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

Table of Contents

फोकस्ड फंड क्या हैं?
फोकस्ड म्युचुअल फंड में निवेश के लाभ
शीर्ष 8 सर्वश्रेष्ठ केंद्रित म्युचुअल फंड FY 22 - 23
फोकस्ड म्युचुअल फंड में ऑनलाइन निवेश कैसे करें?
पूछे जाने वाले प्रश्न
Top 8 Equity - Focused Funds

8 बेस्ट परफॉर्मिंग फोकस्ड फंड्स 2022

Updated on May 30, 2023 , 47838 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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2022 (%)
HDFC Focused 30 Fund Growth	₹139.05 ↓ -0.15	₹4,380	5.6	0.8	20.3	33	12.4	18.3
Nippon India Focused Equity Fund Growth	₹83.1483 ↓ -0.15	₹6,112	6.9	-2.4	11.4	30.1	12.3	7.7
Franklin India Focused Equity Fund Growth	₹72.4062 ↑ 0.07	₹8,268	6.3	-1.1	16.3	29.4	13.5	8.9
IIFL Focused Equity Fund Growth	₹32.1665 ↓ -0.05	₹3,672	6.7	1.8	18.5	28	17.1	-0.9
ICICI Prudential Focused Equity Fund Growth	₹54.19 ↑ 0.01	₹4,172	6.9	0.1	15.7	25.6	13.5	6
Principal Focused Multicap Fund Growth	₹113.741 ↓ -0.17	₹809	7	-0.8	13	23.5	13.2	-0.3
SBI Focused Equity Fund Growth	₹239.141 ↓ -0.60	₹27,962	9.4	0.7	11	22.4	11.9	-8.5
Aditya Birla Sun Life Focused Equity Fund Growth	₹94.558 ↓ -0.17	₹5,805	5.5	-2.2	10.1	22	10.9	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jun 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 15.1% 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 Jun 23)	₹139.05 ↓ -0.15 (-0.11 %)
Net Assets (Cr)	₹4,380 on 30 Apr 23
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.55
Sharpe Ratio	0.74
Information Ratio	0.8
Alpha Ratio	10.22
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,263
31 May 20	₹7,440
31 May 21	₹12,299
31 May 22	₹14,847
31 May 23	₹17,851

HDFC Focused 30 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 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 Jun 23

Duration	Returns
1 Month	2.5%
3 Month	5.6%
6 Month	0.8%
1 Year	20.3%
3 Year	33%
5 Year	12.4%
10 Year
15 Year
Since launch	15.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Roshi Jain	13 Jan 22	1.3 Yr.
Priya Ranjan	1 May 22	1 Yr.

Data below for HDFC Focused 30 Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	33.56%
Technology	9.49%
Health Care	9.26%
Industrials	9.13%
Consumer Cyclical	8.41%
Utility	5.46%
Communication Services	4.41%
Energy	3.88%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	11.94%
Equity	86.17%
Debt	1.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	9%	₹399 Cr	4,350,000 ↑ 150,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	8%	₹354 Cr	2,100,000 ↑ 100,000
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	4%	₹197 Cr	3,400,000 ↑ 300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹192 Cr	2,400,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 22 \| M&M	4%	₹184 Cr	1,500,000 ↑ 100,000
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	4%	₹178 Cr	1,670,647 ↑ 70,647
Infosys Ltd (Technology) Equity, Since 30 Sep 08 \| INFY	4%	₹175 Cr	1,400,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 Aug 20 \| HAL	4%	₹175 Cr	600,000
NTPC Ltd Shs Dematerialised (Utilities) Equity, Since 31 Aug 17 \| NTPC	4%	₹164 Cr	9,525,000 ↑ 525,000
SBI Life Insurance Company Limited (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	4%	₹160 Cr	1,400,000

2. 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 13.8% 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 Jun 23)	₹83.1483 ↓ -0.15 (-0.17 %)
Net Assets (Cr)	₹6,112 on 30 Apr 23
Category	Equity - Focused
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.01
Sharpe Ratio	-0.13
Information Ratio	0.37
Alpha Ratio	-1.54
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,366
31 May 20	₹7,855
31 May 21	₹14,538
31 May 22	₹15,941
31 May 23	₹17,785

Nippon India Focused Equity 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 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 Jun 23

Duration	Returns
1 Month	4.2%
3 Month	6.9%
6 Month	-2.4%
1 Year	11.4%
3 Year	30.1%
5 Year	12.3%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Vinay Sharma	7 May 18	4.99 Yr.
Kinjal Desai	25 May 18	4.94 Yr.
Prateek Poddar	18 Jun 21	1.87 Yr.
Akshay Sharma	1 Dec 22	0.41 Yr.

Data below for Nippon India Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	33.69%
Industrials	14.46%
Communication Services	9.82%
Consumer Cyclical	9.74%
Technology	9.42%
Energy	8.18%
Consumer Defensive	3.33%
Health Care	2.9%

Asset Allocation

Asset Class	Value
Cash	7.62%
Equity	92.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| 532215	7%	₹431 Cr	5,013,580
Infosys Ltd (Technology) Equity, Since 30 Apr 20 \| INFY	6%	₹369 Cr	2,941,614 ↓ -20,784
State Bank of India (Financial Services) Equity, Since 28 Feb 17 \| SBIN	6%	₹340 Cr	5,883,950 ↓ -200,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Aug 20 \| HDFC	5%	₹331 Cr	1,190,847 ↑ 50,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| ICICIBANK	5%	₹299 Cr	3,261,739 ↓ -350,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 19 \| RELIANCE	5%	₹282 Cr	1,164,209
Zee Entertainment Enterprises Ltd (Communication Services) Equity, Since 30 Apr 22 \| ZEEL	4%	₹241 Cr	12,253,122 ↑ 1,500,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 21 \| SBICARD	4%	₹241 Cr	3,118,728
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 21 \| LT	4%	₹240 Cr	1,013,158 ↓ -50,000
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| 533278	4%	₹218 Cr	9,363,762 ↓ -500,000

3. 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 13.3% 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 Jun 23)	₹72.4062 ↑ 0.07 (0.10 %)
Net Assets (Cr)	₹8,268 on 30 Apr 23
Category	Equity - Focused
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.25
Information Ratio	0.34
Alpha Ratio	4.16
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹11,260
31 May 20	₹8,516
31 May 21	₹15,092
31 May 22	₹16,186
31 May 23	₹18,785

Franklin 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 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 Jun 23

Duration	Returns
1 Month	4.3%
3 Month	6.3%
6 Month	-1.1%
1 Year	16.3%
3 Year	29.4%
5 Year	13.5%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Argal	18 Oct 21	1.53 Yr.
Varun Sharma	1 Apr 23	0.08 Yr.
Sandeep Manam	18 Oct 21	1.53 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	35.05%
Industrials	20.33%
Consumer Cyclical	8.65%
Health Care	7.93%
Communication Services	4.93%
Consumer Defensive	4.77%
Basic Materials	4.67%
Technology	4.55%
Energy	2.63%
Real Estate	1.75%

Asset Allocation

Asset Class	Value
Cash	4.74%
Equity	95.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 13 \| HDFCBANK	10%	₹861 Cr	5,100,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	10%	₹794 Cr	8,650,000
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	6%	₹520 Cr	2,200,000 ↓ -195,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	5%	₹427 Cr	4,970,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 07 \| BHARTIARTL	5%	₹408 Cr	5,100,000
Infosys Ltd (Technology) Equity, Since 31 Oct 21 \| INFY	5%	₹376 Cr	3,000,000
KEI Industries Ltd (Industrials) Equity, Since 31 Dec 15 \| KEI	4%	₹351 Cr	1,854,000 ↓ -146,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 22 \| SUNPHARMA	4%	₹341 Cr	3,450,000 ↑ 136,893
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹324 Cr	5,600,000 ↓ -200,000
Cipla Ltd Shs Dematerialised (Healthcare) Equity, Since 31 Jan 21 \| CIPLA	4%	₹315 Cr	3,466,950

4. 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 14.6% 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 Jun 23)	₹32.1665 ↓ -0.05 (-0.17 %)
Net Assets (Cr)	₹3,672 on 30 Apr 23
Category	Equity - Focused
AMC	IIFL Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.97
Sharpe Ratio	0.26
Information Ratio	0.11
Alpha Ratio	4.28
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹11,377
31 May 20	₹10,220
31 May 21	₹17,166
31 May 22	₹18,516
31 May 23	₹21,935

IIFL Focused Equity 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 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 Jun 23

Duration	Returns
1 Month	3.6%
3 Month	6.7%
6 Month	1.8%
1 Year	18.5%
3 Year	28%
5 Year	17.1%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Mayur Patel	11 Nov 19	3.47 Yr.

Data below for IIFL Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	31.2%
Industrials	15.15%
Consumer Cyclical	14.77%
Basic Materials	8.93%
Technology	7.98%
Health Care	6.18%
Communication Services	4.51%
Consumer Defensive	2.93%
Utility	2.82%
Energy	1.92%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	96.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| ICICIBANK	10%	₹349 Cr	3,808,401 ↑ 131,619
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 17 \| HDFCBANK	9%	₹345 Cr	2,043,108 ↑ 70,404
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	6%	₹213 Cr	1,697,415
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 20 \| AXISBANK	6%	₹204 Cr	2,366,431 ↑ 135,305
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	5%	₹185 Cr	784,154
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jul 19 \| BHARTIARTL	4%	₹161 Cr	2,020,031
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 May 21 \| TATAMOTORS	4%	₹148 Cr	3,047,181 ↑ 404,000
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹121 Cr	2,085,407
Data Patterns (India) Ltd (Industrials) Equity, Since 31 Dec 21 \| 543428	3%	₹118 Cr	707,407 ↓ -105,926
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 31 Mar 23 \| 543300	3%	₹110 Cr	2,292,683

5. 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 12.8% 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 Jun 23)	₹54.19 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹4,172 on 30 Apr 23
Category	Equity - Focused
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.12
Sharpe Ratio	0.28
Information Ratio	0.14
Alpha Ratio	4.29
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,575
31 May 20	₹9,246
31 May 21	₹14,697
31 May 22	₹16,236
31 May 23	₹18,657

ICICI Prudential 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 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 Jun 23

Duration	Returns
1 Month	3.6%
3 Month	6.9%
6 Month	0.1%
1 Year	15.7%
3 Year	25.6%
5 Year	13.5%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Anish Tawakley	1 May 23	0 Yr.
Vaibhav Dusad	8 Aug 22	0.73 Yr.
Sharmila D’mello	31 Jul 22	0.75 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	33.43%
Consumer Cyclical	13.53%
Energy	8.84%
Health Care	8.75%
Industrials	8.14%
Communication Services	5.89%
Technology	5.65%
Consumer Defensive	4.23%
Utility	3.23%
Real Estate	2.74%

Asset Allocation

Asset Class	Value
Cash	5.56%
Equity	94.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 21 \| RELIANCE	9%	₹369 Cr	1,524,088 ↑ 403,486
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| ICICIBANK	8%	₹346 Cr	3,770,388
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 May 16 \| SUNPHARMA	7%	₹280 Cr	2,835,728 ↓ -163,975
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 30 Apr 23 \| HDFC	6%	₹266 Cr	958,247 ↑ 958,247
Infosys Ltd (Technology) Equity, Since 30 Jun 09 \| INFY	6%	₹236 Cr	1,882,807 ↑ 553,625
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| MARUTI	6%	₹232 Cr	269,961 ↑ 16,081
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 21 \| LT	5%	₹191 Cr	808,370 ↓ -15,000
State Bank of India (Financial Services) Equity, Since 31 Jan 21 \| SBIN	4%	₹177 Cr	3,060,819 ↓ -545,277
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	3%	₹136 Cr	1,698,421 ↓ -551,000
NTPC Ltd Shs Dematerialised (Utilities) Equity, Since 30 Nov 22 \| NTPC	3%	₹135 Cr	7,846,272 ↑ 395,332

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 14.9% 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 Jun 23)	₹113.741 ↓ -0.17 (-0.15 %)
Net Assets (Cr)	₹809 on 30 Apr 23
Category	Equity - Focused
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.49
Sharpe Ratio	-0.08
Information Ratio	-0.85
Alpha Ratio	-0.68
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,694
31 May 20	₹9,578
31 May 21	₹15,692
31 May 22	₹16,445
31 May 23	₹18,546

Principal Focused Multicap 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 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 Jun 23

Duration	Returns
1 Month	3.8%
3 Month	7%
6 Month	-0.8%
1 Year	13%
3 Year	23.5%
5 Year	13.2%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ravi Gopalakrishnan	11 Oct 19	3.55 Yr.
Sudhir Kedia	16 May 22	0.96 Yr.

Data below for Principal Focused Multicap Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	30.81%
Industrials	18.14%
Consumer Cyclical	10.19%
Technology	9.45%
Energy	7.27%
Consumer Defensive	5.58%
Basic Materials	2.43%
Health Care	2.2%
Real Estate	2.18%

Asset Allocation

Asset Class	Value
Cash	11.74%
Equity	88.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹63 Cr	690,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 05 \| RELIANCE	7%	₹59 Cr	243,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 10 \| HDFC	7%	₹57 Cr	206,000
Infosys Ltd (Technology) Equity, Since 30 Nov 05 \| INFY	6%	₹51 Cr	411,000 ↑ 48,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 20 \| LT	5%	₹37 Cr	156,000
Canara Bank (Financial Services) Equity, Since 31 Jul 21 \| CANBK	4%	₹35 Cr	1,116,000 ↓ -64,000
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	4%	₹33 Cr	565,000
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 31 Dec 19 \| DMART	3%	₹25 Cr	72,000
Ashok Leyland Ltd Shs Dematerialised (Industrials) Equity, Since 30 Sep 21 \| 500477	3%	₹24 Cr	1,625,000
Triveni Turbine Ltd (Industrials) Equity, Since 30 Sep 22 \| TRITURBINE	3%	₹23 Cr	621,000 ↓ -41,365

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 18.4% 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 (01 Jun 23)	₹239.141 ↓ -0.60 (-0.25 %)
Net Assets (Cr)	₹27,962 on 30 Apr 23
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	-0.22
Information Ratio	-0.58
Alpha Ratio	-2.66
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,700
31 May 20	₹9,234
31 May 21	₹14,749
31 May 22	₹15,747
31 May 23	₹17,493

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 Jun 23

Duration	Returns
1 Month	3.9%
3 Month	9.4%
6 Month	0.7%
1 Year	11%
3 Year	22.4%
5 Year	11.9%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
R. Srinivasan	1 May 09	14.01 Yr.
Mohit Jain	30 Nov 17	5.42 Yr.

Data below for SBI Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	39.77%
Communication Services	14.5%
Consumer Cyclical	10.97%
Health Care	9.01%
Consumer Defensive	8.92%
Basic Materials	4.29%
Utility	3.32%
Industrials	1.92%

Asset Allocation

Asset Class	Value
Cash	7.3%
Equity	92.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 13 \| HDFCBANK	8%	₹2,143 Cr	12,700,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	8%	₹2,111 Cr	23,000,000
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	6%	₹1,760 Cr	2,000,000
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| MUTHOOTFIN	6%	₹1,562 Cr	15,300,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	6%	₹1,561 Cr	27,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 18 \| BHARTIARTL	5%	₹1,519 Cr	19,000,000
Procter & Gamble Hygiene and Health Care Ltd Shs Dematerialised (Consumer Defensive) Equity, Since 30 Jun 13 \| PGHH	5%	₹1,461 Cr	1,043,079
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	5%	₹1,338 Cr	4,095,143
Bajaj Finance Ltd (Financial Services) Equity, Since 28 Feb 18 \| BAJFINANCE	5%	₹1,319 Cr	2,100,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 16 \| SOLARINDS	4%	₹1,199 Cr	3,135,428 ↓ -132,838

8. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch. Ranked 24 in Focused category. Return for 2022 was 0.4% , 2021 was 26.7% and 2020 was 16% .

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 (01 Jun 23)	₹94.558 ↓ -0.17 (-0.18 %)
Net Assets (Cr)	₹5,805 on 30 Apr 23
Category	Equity - Focused
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2
Sharpe Ratio	-0.11
Information Ratio	-1.3
Alpha Ratio	-1.06
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 18	₹10,000
31 May 19	₹10,817
31 May 20	₹8,976
31 May 21	₹14,209
31 May 22	₹15,219
31 May 23	₹16,690

Aditya Birla Sun Life Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 1 Jun 23

Duration	Returns
1 Month	3.7%
3 Month	5.5%
6 Month	-2.2%
1 Year	10.1%
3 Year	22%
5 Year	10.9%
10 Year
15 Year
Since launch	13.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2022	0.4%
2021	26.7%
2020	16%
2019	11.3%
2018	-4.1%
2017	30.9%
2016	6.7%
2015	0%
2014	48.9%
2013	9.1%

Fund Manager information for Aditya Birla Sun Life Focused Equity Fund

Name	Since	Tenure
Kunal Sangoi	7 May 21	1.98 Yr.
Dhaval Joshi	21 Nov 22	0.44 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation

Sector	Value
Financial Services	38.49%
Technology	13.02%
Consumer Cyclical	11.22%
Energy	6.13%
Consumer Defensive	5.69%
Industrials	5.64%
Communication Services	4.21%
Basic Materials	3.08%
Health Care	2.75%
Real Estate	2.42%
Utility	2.13%

Asset Allocation

Asset Class	Value
Cash	4.51%
Equity	95.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	10%	₹568 Cr	6,190,329
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 07 \| HDFC	9%	₹526 Cr	1,896,087 ↓ -119,500
Infosys Ltd (Technology) Equity, Since 31 Oct 05 \| INFY	7%	₹409 Cr	3,268,601 ↑ 225,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 05 \| RELIANCE	6%	₹356 Cr	1,471,151
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 05 \| LT	6%	₹328 Cr	1,385,214
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 19 \| AXISBANK	5%	₹289 Cr	3,357,293
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	5%	₹268 Cr	4,627,029
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	4%	₹233 Cr	2,917,038
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Nov 19 \| BAJFINANCE	3%	₹195 Cr	309,735 ↑ 70,000
HCL Technologies Ltd (Technology) Equity, Since 31 Mar 12 \| HCLTECH	3%	₹185 Cr	1,742,368 ↑ 150,000

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।