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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
- 1. फोकस्ड फंड में कौन निवेश करता है और क्यों?
- 2. फोकस्ड फंड का सबसे महत्वपूर्ण लाभ क्या है?
- 3. फोकस्ड फंड्स के टैक्स निहितार्थ क्या हैं?
- 4. फोकस्ड फंड्स में किसे निवेश करना चाहिए?
- 5. मैं फोकस्ड फंड्स की तुलना कैसे करूं?
- 6. सबसे अच्छे फोकस वाले कुछ फंड कौन से हैं?
- 7. फोकस्ड फंड म्यूचुअल फंड से कैसे अलग है?
Top 8 Equity - Focused Funds
8 बेस्ट परफॉर्मिंग फोकस्ड फंड्स 2022
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
(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 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 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 (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 (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 Below is the key information for SBI 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 (%) 2024 (%) HDFC Focused 30 Fund Growth ₹226.419
↑ 0.46 ₹17,227 9.7 6.1 17 27 32.2 24 ICICI Prudential Focused Equity Fund Growth ₹89.94
↑ 0.17 ₹10,484 12.4 7.6 16 26.1 28.9 26.5 DSP BlackRock Focus Fund Growth ₹54.175
↑ 0.10 ₹2,447 10.6 4.9 14.7 21.8 23.4 18.5 IIFL Focused Equity Fund Growth ₹46.4566
↑ 0.36 ₹6,730 9.1 2.8 7.7 21.3 26.2 14.7 Franklin India Focused Equity Fund Growth ₹105.657
↓ -0.03 ₹11,396 7.9 2.5 8.3 21.2 27.5 19.9 Aditya Birla Sun Life Focused Equity Fund Growth ₹140.334
↓ -0.26 ₹7,360 9.5 4.6 14.6 19.5 23.4 18.7 Nippon India Focused Equity Fund Growth ₹119.575
↑ 0.84 ₹7,922 11.9 5.3 10.8 18.9 27.5 10.1 SBI Focused Equity Fund Growth ₹340.641
↑ 1.76 ₹35,253 6.4 5.2 13.2 17.6 22.3 17.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25 1. HDFC Focused 30 Fund
CAGR/Annualized return of 16.3% 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 (16 May 25) ₹226.419 ↑ 0.46 (0.21 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,678 30 Apr 22 ₹19,440 30 Apr 23 ₹22,508 30 Apr 24 ₹31,781 30 Apr 25 ₹36,735 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.1% 3 Month 9.7% 6 Month 6.1% 1 Year 17% 3 Year 27% 5 Year 32.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% 2015 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.3 Yr. Dhruv Muchhal 22 Jun 23 1.86 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 14.7% 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 (16 May 25) ₹89.94 ↑ 0.17 (0.19 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,246 30 Apr 22 ₹18,430 30 Apr 23 ₹20,127 30 Apr 24 ₹29,353 30 Apr 25 ₹33,645 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7% 3 Month 12.4% 6 Month 7.6% 1 Year 16% 3 Year 26.1% 5 Year 28.9% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.5% 2023 28.3% 2022 6% 2021 36.1% 2020 24.6% 2019 0.4% 2018 -2.7% 2017 23.4% 2016 10.6% 2015 -5.2% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 2.73 Yr. Sharmila D’mello 31 Jul 22 2.75 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 12% 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 (16 May 25) ₹54.175 ↑ 0.10 (0.19 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,623 30 Apr 22 ₹15,843 30 Apr 23 ₹16,171 30 Apr 24 ₹22,978 30 Apr 25 ₹25,840 Returns for DSP BlackRock Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.2% 3 Month 10.6% 6 Month 4.9% 1 Year 14.7% 3 Year 21.8% 5 Year 23.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 34.2% 2022 -4.5% 2021 22.3% 2020 9% 2019 18% 2018 -5.6% 2017 29.2% 2016 6.1% 2015 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 4.92 Yr. Bhavin Gandhi 1 Feb 24 1.24 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. IIFL Focused Equity Fund
CAGR/Annualized return of 15.7% 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 (16 May 25) ₹46.4566 ↑ 0.36 (0.78 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,458 30 Apr 22 ₹18,363 30 Apr 23 ₹20,027 30 Apr 24 ₹27,911 30 Apr 25 ₹28,882 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.3% 3 Month 9.1% 6 Month 2.8% 1 Year 7.7% 3 Year 21.3% 5 Year 26.2% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.7% 2023 29.8% 2022 -0.9% 2021 36.4% 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 5.47 Yr. Ashish Ongari 21 Feb 25 0.19 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 5. Franklin India Focused Equity Fund
CAGR/Annualized return of 14.2% 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 (16 May 25) ₹105.657 ↓ -0.03 (-0.03 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,887 30 Apr 22 ₹19,237 30 Apr 23 ₹20,939 30 Apr 24 ₹29,426 30 Apr 25 ₹31,261 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6% 3 Month 7.9% 6 Month 2.5% 1 Year 8.3% 3 Year 21.2% 5 Year 27.5% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 2023 23.5% 2022 8.9% 2021 39.4% 2020 10.9% 2019 10.9% 2018 -8.8% 2017 37.4% 2016 5% 2015 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.54 Yr. Venkatesh Sanjeevi 4 Oct 24 0.57 Yr. Sandeep Manam 18 Oct 21 3.54 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 6. Aditya Birla Sun Life Focused Equity Fund
CAGR/Annualized return of 14.5% 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 (16 May 25) ₹140.334 ↓ -0.26 (-0.18 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,534 30 Apr 22 ₹16,932 30 Apr 23 ₹17,492 30 Apr 24 ₹23,853 30 Apr 25 ₹26,087 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 16 May 25 Duration Returns 1 Month 8% 3 Month 9.5% 6 Month 4.6% 1 Year 14.6% 3 Year 19.5% 5 Year 23.4% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 23% 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 3.98 Yr. Dhaval Joshi 21 Nov 22 2.44 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 7. Nippon India Focused Equity Fund
CAGR/Annualized return of 14.4% 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 (16 May 25) ₹119.575 ↑ 0.84 (0.70 %) 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 30 Apr 20 ₹10,000 30 Apr 21 ₹16,836 30 Apr 22 ₹20,477 30 Apr 23 ₹21,059 30 Apr 24 ₹28,071 30 Apr 25 ₹30,167 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.7% 3 Month 11.9% 6 Month 5.3% 1 Year 10.8% 3 Year 18.9% 5 Year 27.5% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 27.1% 2022 7.7% 2021 36.6% 2020 16.1% 2019 7% 2018 -12.7% 2017 42.7% 2016 2.9% 2015 8.3% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 6.99 Yr. Kinjal Desai 25 May 18 6.94 Yr. Rishit Parikh 19 Aug 24 0.7 Yr. Data below for Nippon India Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.34% Consumer Cyclical 20.93% Industrials 11.9% Health Care 9.97% Energy 5.93% Technology 4.13% Basic Materials 3.33% Communication Services 2.53% Asset Allocation
Asset Class Value Cash 6.93% Equity 93.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹643 Cr 3,339,641 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322158% ₹640 Cr 5,396,932 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK7% ₹544 Cr 3,811,739 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE6% ₹486 Cr 3,460,167
↑ 95,103 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY4% ₹338 Cr 2,255,027
↑ 150,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹317 Cr 3,634,210 3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA4% ₹287 Cr 95,302 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO3% ₹279 Cr 530,850
↓ -15,059 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 25 | GRASIM3% ₹273 Cr 998,096 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO3% ₹254 Cr 663,024 8. SBI Focused Equity Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 32 in Focused category. Return for 2024 was 17.2% , 2023 was 22.2% and 2022 was -8.5% . SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (15 May 25) ₹340.641 ↑ 1.76 (0.52 %) Net Assets (Cr) ₹35,253 on 31 Mar 25 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.63 Sharpe Ratio 0.39 Information Ratio -0.29 Alpha Ratio 4.58 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,649 30 Apr 22 ₹17,284 30 Apr 23 ₹17,622 30 Apr 24 ₹23,308 30 Apr 25 ₹25,491 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 4.1% 3 Month 6.4% 6 Month 5.2% 1 Year 13.2% 3 Year 17.6% 5 Year 22.3% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 22.2% 2022 -8.5% 2021 43% 2020 14.5% 2019 16.1% 2018 -3.8% 2017 44.7% 2016 2.2% 2015 4.3% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.01 Yr. Data below for SBI Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 32.19% Consumer Cyclical 19.59% Communication Services 9.61% Basic Materials 8.17% Consumer Defensive 6.02% Industrials 4.46% Health Care 3.63% Technology 3.33% Utility 2.99% Asset Allocation
Asset Class Value Cash 9.26% Equity 90% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK9% ₹3,273 Cr 17,000,000
↑ 2,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK6% ₹1,987 Cr 9,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹1,979 Cr 14,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS5% ₹1,844 Cr 1,400,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹1,756 Cr 9,000,000
↑ 7,214,089 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK4% ₹1,570 Cr 11,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333984% ₹1,519 Cr 7,000,000
↑ 656,906 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN4% ₹1,498 Cr 19,000,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | JUBLFOOD4% ₹1,492 Cr 20,859,231
↑ 1,416,082 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL4% ₹1,486 Cr 1,100,000
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।
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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