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2022 में निवेश करने के लिए 8 सर्वश्रेष्ठ प्रदर्शन केंद्रित म्युचुअल फंड

फिनकैश »म्यूचुअल फंड्स »बेस्ट परफॉर्मिंग फोकस्ड फंड्स

8 बेस्ट परफॉर्मिंग फोकस्ड फंड्स 2022

Updated on November 30, 2023 , 49255 views

स्टॉक चुनने में उनके व्यवस्थित दृष्टिकोण के कारण फोकस्ड फंड लोकप्रिय हो रहे हैं। इन फंडों का लक्ष्य द्वारा अधिक रिटर्न प्राप्त करना हैनिवेश सीमित स्टॉक में। लेकिन, इससे पहले कि हम सबसे अच्छा प्रदर्शन करने वाले केंद्रित फंडों की सूची में कूदें, आइए पहले इस म्यूचुअल फंड योजना के उद्देश्य और उद्देश्य को समझें।

फोकस्ड फंड क्या हैं?

फोकस्ड फंड एक प्रकार के होते हैंइक्विटी फंड जो सीमित संख्या में शेयरों में निवेश करता है। ये फंड लार्ज-कैप, मिड, स्मॉल या मल्टी कैप शेयरों पर फोकस करते हैं। भारत की सुरक्षा और विनिमय के अनुसार (सेबी), एक फोकस्ड फंड कम से कम 30 शेयरों में निवेश कर सकता है। एक फोकस्ड फंड स्कीम अपनी कुल संपत्ति का कम से कम 60 प्रतिशत इक्विटी में निवेश कर सकती है।

सीमित संख्या में गुणवत्ता वाली कंपनियों में निवेश करके, जिनके पास विकास की क्षमता है, केंद्रित फंडों का लक्ष्य उच्च रिटर्न देना है। ये फंड मात्रा से अधिक गुणवत्ता पर जोर देते हैं। बड़ी संख्या में होल्डिंग्स में विविधता लाने के बजाय, फ़ोकस फ़ंड के फ़ंड मैनेजर उन शेयरों को रखना पसंद करेंगे, जिन पर सबसे अधिक भरोसा है। इन फंडों द्वारा खरीदी जाने वाली प्रतिभूतियों पर आमतौर पर पूरी तरह से शोध किया जाता है।

इन फंडों के नुकसानों में से एक यह है कि उनमें विविधीकरण की कमी है, इस प्रकार अन्य की तुलना में बड़ी मात्रा में जोखिम का सामना करना पड़ता हैम्यूचुअल फंड्स.

फोकस्ड म्युचुअल फंड में निवेश के लाभ

चूंकि फोकस्ड फंड सीमित शेयरों में निवेश करते हैं, वे बेहद व्यवस्थित होते हैं। ये फंड निवेशकों के पक्ष में काम करने वाले सर्वोत्तम संभव निवेशों को चुनने का प्रयास करते हैं। फोकस्ड फंड का पूरा उद्देश्य सही स्टॉक के साथ बुल की नजर में हिट करना और उच्च रिटर्न अर्जित करना है। फोकस्ड फंड्स के फंड मैनेजर विजेताओं को चुनने और व्यापक स्टॉक के रिटर्न को मात देने में माहिर होते हैंमंडी.

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शीर्ष 8 सर्वश्रेष्ठ केंद्रित म्युचुअल फंड FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Focused 30 Fund Growth ₹163.738
↑ 1.07
₹6,9426.917.818.729.917.718.3
Franklin India Focused Equity Fund Growth ₹83.4835
↑ 0.52
₹9,2374.715.3142417.68.9
Nippon India Focused Equity Fund Growth ₹98.3318
↑ 1.02
₹6,9036.118.315.52417.67.7
ICICI Prudential Focused Equity Fund Growth ₹63.79
↑ 0.36
₹5,5896.617.717.923.317.46
IIFL Focused Equity Fund Growth ₹37.4868
↑ 0.25
₹4,8875.516.518.620.721.7-0.9
Principal Focused Multicap Fund Growth ₹128.419
↑ 0.47
₹8933.912.91218.315.8-0.3
SBI Focused Equity Fund Growth ₹272
↑ 1.66
₹29,3175.513.515.617.816.2-8.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 23

1. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 39 in Focused category.  Return for 2022 was 18.3% , 2021 was 40.1% and 2020 was 4.2% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (01 Dec 23) ₹163.738 ↑ 1.07   (0.66 %)
Net Assets (Cr) ₹6,942 on 31 Oct 23
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.9
Information Ratio 1.52
Alpha Ratio 5.04
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,729
30 Nov 20₹10,160
30 Nov 21₹15,070
30 Nov 22₹18,906
30 Nov 23₹22,394

HDFC Focused 30 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
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 1 Dec 23

DurationReturns
1 Month 8.3%
3 Month 6.9%
6 Month 17.8%
1 Year 18.7%
3 Year 29.9%
5 Year 17.7%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 18.3%
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
2014 51.4%
2013 -2.3%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 221.8 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.1%
Health Care11.11%
Technology9.86%
Utility6.99%
Consumer Cyclical6.51%
Industrials6.05%
Real Estate5.69%
Communication Services3.84%
Energy1.74%
Asset Allocation
Asset ClassValue
Cash9.87%
Equity87.89%
Debt2.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹645 Cr7,050,000
↑ 750,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹642 Cr4,350,000
↑ 450,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
5%₹360 Cr3,000,000
↑ 200,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 17 | 532555
5%₹354 Cr15,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
5%₹313 Cr2,450,000
↑ 50,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹287 Cr2,100,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
4%₹283 Cr5,000,000
↑ 800,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Aug 22 | APOLLOHOSP
4%₹277 Cr575,000
↑ 180,598
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹265 Cr2,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹245 Cr2,500,000

2. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 28 in Focused category.  Return for 2022 was 8.9% , 2021 was 39.4% and 2020 was 10.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (01 Dec 23) ₹83.4835 ↑ 0.52   (0.62 %)
Net Assets (Cr) ₹9,237 on 31 Oct 23
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 0.25
Information Ratio 0.95
Alpha Ratio -0.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,486
30 Nov 20₹11,556
30 Nov 21₹17,340
30 Nov 22₹19,648
30 Nov 23₹22,340

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 7.6%
3 Month 4.7%
6 Month 15.3%
1 Year 14%
3 Year 24%
5 Year 17.6%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
2014 79.6%
2013 9.2%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.04 Yr.
Varun Sharma1 Apr 230.59 Yr.
Sandeep Manam18 Oct 212.04 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.86%
Industrials15.85%
Consumer Cyclical11.79%
Health Care9.02%
Technology6.8%
Basic Materials4.54%
Communication Services4.45%
Consumer Defensive4.11%
Energy2.3%
Real Estate2.28%
Asset Allocation
Asset ClassValue
Cash5.99%
Equity94.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹827 Cr5,600,000
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹769 Cr8,400,000
↓ -250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
6%₹551 Cr1,880,000
↓ -73,285
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹489 Cr3,575,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹471 Cr4,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹444 Cr3,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
4%₹411 Cr4,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹389 Cr3,575,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹369 Cr355,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹336 Cr1,400,000
↓ -28,624

3. Nippon India Focused Equity Fund

(Erstwhile Reliance Mid & Small Cap Fund)

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

Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 30 in Focused category.  Return for 2022 was 7.7% , 2021 was 36.6% and 2020 was 16.1% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (01 Dec 23) ₹98.3318 ↑ 1.02   (1.05 %)
Net Assets (Cr) ₹6,903 on 31 Oct 23
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.31
Information Ratio 0.73
Alpha Ratio 0.51
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,733
30 Nov 20₹11,651
30 Nov 21₹17,125
30 Nov 22₹19,423
30 Nov 23₹22,254

Nippon India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
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 1 Dec 23

DurationReturns
1 Month 8.2%
3 Month 6.1%
6 Month 18.3%
1 Year 15.5%
3 Year 24%
5 Year 17.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
2014 81.5%
2013 2.9%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 185.49 Yr.
Kinjal Desai25 May 185.44 Yr.
Prateek Poddar18 Jun 212.37 Yr.
Akshay Sharma1 Dec 220.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.02%
Consumer Cyclical17.06%
Technology9.45%
Industrials9.2%
Communication Services8.29%
Energy7.41%
Consumer Defensive5.02%
Health Care2.41%
Asset Allocation
Asset ClassValue
Cash6.16%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹578 Cr3,914,341
↑ 162,796
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹460 Cr4,682,989
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
7%₹450 Cr4,911,739
↑ 200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
6%₹403 Cr2,941,614
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
5%₹347 Cr8,095,772
State Bank of India (Financial Services)
Equity, Since 28 Feb 17 | SBIN
5%₹338 Cr5,983,950
↑ 600,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
4%₹285 Cr1,244,000
↑ 100,000
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹256 Cr86,133
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹253 Cr3,396,527
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
3%₹238 Cr771,224

4. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

An equity fund that aims to generate capital appreciation by investing in equity and equity related securities of large market capitalisation companies, with an option to withdraw investment periodically based on triggers.

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 65 in Focused category.  Return for 2022 was 6% , 2021 was 36.1% and 2020 was 24.6% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (01 Dec 23) ₹63.79 ↑ 0.36   (0.57 %)
Net Assets (Cr) ₹5,589 on 31 Oct 23
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 0.52
Information Ratio 0.66
Alpha Ratio 2.78
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,263
30 Nov 20₹11,716
30 Nov 21₹16,925
30 Nov 22₹18,862
30 Nov 23₹22,217

ICICI Prudential Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
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 1 Dec 23

DurationReturns
1 Month 8.8%
3 Month 6.6%
6 Month 17.7%
1 Year 17.9%
3 Year 23.3%
5 Year 17.4%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6%
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
2014 39.6%
2013 9.2%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Anish Tawakley1 May 230.5 Yr.
Vaibhav Dusad8 Aug 221.23 Yr.
Sharmila D’mello31 Jul 221.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.23%
Industrials15.31%
Consumer Cyclical12.54%
Health Care10.03%
Communication Services7.68%
Consumer Defensive6.45%
Energy6.02%
Technology5.88%
Real Estate4.65%
Utility3.16%
Basic Materials2.83%
Asset Allocation
Asset ClassValue
Cash5.22%
Equity94.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
8%₹471 Cr5,148,579
↑ 344,643
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
6%₹342 Cr3,138,500
↑ 280,294
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
6%₹336 Cr1,470,063
↓ -229,694
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹329 Cr2,401,716
↑ 16,411
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MARUTI
5%₹263 Cr253,536
↑ 26,550
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹218 Cr2,385,376
↑ 281,452
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 22 | 500096
4%₹212 Cr4,015,629
↑ 600,423
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹211 Cr1,430,384
↓ -346,228
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹206 Cr703,182
↓ -105,452
Siemens Ltd (Industrials)
Equity, Since 31 May 23 | 500550
4%₹200 Cr599,623
↑ 213,390

5. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

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

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (01 Dec 23) ₹37.4868 ↑ 0.25   (0.67 %)
Net Assets (Cr) ₹4,887 on 31 Oct 23
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.2
Sharpe Ratio 0.58
Information Ratio 0.11
Alpha Ratio 3.17
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹12,687
30 Nov 20₹15,075
30 Nov 21₹21,242
30 Nov 22₹22,447
30 Nov 23₹26,562

IIFL Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 1 Dec 23

DurationReturns
1 Month 8.6%
3 Month 5.5%
6 Month 16.5%
1 Year 18.6%
3 Year 20.7%
5 Year 21.7%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 193.98 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.75%
Industrials16.1%
Consumer Cyclical13.15%
Technology10.25%
Communication Services7.35%
Basic Materials5.8%
Utility4.1%
Health Care3.28%
Consumer Defensive1.16%
Asset Allocation
Asset ClassValue
Cash4.08%
Equity95.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
8%₹392 Cr2,656,419
↑ 192,451
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹392 Cr4,282,120
↑ 256,345
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹290 Cr2,121,498
↑ 300,272
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
6%₹285 Cr2,907,102
↑ 144,309
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
6%₹269 Cr4,282,528
↑ 373,673
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹248 Cr847,622
↑ 62,601
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹208 Cr2,269,936
NTPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 532555
4%₹200 Cr8,499,875
↑ 795,073
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
4%₹182 Cr1,600,459
↑ 234,795
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
3%₹167 Cr27,850,089
↑ 3,866,770

6. Principal Focused Multicap Fund

(Erstwhile Principal Large Cap Fund)

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization.

Principal Focused Multicap Fund is a Equity - Focused fund was launched on 11 Nov 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 36 in Focused category.  Return for 2022 was -0.3% , 2021 was 33.7% and 2020 was 19.7% .

Below is the key information for Principal Focused Multicap Fund

Principal Focused Multicap Fund
Growth
Launch Date 11 Nov 05
NAV (01 Dec 23) ₹128.419 ↑ 0.47   (0.37 %)
Net Assets (Cr) ₹893 on 31 Oct 23
Category Equity - Focused
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 0.13
Information Ratio -0.23
Alpha Ratio -1.88
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,065
30 Nov 20₹12,474
30 Nov 21₹17,612
30 Nov 22₹18,511
30 Nov 23₹20,768

Principal Focused Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Principal Focused Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 23

DurationReturns
1 Month 6.7%
3 Month 3.9%
6 Month 12.9%
1 Year 12%
3 Year 18.3%
5 Year 15.8%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.3%
2021 33.7%
2020 19.7%
2019 11.8%
2018 -1.2%
2017 31.8%
2016 3.8%
2015 0.6%
2014 43.4%
2013 3%
Fund Manager information for Principal Focused Multicap Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 194.06 Yr.
Sudhir Kedia16 May 221.46 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.18%
Industrials15.33%
Technology12.78%
Consumer Defensive11.65%
Consumer Cyclical8.62%
Health Care7.34%
Energy7.12%
Communication Services2.1%
Asset Allocation
Asset ClassValue
Cash4.87%
Equity95.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹76 Cr514,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 05 | RELIANCE
7%₹64 Cr278,000
↑ 10,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 05 | INFY
6%₹56 Cr407,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹51 Cr562,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 20 | LT
5%₹45 Cr152,535
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | NESTLEIND
4%₹40 Cr16,400
↑ 1,900
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
4%₹34 Cr603,000
↓ -112,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Dec 19 | 540376
3%₹31 Cr84,000
↑ 6,000
Canara Bank (Financial Services)
Equity, Since 31 Jul 21 | 532483
3%₹30 Cr790,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500034
3%₹28 Cr37,000

7. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 32 in Focused category.  Return for 2022 was -8.5% , 2021 was 43% and 2020 was 14.5% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (30 Nov 23) ₹272 ↑ 1.66   (0.62 %)
Net Assets (Cr) ₹29,317 on 31 Oct 23
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.65
Sharpe Ratio 0.33
Information Ratio -0.18
Alpha Ratio 0.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,875
30 Nov 20₹12,955
30 Nov 21₹19,734
30 Nov 22₹18,296
30 Nov 23₹21,153

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
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 1 Dec 23

DurationReturns
1 Month 5%
3 Month 5.5%
6 Month 13.5%
1 Year 15.6%
3 Year 17.8%
5 Year 16.2%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -8.5%
2021 43%
2020 14.5%
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0914.51 Yr.
Mohit Jain30 Nov 175.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services43.27%
Communication Services16.44%
Consumer Defensive10.44%
Consumer Cyclical8.93%
Health Care7.1%
Basic Materials6.31%
Industrials3.04%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹2,613 Cr17,700,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
8%₹2,471 Cr27,000,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
7%₹2,066 Cr2,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
7%₹1,987 Cr15,300,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
7%₹1,909 Cr1,088,470
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹1,737 Cr19,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹1,573 Cr2,100,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
5%₹1,527 Cr27,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹1,457 Cr4,300,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹1,265 Cr2,300,000

8. Sundaram Select Focus Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

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.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,414
30 Nov 20₹11,825
30 Nov 21₹15,688

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 1 Dec 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

फोकस्ड म्युचुअल फंड में ऑनलाइन निवेश कैसे करें?

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पूछे जाने वाले प्रश्न

1. फोकस्ड फंड में कौन निवेश करता है और क्यों?

ए: फोकस्ड फंड अनुभवी निवेशकों के लिए आदर्श हैं जो कर सकते हैंहैंडल बाजार की अस्थिरता। इसका प्राथमिक कारण यह है कि केंद्रित फंड उच्च जोखिम वाले निवेश होते हैं और अक्सर अपेक्षित रिटर्न नहीं देते हैं। इसलिए, फंड और निवेश अवधि का मूल्यांकन करना महत्वपूर्ण है। ये कयास केवल अनुभवी निवेशक ही लगा सकते हैं।

2. फोकस्ड फंड का सबसे महत्वपूर्ण लाभ क्या है?

ए: यदि आप फोकस्ड फंड में निवेश करते हैं, तो आप अपने निवेश पोर्टफोलियो में सफलतापूर्वक विविधता ला सकते हैं। हालांकि आपको फोकस्ड फंड्स के साथ रिटर्न के बारे में आश्वस्त नहीं किया जा सकता है, ये उच्च रिटर्न देने के लिए जाने जाते हैं। इसलिए, यदि आप उच्च रिटर्न देने वाली संपत्तियों के साथ एक निवेश पोर्टफोलियो बनाना चाहते हैं, तो आपको फोकस्ड फंडों में निवेश करना चाहिए।

3. फोकस्ड फंड्स के टैक्स निहितार्थ क्या हैं?

ए: फोकस्ड फंड्स के टैक्स निहितार्थ फोकस्ड फंड्स के प्रकार पर निर्भर करेंगे। कर निहितार्थ इस प्रकार हैं:

  • इक्विटी आधारित फोकस्ड फंडों के मामले में, लंबी अवधि के लिए आप पर 10% कर लगाया जाएगाराजधानी लाभ अगर राशि 1 लाख रुपये से अधिक है। हालांकि, अगर आप इन फंडों पर बचत करना चाहते हैं'करों, लॉक-इन अवधि को छत्तीस महीने तक बढ़ाएं।
  • डेट-बेस्ड फोकस्ड फंड्स में लॉन्ग टर्मपूंजीगत लाभ इंडेक्सेशन के बाद 20% टैक्स लगता है। इंडेक्सेशन में फैक्टरिंग की जाएगीमुद्रास्फीति भाव।

4. फोकस्ड फंड्स में किसे निवेश करना चाहिए?

ए: कोई है जो 3 से 5 साल के लिए निवेश रखने के लिए तैयार है। इसलिए, जो निवेशक लंबी अवधि के निवेश की तलाश में हैं, उन्हें फोकस्ड फंडों में निवेश करने पर विचार करना चाहिए।

5. मैं फोकस्ड फंड्स की तुलना कैसे करूं?

ए: जब आप दो फोकस्ड फंडों की तुलना करते हैं, तो आपको इस पर विचार करना चाहिएनहीं हैं फंड की और फंड की 3 साल और 5 साल की विकास दर। आमतौर पर, उन फंडों में निवेश करना जिनमें अधिक वृद्धि दर दिखाई देती है, उन्हें बेहतर निवेश माना जाएगा।

6. सबसे अच्छे फोकस वाले कुछ फंड कौन से हैं?

ए: वर्तमान में कुछ सर्वोत्तम-केंद्रित फंड जिन्हें आप निवेश करने के बारे में सोच सकते हैं, वे हैंIIFL फोकस्ड इक्विटी फंड (5 साल की ग्रोथ रेट 18.8%), प्रिंसिपल फोकस्ड मल्टीकैप फंड (5 साल की ग्रोथ रेट 15.7%), एक्सिस फोकस्ड 25 फंड (17.9% की 5 साल की ग्रोथ रेट) और निप्पॉन इंडिया फोकस्ड इक्विटी फंड (5 साल की ग्रोथ रेट 16.5%) )

7. फोकस्ड फंड म्यूचुअल फंड से कैसे अलग है?

ए: फोकस्ड फंड में म्यूचुअल फंड की सीमाएं नहीं होती हैं, जहां कुछ क्षेत्रों में विशिष्ट प्रतिशत निवेश करना पड़ता है। यहां निवेश विशिष्ट कंपनियों के शेयरों पर केंद्रित है, इस प्रकार, बेहतर प्रदर्शन की संभावना बढ़ जाती है। उन शेयरों में निवेश करके रिटर्न सीमित किया जा सकता है जो अच्छा प्रदर्शन नहीं करते हैं और जब तक ये प्रदर्शन में सुधार नहीं करते हैं। निवेश का चुनाव फंड पर निर्भर करता है।

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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