાન કેન્દ્રિત ફંડ ઉચ્ચ વળતર આપવાનું લક્ષ્ય રાખે છે. આ ભંડોળ જથ્થા કરતાં ગુણવત્તા પર ભાર મૂકે છે. મોટી સંખ્યામાં હોલ્ડિંગમાં વૈવિધ્યીકરણ કરવાને બદલે, ફોકસ્ડ ફંડના ફંડ મેનેજર એવા સ્ટોક્સ રાખવાનું પસંદ કરશે કે જેમાં સૌથી વધુ વિશ્વાસ હોય. આ ફંડ્સ જે સિક્યોરિટીઝ ખરીદે છે તેનું સામાન્ય રીતે સંપૂર્ણ સંશોધન કરવામાં આવે છે.

આ ભંડોળનો એક ગેરફાયદો એ છે કે તેમાં વૈવિધ્યકરણનો અભાવ છે, આમ અન્યની તુલનામાં મોટા પ્રમાણમાં જોખમનો સામનો કરવો પડે છે.મ્યુચ્યુઅલ ફંડ.

ફોકસ્ડ મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવાના ફાયદા

જેમ કે કેન્દ્રિત ભંડોળ મર્યાદિત શેરોમાં રોકાણ કરે છે, તે અત્યંત પદ્ધતિસરના હોય છે. આ ભંડોળ રોકાણકારોની તરફેણમાં કામ કરી શકે તેવા શ્રેષ્ઠ સંભવિત રોકાણો પસંદ કરવાનો પ્રયાસ કરે છે. ફોકસ્ડ ફંડનો આખો હેતુ યોગ્ય સ્ટોક વડે બુલ્સ આઈને હિટ કરવાનો અને ઉચ્ચ વળતર મેળવવાનો છે. ફોકસ્ડ ફંડના ફંડ મેનેજરો વિજેતાઓને પસંદ કરવામાં અને વ્યાપક સ્ટોકના વળતરને હરાવવામાં નિષ્ણાત છે.બજાર.

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ટોચના 8 શ્રેષ્ઠ કેન્દ્રિત મ્યુચ્યુઅલ ફંડ નાણાકીય વર્ષ 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Focused Equity Fund Growth	₹96.66 ↓ -1.12	₹14,569	0.4	6.4	19.4	23.3	19.2	15.4
HDFC Focused 30 Fund Growth	₹239.966 ↓ -1.73	₹26,537	0.7	5.3	15.4	22.1	21.8	10.9
SBI Focused Equity Fund Growth	₹380.843	₹43,173	2.5	11	18.6	19.9	15.1	15.7
DSP Focus Fund Growth	₹55.404 ↓ -0.48	₹2,687	-0.2	5.7	11.7	19.2	12.9	7.3
Aditya Birla Sun Life Focused Equity Fund Growth	₹148.233 ↓ -1.75	₹8,209	1.1	7.6	14.8	17.7	13.6	10.1
Sundaram Select Focus Fund Growth	₹264.968 ↓ -1.18	₹1,354	-5	8.5	24.5	17	17.3
IIFL Focused Equity Fund Growth	₹47.1589 ↓ -0.56	₹7,229	-1.7	2.9	9.3	15.6	13.9	4.7
Nippon India Focused Equity Fund Growth	₹122.573 ↓ -1.77	₹8,790	-1	3	13.5	15.6	13.6	9.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Feb 26

Research Highlights & Commentary of 8 Funds showcased

Commentary	ICICI Prudential Focused Equity Fund	HDFC Focused 30 Fund	SBI Focused Equity Fund	DSP Focus Fund	Aditya Birla Sun Life Focused Equity Fund	Sundaram Select Focus Fund	IIFL Focused Equity Fund	Nippon India Focused Equity Fund
Point 1	Upper mid AUM (₹14,569 Cr).	Top quartile AUM (₹26,537 Cr).	Highest AUM (₹43,173 Cr).	Bottom quartile AUM (₹2,687 Cr).	Lower mid AUM (₹8,209 Cr).	Bottom quartile AUM (₹1,354 Cr).	Lower mid AUM (₹7,229 Cr).	Upper mid AUM (₹8,790 Cr).
Point 2	Established history (16+ yrs).	Established history (21+ yrs).	Established history (21+ yrs).	Established history (15+ yrs).	Established history (20+ yrs).	Oldest track record among peers (23 yrs).	Established history (11+ yrs).	Established history (19+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (top quartile).	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (upper mid).	Not Rated.	Rating: 2★ (bottom quartile).
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: 19.17% (top quartile).	5Y return: 21.79% (top quartile).	5Y return: 15.14% (upper mid).	5Y return: 12.91% (bottom quartile).	5Y return: 13.64% (lower mid).	5Y return: 17.29% (upper mid).	5Y return: 13.95% (lower mid).	5Y return: 13.58% (bottom quartile).
Point 6	3Y return: 23.33% (top quartile).	3Y return: 22.09% (top quartile).	3Y return: 19.91% (upper mid).	3Y return: 19.22% (upper mid).	3Y return: 17.71% (lower mid).	3Y return: 17.03% (lower mid).	3Y return: 15.60% (bottom quartile).	3Y return: 15.57% (bottom quartile).
Point 7	1Y return: 19.41% (top quartile).	1Y return: 15.38% (upper mid).	1Y return: 18.61% (upper mid).	1Y return: 11.67% (bottom quartile).	1Y return: 14.79% (lower mid).	1Y return: 24.49% (top quartile).	1Y return: 9.29% (bottom quartile).	1Y return: 13.50% (lower mid).
Point 8	Alpha: 7.16 (top quartile).	Alpha: 3.31 (upper mid).	Alpha: 7.50 (top quartile).	Alpha: -0.18 (lower mid).	Alpha: 2.34 (upper mid).	Alpha: -5.62 (bottom quartile).	Alpha: -2.57 (bottom quartile).	Alpha: 1.75 (lower mid).
Point 9	Sharpe: 0.70 (upper mid).	Sharpe: 0.52 (upper mid).	Sharpe: 0.79 (top quartile).	Sharpe: 0.15 (bottom quartile).	Sharpe: 0.35 (lower mid).	Sharpe: 1.85 (top quartile).	Sharpe: -0.06 (bottom quartile).	Sharpe: 0.31 (lower mid).
Point 10	Information ratio: 1.72 (top quartile).	Information ratio: 0.99 (top quartile).	Information ratio: 0.32 (upper mid).	Information ratio: 0.52 (upper mid).	Information ratio: 0.15 (lower mid).	Information ratio: -0.52 (bottom quartile).	Information ratio: -0.11 (lower mid).	Information ratio: -0.27 (bottom quartile).

ICICI Prudential Focused Equity Fund

Upper mid AUM (₹14,569 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.17% (top quartile).
3Y return: 23.33% (top quartile).
1Y return: 19.41% (top quartile).
Alpha: 7.16 (top quartile).
Sharpe: 0.70 (upper mid).
Information ratio: 1.72 (top quartile).

HDFC Focused 30 Fund

Top quartile AUM (₹26,537 Cr).
Established history (21+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 21.79% (top quartile).
3Y return: 22.09% (top quartile).
1Y return: 15.38% (upper mid).
Alpha: 3.31 (upper mid).
Sharpe: 0.52 (upper mid).
Information ratio: 0.99 (top quartile).

SBI Focused Equity Fund

Highest AUM (₹43,173 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.14% (upper mid).
3Y return: 19.91% (upper mid).
1Y return: 18.61% (upper mid).
Alpha: 7.50 (top quartile).
Sharpe: 0.79 (top quartile).
Information ratio: 0.32 (upper mid).

DSP Focus Fund

Bottom quartile AUM (₹2,687 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.91% (bottom quartile).
3Y return: 19.22% (upper mid).
1Y return: 11.67% (bottom quartile).
Alpha: -0.18 (lower mid).
Sharpe: 0.15 (bottom quartile).
Information ratio: 0.52 (upper mid).

Aditya Birla Sun Life Focused Equity Fund

Lower mid AUM (₹8,209 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.64% (lower mid).
3Y return: 17.71% (lower mid).
1Y return: 14.79% (lower mid).
Alpha: 2.34 (upper mid).
Sharpe: 0.35 (lower mid).
Information ratio: 0.15 (lower mid).

Sundaram Select Focus Fund

Bottom quartile AUM (₹1,354 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (lower mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

IIFL Focused Equity Fund

Lower mid AUM (₹7,229 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.95% (lower mid).
3Y return: 15.60% (bottom quartile).
1Y return: 9.29% (bottom quartile).
Alpha: -2.57 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.11 (lower mid).

Nippon India Focused Equity Fund

Upper mid AUM (₹8,790 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.58% (bottom quartile).
3Y return: 15.57% (bottom quartile).
1Y return: 13.50% (lower mid).
Alpha: 1.75 (lower mid).
Sharpe: 0.31 (lower mid).
Information ratio: -0.27 (bottom quartile).

1. 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.

Research Highlights for ICICI Prudential Focused Equity Fund

Upper mid AUM (₹14,569 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.17% (top quartile).
3Y return: 23.33% (top quartile).
1Y return: 19.41% (top quartile).
Alpha: 7.16 (top quartile).
Sharpe: 0.70 (upper mid).
Information ratio: 1.72 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~7.6%).

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund Growth
Launch Date	28 May 09
NAV (13 Feb 26)	₹96.66 ↓ -1.12 (-1.15 %)
Net Assets (Cr)	₹14,569 on 31 Dec 25
Category	Equity - Focused
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.7
Information Ratio	1.72
Alpha Ratio	7.16
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 Jan 21	₹10,000
31 Jan 22	₹13,680
31 Jan 23	₹14,246
31 Jan 24	₹19,109
31 Jan 25	₹22,679
31 Jan 26	₹26,138

ICICI Prudential Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 13 Feb 26

Duration	Returns
1 Month	-0.5%
3 Month	0.4%
6 Month	6.4%
1 Year	19.4%
3 Year	23.3%
5 Year	19.2%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.4%
2023	26.5%
2022	28.3%
2021	6%
2020	36.1%
2019	24.6%
2018	0.4%
2017	-2.7%
2016	23.4%
2015	10.6%

Fund Manager information for ICICI Prudential Focused Equity Fund

Name	Since	Tenure
Vaibhav Dusad	8 Aug 22	3.4 Yr.
Sharmila D’mello	31 Jul 22	3.42 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.52%
Consumer Cyclical	17.96%
Industrials	9.67%
Technology	7.81%
Consumer Defensive	7.62%
Health Care	6.92%
Communication Services	6.58%
Real Estate	5.1%
Basic Materials	5.05%
Utility	3.73%

Asset Allocation

Asset Class	Value
Cash	2.54%
Equity	97.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| 532174	8%	₹1,107 Cr	8,246,653 ↑ 690,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| HDFCBANK	6%	₹811 Cr	8,185,186 ↑ 250,000
Infosys Ltd (Technology) Equity, Since 30 Jun 09 \| INFY	5%	₹704 Cr	4,360,296 ↓ -2,985,357
Axis Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| 532215	5%	₹668 Cr	5,260,829 ↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	5%	₹658 Cr	3,826,659 ↓ -31,597
Godrej Consumer Products Ltd (Consumer Defensive) Equity, Since 31 Mar 25 \| 532424	4%	₹571 Cr	4,672,019 ↑ 251,400
Titan Co Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| TITAN	4%	₹569 Cr	1,403,585 ↑ 364,233
NTPC Ltd (Utilities) Equity, Since 30 Nov 22 \| 532555	4%	₹543 Cr	16,487,282 ↑ 3,122,986
Info Edge (India) Ltd (Communication Services) Equity, Since 31 Aug 23 \| NAUKRI	4%	₹540 Cr	4,052,856 ↓ -217,500
Britannia Industries Ltd (Consumer Defensive) Equity, Since 30 Apr 25 \| 500825	4%	₹539 Cr	894,471 ↑ 77,516

2. 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.

Research Highlights for HDFC Focused 30 Fund

Top quartile AUM (₹26,537 Cr).
Established history (21+ yrs).
Rating: 3★ (top quartile).
Risk profile: Moderately High.
5Y return: 21.79% (top quartile).
3Y return: 22.09% (top quartile).
1Y return: 15.38% (upper mid).
Alpha: 3.31 (upper mid).
Sharpe: 0.52 (upper mid).
Information ratio: 0.99 (top quartile).
Higher exposure to Financial Services vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~86%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~9.2%).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund Growth
Launch Date	17 Sep 04
NAV (13 Feb 26)	₹239.966 ↓ -1.73 (-0.72 %)
Net Assets (Cr)	₹26,537 on 31 Dec 25
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	0.52
Information Ratio	0.99
Alpha Ratio	3.31
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 Jan 21	₹10,000
31 Jan 22	₹14,597
31 Jan 23	₹16,502
31 Jan 24	₹22,272
31 Jan 25	₹26,316
31 Jan 26	₹29,351

HDFC Focused 30 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 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 13 Feb 26

Duration	Returns
1 Month	0.6%
3 Month	0.7%
6 Month	5.3%
1 Year	15.4%
3 Year	22.1%
5 Year	21.8%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
2023	24%
2022	29.6%
2021	18.3%
2020	40.1%
2019	4.2%
2018	3.8%
2017	-14.6%
2016	38.7%
2015	2.1%

Fund Manager information for HDFC Focused 30 Fund

Name	Since	Tenure
Gopal Agrawal	8 Dec 25	0.07 Yr.
Dhruv Muchhal	22 Jun 23	2.53 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	40.71%
Consumer Cyclical	20.44%
Health Care	6.49%
Industrials	5.25%
Technology	4.56%
Utility	2.69%
Communication Services	2.38%
Basic Materials	2.17%
Real Estate	1.75%

Asset Allocation

Asset Class	Value
Cash	13.37%
Equity	86.44%
Debt	0.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	9%	₹2,437 Cr	24,585,121 ↑ 1,585,121
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| 532174	9%	₹2,377 Cr	17,700,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	7%	₹1,904 Cr	15,000,000
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	5%	₹1,346 Cr	13,700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| KOTAKBANK	5%	₹1,292 Cr	5,871,276 ↑ 771,276
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	5%	₹1,209 Cr	7,450,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	4%	₹1,044 Cr	625,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	4%	₹956 Cr	4,700,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 22 \| 500087	3%	₹907 Cr	6,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 25 \| 532898	3%	₹714 Cr	27,000,000

3. 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.

Research Highlights for SBI Focused Equity Fund

Highest AUM (₹43,173 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.14% (upper mid).
3Y return: 19.91% (upper mid).
1Y return: 18.61% (upper mid).
Alpha: 7.50 (top quartile).
Sharpe: 0.79 (top quartile).
Information ratio: 0.32 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Alphabet Inc Class A (~8.5%).

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (12 Feb 26)	₹380.843
Net Assets (Cr)	₹43,173 on 31 Dec 25
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.79
Information Ratio	0.32
Alpha Ratio	7.5
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,777
31 Jan 23	₹12,983
31 Jan 24	₹16,449
31 Jan 25	₹19,254
31 Jan 26	₹21,838

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 13 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	2.5%
6 Month	11%
1 Year	18.6%
3 Year	19.9%
5 Year	15.1%
10 Year
15 Year
Since launch	18.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.7%
2023	17.2%
2022	22.2%
2021	-8.5%
2020	43%
2019	14.5%
2018	16.1%
2017	-3.8%
2016	44.7%
2015	2.2%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	16.68 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.25%
Consumer Cyclical	16.74%
Communication Services	13.57%
Utility	9.37%
Basic Materials	6.52%
Consumer Defensive	4.79%
Health Care	4.47%
Technology	4.27%
Industrials	1.61%

Asset Allocation

Asset Class	Value
Cash	6.46%
Equity	92.58%
Debt	0.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	8%	₹3,659 Cr	1,300,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	6%	₹2,775 Cr	28,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	6%	₹2,668 Cr	7,000,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	5%	₹2,259 Cr	23,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Nov 21 \| 890157	5%	₹2,198 Cr	13,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	5%	₹2,040 Cr	10,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	5%	₹1,981 Cr	9,000,000
EPAM Systems Inc (Technology) Equity, Since 31 Jan 25 \| EPAM	4%	₹1,844 Cr	1,001,069 ↓ -98,931
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Oct 25 \| 500034	4%	₹1,766 Cr	17,900,000
Adani Power Ltd (Utilities) Equity, Since 31 Oct 25 \| 533096	4%	₹1,573 Cr	110,000,000

4. DSP 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.

Research Highlights for DSP Focus Fund

Bottom quartile AUM (₹2,687 Cr).
Established history (15+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.91% (bottom quartile).
3Y return: 19.22% (upper mid).
1Y return: 11.67% (bottom quartile).
Alpha: -0.18 (lower mid).
Sharpe: 0.15 (bottom quartile).
Information ratio: 0.52 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding ICICI Bank Ltd (~6.7%).

Below is the key information for DSP Focus Fund

DSP Focus Fund Growth
Launch Date	10 Jun 10
NAV (13 Feb 26)	₹55.404 ↓ -0.48 (-0.86 %)
Net Assets (Cr)	₹2,687 on 31 Dec 25
Category	Equity - Focused
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.03
Sharpe Ratio	0.15
Information Ratio	0.52
Alpha Ratio	-0.18
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 Jan 21	₹10,000
31 Jan 22	₹12,132
31 Jan 23	₹11,550
31 Jan 24	₹15,727
31 Jan 25	₹17,961
31 Jan 26	₹19,453

DSP Focus Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for DSP 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 13 Feb 26

Duration	Returns
1 Month	-0.7%
3 Month	-0.2%
6 Month	5.7%
1 Year	11.7%
3 Year	19.2%
5 Year	12.9%
10 Year
15 Year
Since launch	11.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.3%
2023	18.5%
2022	34.2%
2021	-4.5%
2020	22.3%
2019	9%
2018	18%
2017	-5.6%
2016	29.2%
2015	6.1%

Fund Manager information for DSP Focus Fund

Name	Since	Tenure
Vinit Sambre	1 Jun 20	5.59 Yr.
Bhavin Gandhi	1 Feb 24	1.92 Yr.

Data below for DSP Focus Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	41.96%
Technology	11.34%
Health Care	7.47%
Consumer Cyclical	5.67%
Industrials	5.63%
Basic Materials	5.49%
Communication Services	4.36%
Real Estate	3.86%
Energy	3.53%
Consumer Defensive	2.21%
Utility	1.78%

Asset Allocation

Asset Class	Value
Cash	6.72%
Equity	93.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| 532174	7%	₹181 Cr	1,344,922 ↑ 196,680
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 22 \| 500034	6%	₹170 Cr	1,720,803
State Bank of India (Financial Services) Equity, Since 31 Aug 25 \| SBIN	5%	₹141 Cr	1,437,091
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹134 Cr	1,355,374
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532215	5%	₹131 Cr	1,030,961
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 25 \| BHARTIARTL	4%	₹117 Cr	555,937
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	4%	₹114 Cr	561,758 ↑ 80,291
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Aug 21 \| CHOLAFIN	4%	₹110 Cr	647,299
Coforge Ltd (Technology) Equity, Since 31 Jul 23 \| COFORGE	4%	₹106 Cr	637,993
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| 524494	4%	₹105 Cr	742,934

5. 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.

Research Highlights for Aditya Birla Sun Life Focused Equity Fund

Lower mid AUM (₹8,209 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.64% (lower mid).
3Y return: 17.71% (lower mid).
1Y return: 14.79% (lower mid).
Alpha: 2.34 (upper mid).
Sharpe: 0.35 (lower mid).
Information ratio: 0.15 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Reliance Industries Ltd (~6.7%).

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 (13 Feb 26)	₹148.233 ↓ -1.75 (-1.17 %)
Net Assets (Cr)	₹8,209 on 31 Dec 25
Category	Equity - Focused
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.35
Information Ratio	0.15
Alpha Ratio	2.34
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 Jan 21	₹10,000
31 Jan 22	₹12,837
31 Jan 23	₹12,694
31 Jan 24	₹16,329
31 Jan 25	₹18,397
31 Jan 26	₹20,554

Aditya Birla Sun Life Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 13 Feb 26

Duration	Returns
1 Month	-0.1%
3 Month	1.1%
6 Month	7.6%
1 Year	14.8%
3 Year	17.7%
5 Year	13.6%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.1%
2023	18.7%
2022	23%
2021	0.4%
2020	26.7%
2019	16%
2018	11.3%
2017	-4.1%
2016	30.9%
2015	6.7%

Fund Manager information for Aditya Birla Sun Life Focused Equity Fund

Name	Since	Tenure
Kunal Sangoi	7 May 21	4.66 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.48%
Consumer Cyclical	14.86%
Technology	13.56%
Industrials	8.94%
Energy	6.67%
Basic Materials	4.72%
Communication Services	4.43%
Consumer Defensive	4.14%
Real Estate	3.09%
Utility	2.89%
Health Care	2.43%

Asset Allocation

Asset Class	Value
Cash	5.09%
Equity	94.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 05 \| RELIANCE	7%	₹548 Cr	3,486,850 ↑ 180,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	6%	₹512 Cr	3,814,545
Infosys Ltd (Technology) Equity, Since 31 Oct 05 \| INFY	6%	₹512 Cr	3,168,188 ↓ -235,929
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	4%	₹363 Cr	1,726,348
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 05 \| LT	4%	₹354 Cr	867,856
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	4%	₹324 Cr	3,270,326
Tech Mahindra Ltd (Technology) Equity, Since 30 Sep 24 \| 532755	4%	₹312 Cr	1,960,009
Shriram Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| SHRIRAMFIN	4%	₹312 Cr	3,128,231 ↓ -724,999
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 19 \| 532215	4%	₹301 Cr	2,367,644
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| SBILIFE	4%	₹292 Cr	1,433,549

6. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Research Highlights for Sundaram Select Focus Fund

Bottom quartile AUM (₹1,354 Cr).
Oldest track record among peers (23 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.29% (upper mid).
3Y return: 17.03% (lower mid).
1Y return: 24.49% (top quartile).
Alpha: -5.62 (bottom quartile).
Sharpe: 1.85 (top quartile).
Information ratio: -0.52 (bottom quartile).

Below is the key information for 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
31 Jan 21	₹10,000

Sundaram Select Focus Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Sundaram Select 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 13 Feb 26

Duration	Returns
1 Month	-2.6%
3 Month	-5%
6 Month	8.5%
1 Year	24.5%
3 Year	17%
5 Year	17.3%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Sundaram Select Focus Fund

Name	Since	Tenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. 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.

Research Highlights for IIFL Focused Equity Fund

Lower mid AUM (₹7,229 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 13.95% (lower mid).
3Y return: 15.60% (bottom quartile).
1Y return: 9.29% (bottom quartile).
Alpha: -2.57 (bottom quartile).
Sharpe: -0.06 (bottom quartile).
Information ratio: -0.11 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding HDFC Bank Ltd (~8.7%).

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund Growth
Launch Date	30 Oct 14
NAV (13 Feb 26)	₹47.1589 ↓ -0.56 (-1.17 %)
Net Assets (Cr)	₹7,229 on 31 Dec 25
Category	Equity - Focused
AMC	IIFL Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.06
Information Ratio	-0.11
Alpha Ratio	-2.57
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 Jan 21	₹10,000
31 Jan 22	₹13,453
31 Jan 23	₹13,385
31 Jan 24	₹17,650
31 Jan 25	₹19,365
31 Jan 26	₹20,468

IIFL Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 13 Feb 26

Duration	Returns
1 Month	1.5%
3 Month	-1.7%
6 Month	2.9%
1 Year	9.3%
3 Year	15.6%
5 Year	13.9%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.7%
2023	14.7%
2022	29.8%
2021	-0.9%
2020	36.4%
2019	23.8%
2018	27.3%
2017	-6.8%
2016	30%
2015	9.9%

Fund Manager information for IIFL Focused Equity Fund

Name	Since	Tenure
Mayur Patel	11 Nov 19	6.14 Yr.
Ashish Ongari	21 Feb 25	0.86 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.83%
Consumer Cyclical	18.48%
Industrials	15.87%
Communication Services	11.55%
Technology	7.85%
Basic Materials	4.5%
Health Care	2.15%
Energy	1.99%
Consumer Defensive	1.36%

Asset Allocation

Asset Class	Value
Cash	4.43%
Equity	95.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 17 \| HDFCBANK	9%	₹631 Cr	6,362,165 ↓ -649,761
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532174	7%	₹505 Cr	3,761,728 ↓ -313,720
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jul 19 \| BHARTIARTL	6%	₹446 Cr	2,119,432 ↓ -241,884
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	6%	₹419 Cr	1,024,891 ↓ -35,862
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Sep 23 \| 534816	5%	₹371 Cr	8,867,511 ↑ 177,816
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 23 \| CHOLAFIN	5%	₹360 Cr	2,117,317 ↑ 87,418
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| 500034	5%	₹326 Cr	3,305,116 ↓ -707,539
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 25 \| 532215	4%	₹290 Cr	2,282,857 ↑ 41,607
Motherson Sumi Wiring India Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 543498	4%	₹278 Cr	57,218,228 ↑ 906,801
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	4%	₹268 Cr	1,659,652 ↓ -45,857

8. 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.

Research Highlights for Nippon India Focused Equity Fund

Upper mid AUM (₹8,790 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.58% (bottom quartile).
3Y return: 15.57% (bottom quartile).
1Y return: 13.50% (lower mid).
Alpha: 1.75 (lower mid).
Sharpe: 0.31 (lower mid).
Information ratio: -0.27 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~9.1%).

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund Growth
Launch Date	26 Dec 06
NAV (13 Feb 26)	₹122.573 ↓ -1.77 (-1.43 %)
Net Assets (Cr)	₹8,790 on 31 Dec 25
Category	Equity - Focused
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.85
Sharpe Ratio	0.31
Information Ratio	-0.27
Alpha Ratio	1.75
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 Jan 21	₹10,000
31 Jan 22	₹14,071
31 Jan 23	₹14,235
31 Jan 24	₹18,386
31 Jan 25	₹19,513
31 Jan 26	₹21,452

Nippon India Focused Equity Fund SIP 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 13 Feb 26

Duration	Returns
1 Month	-0.4%
3 Month	-1%
6 Month	3%
1 Year	13.5%
3 Year	15.6%
5 Year	13.6%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.3%
2023	10.1%
2022	27.1%
2021	7.7%
2020	36.6%
2019	16.1%
2018	7%
2017	-12.7%
2016	42.7%
2015	2.9%

Fund Manager information for Nippon India Focused Equity Fund

Name	Since	Tenure
Vinay Sharma	7 May 18	7.66 Yr.
Kinjal Desai	25 May 18	7.61 Yr.
Rishit Parikh	19 Aug 24	1.37 Yr.
Lokesh Maru	5 Sep 25	0.32 Yr.
Divya Sharma	5 Sep 25	0.32 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.51%
Consumer Cyclical	21.04%
Health Care	10.3%
Utility	7.01%
Industrials	7%
Energy	5.82%
Technology	4.82%
Consumer Defensive	3.35%
Basic Materials	3.21%
Communication Services	1.07%

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	97.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	9%	₹800 Cr	5,955,344 ↑ 691,755
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| 532215	7%	₹618 Cr	4,865,634
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	6%	₹512 Cr	3,260,167
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	5%	₹464 Cr	4,679,282
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	5%	₹424 Cr	2,623,871 ↓ -231,156
NTPC Ltd (Utilities) Equity, Since 30 Jun 25 \| 532555	5%	₹400 Cr	12,137,398 ↑ 1,441,047
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 21 \| 543066	4%	₹353 Cr	4,102,111
Eternal Ltd (Consumer Cyclical) Equity, Since 28 Feb 25 \| 543320	4%	₹322 Cr	11,568,226 ↑ 3,000,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Sep 24 \| 532978	4%	₹313 Cr	1,534,862
Varun Beverages Ltd (Consumer Defensive) Equity, Since 31 Jul 25 \| VBL	3%	₹295 Cr	6,012,573

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FAQs

1. ફોકસ્ડ ફંડમાં કોણ રોકાણ કરે છે અને શા માટે?

અ: ધ્યાન કેન્દ્રિત ભંડોળ અનુભવી રોકાણકારો માટે આદર્શ છે જે કરી શકે છેહેન્ડલ બજારની અસ્થિરતા. તેનું પ્રાથમિક કારણ એ છે કે ફોકસ્ડ ફંડ્સ ઉચ્ચ જોખમ ધરાવતા રોકાણો છે અને ઘણીવાર અપેક્ષિત વળતર આપતા નથી. તેથી, ભંડોળ અને રોકાણના સમયગાળાનું મૂલ્યાંકન કરવું મહત્વપૂર્ણ છે. આ અનુમાનો સફળતાપૂર્વક અનુભવી રોકાણકારો જ કરી શકે છે.

2. ધ્યાન કેન્દ્રિત ભંડોળનો સૌથી નોંધપાત્ર ફાયદો શું છે?

અ: જો તમે ફોકસ્ડ ફંડ્સમાં રોકાણ કરો છો, તો તમે તમારા રોકાણ પોર્ટફોલિયોમાં સફળતાપૂર્વક વિવિધતા લાવી શકો છો. જો કે તમે ધ્યાન કેન્દ્રિત ફંડ્સ સાથે વળતરની ખાતરી આપી શકતા નથી, તે ઉચ્ચ વળતર આપવા માટે જાણીતા છે. તેથી, જો તમે ઉચ્ચ વળતર આપતી અસ્કયામતો સાથે રોકાણ પોર્ટફોલિયો બનાવવા માંગતા હો, તો તમારે ધ્યાન કેન્દ્રિત ભંડોળમાં રોકાણ કરવું આવશ્યક છે.

3. ફોકસ્ડ ફંડ્સના કરની અસરો શું છે?

અ: ફોકસ્ડ ફંડ્સના ટેક્સની અસરો ફોકસ્ડ ફંડના પ્રકાર પર આધારિત હશે. ટેક્સની અસરો નીચે મુજબ છે:

ઇક્વિટી-આધારિત ફોકસ્ડ ફંડ્સના કિસ્સામાં, લાંબા ગાળા માટે તમારા પર 10% ટેક્સ લાગશેપાટનગર જો રકમ રૂ. 1 લાખથી વધુ હોય તો લાભ. જો કે, જો તમે આ ભંડોળ પર બચત કરવા માંગતા હોવ તો'કર, લોક-ઇન સમયગાળો વધારીને છત્રીસ મહિના કરો.
ડેટ આધારિત ફોકસ્ડ ફંડ્સમાં, લાંબા ગાળાનામૂડી વધારો ઇન્ડેક્સેશન પછી 20% પર કર લાદવામાં આવે છે. માં ઇન્ડેક્સેશન ફેક્ટરિંગ કરવામાં આવશેફુગાવો દર

4. ફોકસ્ડ ફંડ્સમાં કોણે રોકાણ કરવું જોઈએ?

અ: કોઈ વ્યક્તિ જે 3 થી 5 વર્ષ માટે રોકાણ રાખવા તૈયાર હોય. આથી રોકાણકારો કે જેઓ લાંબા ગાળાના રોકાણની શોધમાં છે, તેમણે ફોકસ્ડ ફંડ્સમાં રોકાણ કરવાનું વિચારવું જોઈએ.

5. હું કેન્દ્રિત ભંડોળની તુલના કેવી રીતે કરીશ?

અ: જ્યારે તમે બે કેન્દ્રિત ફંડ્સની તુલના કરો છો, ત્યારે તમારે ધ્યાનમાં લેવું જોઈએનથી ફંડ્સ અને ફંડના 3 વર્ષ અને 5-વર્ષના વિકાસ દર. સામાન્ય રીતે, વધુ વૃદ્ધિ દર દર્શાવતા ફંડ્સમાં રોકાણ કરવું વધુ સારું રોકાણ માનવામાં આવશે.

6. કેટલાક શ્રેષ્ઠ-કેન્દ્રિત ફંડ્સ કયા છે?

અ: હાલમાં તમે રોકાણ કરવા વિશે વિચારી શકો તેવા કેટલાક શ્રેષ્ઠ-કેન્દ્રિત ફંડ્સ છેIIFL ફોકસ્ડ ઇક્વિટી ફંડ (5 વર્ષનો વિકાસ દર 18.8%), પ્રિન્સિપલ ફોકસ્ડ મલ્ટિકેપ ફંડ (5 વર્ષનો વિકાસ દર 15.7%), એક્સિસ ફોકસ્ડ 25 ફંડ (5 વર્ષનો વિકાસ દર 17.9%) અને નિપ્પોન ઇન્ડિયા ફોકસ્ડ ઇક્વિટી ફંડ (16.5%નો 5 વર્ષનો વિકાસ દર) ).

7. ધ્યાન કેન્દ્રિત ફંડ મ્યુચ્યુઅલ ફંડ્સથી કેવી રીતે અલગ છે?

અ: ફોકસ્ડ ફંડ્સમાં મ્યુચ્યુઅલ ફંડ્સની મર્યાદાઓ હોતી નથી, જ્યાં ચોક્કસ ક્ષેત્રોમાં ચોક્કસ ટકાવારી રોકાણ કરવું પડે છે. અહીં રોકાણ ચોક્કસ કંપનીઓના શેરો પર કેન્દ્રિત છે, આમ, વધુ સારી કામગીરીની તકો વધે છે. સારું પ્રદર્શન ન કરતા હોય તેવા શેરોમાં રોકાણ કરીને અને જ્યાં સુધી આ પરફોર્મન્સમાં સુધારો ન થાય ત્યાં સુધી તેને પકડી રાખીને વળતર મર્યાદિત કરી શકાય છે. રોકાણની પસંદગી ફંડ પર આધાર રાખે છે.

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.