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Table of Contents
- ફોકસ્ડ ફંડ્સ શું છે?
- ફોકસ્ડ મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવાના ફાયદા
- ટોચના 8 શ્રેષ્ઠ કેન્દ્રિત મ્યુચ્યુઅલ ફંડ નાણાકીય વર્ષ 22 - 23
- ફોકસ્ડ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
- FAQs
- 1. ફોકસ્ડ ફંડમાં કોણ રોકાણ કરે છે અને શા માટે?
- 2. ધ્યાન કેન્દ્રિત ભંડોળનો સૌથી નોંધપાત્ર ફાયદો શું છે?
- 3. ફોકસ્ડ ફંડ્સના કરની અસરો શું છે?
- 4. ફોકસ્ડ ફંડમાં કોણે રોકાણ કરવું જોઈએ?
- 5. હું કેન્દ્રિત ભંડોળની તુલના કેવી રીતે કરીશ?
- 6. કેટલાક શ્રેષ્ઠ-કેન્દ્રિત ફંડ્સ કયા છે?
- 7. ધ્યાન કેન્દ્રિત ફંડ મ્યુચ્યુઅલ ફંડ્સથી કેવી રીતે અલગ છે?
Top 8 Equity - Focused Funds
8 બેસ્ટ પરફોર્મિંગ ફોકસ્ડ ફંડ્સ 2022
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
(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 Below is the key information for HDFC Focused 30 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. 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 Below is the key information for ICICI Prudential 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. 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 Below is the key information for DSP BlackRock Focus Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select 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. 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 Below is the key information for IIFL Focused Equity 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. 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 Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for Nippon India 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 (%) 2023 (%) HDFC Focused 30 Fund Growth ₹221.17
↓ -0.36 ₹17,227 6.3 1.2 15.6 23.6 30.4 24 ICICI Prudential Focused Equity Fund Growth ₹87.2
↓ -0.21 ₹10,484 7.5 0.1 14.5 22.1 28.2 26.5 DSP BlackRock Focus Fund Growth ₹52.458
↓ -0.09 ₹2,447 5.4 -1.9 13.7 18 21.8 18.5 Franklin India Focused Equity Fund Growth ₹103.121
↑ 0.15 ₹11,396 3.8 -2.7 5.8 17.4 26.1 19.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 IIFL Focused Equity Fund Growth ₹44.9477
↓ -0.09 ₹6,730 3.7 -4 3.8 16.4 24.2 14.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹136.388
↑ 0.52 ₹7,360 3.9 -2.3 9.8 15.6 21.8 18.7 Nippon India Focused Equity Fund Growth ₹114.714
↑ 0.34 ₹7,922 5.6 -2.4 7.9 13.9 25.5 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 1. HDFC Focused 30 Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 39 in Focused category. Return for 2024 was 24% , 2023 was 29.6% and 2022 was 18.3% . HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (29 Apr 25) ₹221.17 ↓ -0.36 (-0.16 %) Net Assets (Cr) ₹17,227 on 31 Mar 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.7 Information Ratio 1.95 Alpha Ratio 7.97 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 Mar 20 ₹10,000 31 Mar 21 ₹16,718 31 Mar 22 ₹21,792 31 Mar 23 ₹24,783 31 Mar 24 ₹34,906 31 Mar 25 ₹40,341 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 6.3% 6 Month 1.2% 1 Year 15.6% 3 Year 23.6% 5 Year 30.4% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.21 Yr. Dhruv Muchhal 22 Jun 23 1.78 Yr. Data below for HDFC Focused 30 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 39% Consumer Cyclical 20.19% Health Care 9.75% Technology 4.37% Industrials 3.79% Communication Services 3.24% Basic Materials 2.95% Real Estate 2.27% Asset Allocation
Asset Class Value Cash 13.32% Equity 85.58% Debt 1.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹1,609 Cr 8,800,000
↑ 118,593 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹1,551 Cr 11,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322159% ₹1,499 Cr 13,600,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK4% ₹760 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹720 Cr 625,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹697 Cr 4,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5000874% ₹649 Cr 4,500,000
↑ 300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹637 Cr 4,000,000
↑ 300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹555 Cr 3,200,000
↓ -300,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | PPLPHARMA3% ₹517 Cr 23,000,000 2. ICICI Prudential Focused Equity Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 65 in Focused category. Return for 2024 was 26.5% , 2023 was 28.3% and 2022 was 6% . ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (29 Apr 25) ₹87.2 ↓ -0.21 (-0.24 %) Net Assets (Cr) ₹10,484 on 31 Mar 25 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio 0.36 Information Ratio 1.35 Alpha Ratio 5.55 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 Mar 20 ₹10,000 31 Mar 21 ₹17,411 31 Mar 22 ₹21,579 31 Mar 23 ₹22,311 31 Mar 24 ₹32,903 31 Mar 25 ₹36,855 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 4.4% 3 Month 7.5% 6 Month 0.1% 1 Year 14.5% 3 Year 22.1% 5 Year 28.2% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -5.2% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 2.65 Yr. Sharmila D’mello 31 Jul 22 2.67 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 31.82% Basic Materials 10.97% Health Care 9.83% Industrials 8.85% Consumer Cyclical 7.48% Communication Services 6.72% Consumer Defensive 5.07% Real Estate 4.46% Utility 3.52% Energy 2.71% Technology 2.23% Asset Allocation
Asset Class Value Cash 6.33% Equity 93.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹942 Cr 6,986,303 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK8% ₹793 Cr 4,335,904
↓ -160,000 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322156% ₹654 Cr 5,937,332
↓ -250,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 5325385% ₹572 Cr 496,786
↓ -4,247 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹496 Cr 1,419,120
↑ 23,029 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA5% ₹496 Cr 2,856,734
↓ -365,648 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹405 Cr 2,337,427
↓ -250,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 5325554% ₹369 Cr 10,315,008
↓ -1,250,000 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 24 | PIDILITIND3% ₹353 Cr 1,237,495 Lupin Ltd (Healthcare)
Equity, Since 30 Sep 24 | 5002573% ₹335 Cr 1,651,393
↓ -141,100 3. DSP BlackRock Focus Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 27 in Focused category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% . DSP BlackRock Focus Fund
Growth Launch Date 10 Jun 10 NAV (29 Apr 25) ₹52.458 ↓ -0.09 (-0.17 %) Net Assets (Cr) ₹2,447 on 31 Mar 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.62 Information Ratio 0.39 Alpha Ratio 9.45 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 Mar 20 ₹10,000 31 Mar 21 ₹16,818 31 Mar 22 ₹18,735 31 Mar 23 ₹18,010 31 Mar 24 ₹25,163 31 Mar 25 ₹29,397 Returns for DSP BlackRock Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 1.9% 3 Month 5.4% 6 Month -1.9% 1 Year 13.7% 3 Year 18% 5 Year 21.8% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 4.84 Yr. Bhavin Gandhi 1 Feb 24 1.16 Yr. Data below for DSP BlackRock Focus Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.61% Technology 9.73% Basic Materials 9.57% Health Care 9.15% Consumer Cyclical 7.34% Industrials 5.23% Real Estate 3.75% Energy 3.28% Communication Services 3.1% Consumer Defensive 2.43% Utility 2.07% Asset Allocation
Asset Class Value Cash 10.73% Equity 89.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000348% ₹199 Cr 221,914 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹155 Cr 1,148,242 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹124 Cr 677,687 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE5% ₹120 Cr 147,483 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244945% ₹112 Cr 742,934 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322154% ₹103 Cr 932,100 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹97 Cr 639,048
↓ -127,033 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹92 Cr 558,910 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 5005473% ₹80 Cr 2,883,018 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 5063953% ₹78 Cr 392,893
↓ -43,157 4. Franklin India Focused Equity Fund
CAGR/Annualized return of 14% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (29 Apr 25) ₹103.121 ↑ 0.15 (0.14 %) Net Assets (Cr) ₹11,396 on 31 Mar 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.06 Information Ratio 0.28 Alpha Ratio -1.53 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 Mar 20 ₹10,000 31 Mar 21 ₹17,926 31 Mar 22 ₹22,227 31 Mar 23 ₹23,021 31 Mar 24 ₹32,243 31 Mar 25 ₹33,828 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 4.3% 3 Month 3.8% 6 Month -2.7% 1 Year 5.8% 3 Year 17.4% 5 Year 26.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.9% 2022 23.5% 2021 8.9% 2020 39.4% 2019 10.9% 2018 10.9% 2017 -8.8% 2016 37.4% 2015 5% 2014 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.45 Yr. Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.63% Consumer Cyclical 11.95% Health Care 9.3% Industrials 7.39% Technology 6.91% Communication Services 5.93% Basic Materials 5.52% Energy 5.15% Consumer Defensive 4.14% Real Estate 2.89% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK11% ₹1,243 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK10% ₹1,119 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹676 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹661 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹587 Cr 4,600,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹555 Cr 3,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS4% ₹505 Cr 1,400,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹505 Cr 3,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹474 Cr 23,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹403 Cr 350,000
↑ 30,000 5. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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 Mar 20 ₹10,000 31 Mar 21 ₹16,087 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 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 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 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 6. IIFL Focused Equity Fund
CAGR/Annualized return of 15.4% since its launch. Return for 2024 was 14.7% , 2023 was 29.8% and 2022 was -0.9% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (29 Apr 25) ₹44.9477 ↓ -0.09 (-0.20 %) Net Assets (Cr) ₹6,730 on 31 Mar 25 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0.09 Information Ratio 0.2 Alpha Ratio 1.09 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 Mar 20 ₹10,000 31 Mar 21 ₹17,603 31 Mar 22 ₹21,564 31 Mar 23 ₹22,082 31 Mar 24 ₹30,250 31 Mar 25 ₹32,454 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.1% 3 Month 3.7% 6 Month -4% 1 Year 3.8% 3 Year 16.4% 5 Year 24.2% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 1.8% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 5.39 Yr. Ashish Ongari 21 Feb 25 0.1 Yr. Data below for IIFL Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.46% Consumer Cyclical 15.26% Industrials 12.9% Communication Services 10.26% Technology 9.82% Basic Materials 6.74% Health Care 6.5% Consumer Defensive 1.47% Utility 1.09% Asset Allocation
Asset Class Value Cash 2.49% Equity 97.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK10% ₹658 Cr 3,596,603 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹507 Cr 3,761,052 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹428 Cr 2,723,538 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN6% ₹390 Cr 2,568,349 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹356 Cr 2,052,063 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000345% ₹323 Cr 360,712 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS5% ₹306 Cr 4,536,343 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | DIVISLAB4% ₹287 Cr 496,387 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348164% ₹260 Cr 7,775,699 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO3% ₹235 Cr 1,540,025 7. Aditya Birla Sun Life Focused Equity Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 24 in Focused category. Return for 2024 was 18.7% , 2023 was 23% and 2022 was 0.4% . Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (29 Apr 25) ₹136.388 ↑ 0.52 (0.38 %) Net Assets (Cr) ₹7,360 on 31 Mar 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.19 Information Ratio -0.19 Alpha Ratio 2.21 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 Mar 20 ₹10,000 31 Mar 21 ₹16,516 31 Mar 22 ₹19,759 31 Mar 23 ₹19,246 31 Mar 24 ₹26,354 31 Mar 25 ₹28,698 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 29 Apr 25 Duration Returns 1 Month 3.8% 3 Month 3.9% 6 Month -2.3% 1 Year 9.8% 3 Year 15.6% 5 Year 21.8% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 3.9 Yr. Dhaval Joshi 21 Nov 22 2.36 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 32.63% Consumer Cyclical 16.84% Technology 11.91% Industrials 6.47% Energy 5.48% Consumer Defensive 5.37% Communication Services 5.22% Basic Materials 4.66% Utility 3.8% Health Care 3.01% Real Estate 2.79% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹619 Cr 4,588,347 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE5% ₹403 Cr 3,163,055 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹401 Cr 2,193,113 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL5% ₹384 Cr 2,217,736
↓ -225,231 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY5% ₹380 Cr 2,421,793
↑ 72,415 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹330 Cr 943,553 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹309 Cr 2,800,369 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M4% ₹282 Cr 1,056,818 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹280 Cr 7,824,503
↓ -574,991 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327553% ₹248 Cr 1,751,144
↑ 287,435 8. Nippon India Focused Equity Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 30 in Focused category. Return for 2024 was 10.1% , 2023 was 27.1% and 2022 was 7.7% . Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (29 Apr 25) ₹114.714 ↑ 0.34 (0.30 %) Net Assets (Cr) ₹7,922 on 31 Mar 25 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0.16 Information Ratio -0.28 Alpha Ratio 2.12 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 Mar 20 ₹10,000 31 Mar 21 ₹19,823 31 Mar 22 ₹24,154 31 Mar 23 ₹23,978 31 Mar 24 ₹31,763 31 Mar 25 ₹34,429 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.8% 3 Month 5.6% 6 Month -2.4% 1 Year 7.9% 3 Year 13.9% 5 Year 25.5% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 8.3% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 6.9 Yr. Kinjal Desai 25 May 18 6.85 Yr. Rishit Parikh 19 Aug 24 0.61 Yr. Data below for Nippon India Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.92% Consumer Cyclical 21.49% Industrials 12.08% Health Care 9.3% Energy 5.42% Technology 4.17% Basic Materials 3.29% Communication Services 2.99% Asset Allocation
Asset Class Value Cash 5.34% Equity 94.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹611 Cr 3,339,641 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322158% ₹595 Cr 5,396,932 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK6% ₹514 Cr 3,811,739
↓ -500,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹429 Cr 3,365,064
↑ 200,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹331 Cr 2,105,027 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹320 Cr 3,634,210
↓ -407,863 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5329784% ₹281 Cr 1,400,000
↓ -400,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO4% ₹279 Cr 545,909
↓ -50,000 3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA3% ₹275 Cr 95,302 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433843% ₹266 Cr 14,864,314
↑ 126,900
ફોકસ્ડ મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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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.
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.
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