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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 5, 2024 , 50280 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 (%)2023 (%)
HDFC Focused 30 Fund Growth ₹218.666
↓ -0.61
₹15,1094.615.641.623.822.729.6
ICICI Prudential Focused Equity Fund Growth ₹85.84
↓ -0.22
₹10,2010.313.342.118.524.228.3
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
DSP BlackRock Focus Fund Growth ₹53.243
↓ -0.39
₹2,7043.617.437.515.616.334.2
IIFL Focused Equity Fund Growth ₹46.5304
↓ -0.35
₹8,177-1.89.931.815.221.529.8
Franklin India Focused Equity Fund Growth ₹105.03
↓ -0.64
₹13,050-0.79.131.31520.723.5
Nippon India Focused Equity Fund Growth ₹116.857
↓ -0.70
₹8,979-0.412.226.313.820.127.1
Aditya Birla Sun Life Focused Equity Fund Growth ₹137.59
↓ -0.28
₹8,2301.813.234.513.217.423
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Nov 24

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 16.6% since its launch.  Ranked 39 in Focused category.  Return for 2023 was 29.6% , 2022 was 18.3% and 2021 was 40.1% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (08 Nov 24) ₹218.666 ↓ -0.61   (-0.28 %)
Net Assets (Cr) ₹15,109 on 30 Sep 24
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 3.72
Information Ratio 1.7
Alpha Ratio 10.3
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
31 Oct 19₹10,000
31 Oct 20₹8,451
31 Oct 21₹14,667
31 Oct 22₹16,921
31 Oct 23₹19,416
31 Oct 24₹27,776

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 ₹530,691.
Net Profit of ₹230,691
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 8 Nov 24

DurationReturns
1 Month 1%
3 Month 4.6%
6 Month 15.6%
1 Year 41.6%
3 Year 23.8%
5 Year 22.7%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 51.4%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 222.72 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Focused 30 Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services39.32%
Consumer Cyclical15.51%
Health Care12.22%
Technology8.4%
Communication Services3.99%
Real Estate3.52%
Industrials2.87%
Consumer Defensive1.58%
Basic Materials1.12%
Asset Allocation
Asset ClassValue
Cash10.11%
Equity88.52%
Debt1.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹1,420 Cr8,200,000
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹1,400 Cr11,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
9%₹1,294 Cr10,500,000
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
5%₹718 Cr4,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹664 Cr3,600,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
4%₹662 Cr500,000
↑ 125,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
4%₹662 Cr4,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK
4%₹612 Cr3,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹598 Cr3,500,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | PPLPHARMA
3%₹481 Cr21,000,000

2. 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 14.9% since its launch.  Ranked 65 in Focused category.  Return for 2023 was 28.3% , 2022 was 6% and 2021 was 36.1% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (08 Nov 24) ₹85.84 ↓ -0.22   (-0.26 %)
Net Assets (Cr) ₹10,201 on 30 Sep 24
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 3.76
Information Ratio 0
Alpha Ratio 0
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
31 Oct 19₹10,000
31 Oct 20₹10,282
31 Oct 21₹17,016
31 Oct 22₹17,726
31 Oct 23₹19,932
31 Oct 24₹29,379

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 ₹556,833.
Net Profit of ₹256,833
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 8 Nov 24

DurationReturns
1 Month -3.6%
3 Month 0.3%
6 Month 13.3%
1 Year 42.1%
3 Year 18.5%
5 Year 24.2%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 39.6%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Vaibhav Dusad8 Aug 222.15 Yr.
Sharmila D’mello31 Jul 222.17 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services30.86%
Health Care12.87%
Industrials9.53%
Consumer Cyclical8.52%
Basic Materials7.91%
Communication Services7.3%
Consumer Defensive6.62%
Real Estate5.37%
Technology3.49%
Utility3.48%
Asset Allocation
Asset ClassValue
Cash4.62%
Equity95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
9%₹883 Cr6,933,764
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
7%₹668 Cr3,466,067
↓ -357,500
Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532215
6%₹582 Cr4,720,829
↑ 1,161,770
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK
6%₹576 Cr3,327,397
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 23 | NAUKRI
4%₹392 Cr483,975
↓ -20,642
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹390 Cr1,059,958
↑ 25,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | 540376
4%₹364 Cr714,401
↑ 55,000
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
3%₹356 Cr1,897,085
↓ -449,645
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 532555
3%₹355 Cr8,006,832
↓ -888,961
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
3%₹353 Cr2,063,795
↓ -154,736

3. 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
31 Oct 19₹10,000
31 Oct 20₹9,685
31 Oct 21₹14,531

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 8 Nov 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

4. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

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 CAGR/Annualized return of 12.4% since its launch.  Ranked 27 in Focused category.  Return for 2023 was 34.2% , 2022 was -4.5% and 2021 was 22.3% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (08 Nov 24) ₹53.243 ↓ -0.39   (-0.72 %)
Net Assets (Cr) ₹2,704 on 30 Sep 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.42
Information Ratio -0.09
Alpha Ratio 1.31
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,543
31 Oct 21₹13,812
31 Oct 22₹13,818
31 Oct 23₹15,167
31 Oct 24₹21,394

DSP BlackRock 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP BlackRock 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 8 Nov 24

DurationReturns
1 Month -1.1%
3 Month 3.6%
6 Month 17.4%
1 Year 37.5%
3 Year 15.6%
5 Year 16.3%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 -4.5%
2021 22.3%
2020 9%
2019 18%
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
2014 49.9%
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Vinit Sambre1 Jun 204.34 Yr.
Bhavin Gandhi1 Feb 240.67 Yr.

Data below for DSP BlackRock Focus Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.63%
Health Care10.78%
Consumer Cyclical10.75%
Technology10.26%
Basic Materials10.01%
Industrials7.12%
Energy5.28%
Real Estate3.81%
Consumer Defensive2.87%
Utility2.46%
Asset Allocation
Asset ClassValue
Cash7.02%
Equity92.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
6%₹171 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹146 Cr1,148,242
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
5%₹123 Cr175,963
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
5%₹123 Cr766,081
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹119 Cr791,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
4%₹117 Cr677,687
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹109 Cr885,319
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹106 Cr865,160
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹103 Cr558,910
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Nov 23 | SUVENPHAR
4%₹101 Cr856,837

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 16.7% since its launch.  Return for 2023 was 29.8% , 2022 was -0.9% and 2021 was 36.4% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (08 Nov 24) ₹46.5304 ↓ -0.35   (-0.75 %)
Net Assets (Cr) ₹8,177 on 30 Sep 24
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.26
Information Ratio 0
Alpha Ratio 0
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
31 Oct 19₹10,000
31 Oct 20₹10,735
31 Oct 21₹17,428
31 Oct 22₹17,554
31 Oct 23₹19,783
31 Oct 24₹26,754

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 8 Nov 24

DurationReturns
1 Month -1.5%
3 Month -1.8%
6 Month 9.9%
1 Year 31.8%
3 Year 15.2%
5 Year 21.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 194.89 Yr.
Rohit Vaidyanathan4 Jun 240.33 Yr.

Data below for IIFL Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services30.02%
Consumer Cyclical14.87%
Communication Services12.87%
Industrials11.74%
Technology8.17%
Basic Materials5.65%
Utility5.63%
Health Care4.52%
Energy2.83%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹703 Cr4,057,361
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹567 Cr4,456,767
↓ -130,240
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
7%₹545 Cr2,905,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
6%₹481 Cr4,936,511
NTPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 532555
6%₹460 Cr10,381,758
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
5%₹416 Cr2,587,020
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹407 Cr2,383,569
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹370 Cr1,005,382
↑ 22,405
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 534816
4%₹357 Cr9,099,291
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
3%₹279 Cr39,170,337

6. 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 14.6% since its launch.  Ranked 28 in Focused category.  Return for 2023 was 23.5% , 2022 was 8.9% and 2021 was 39.4% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (08 Nov 24) ₹105.03 ↓ -0.64   (-0.60 %)
Net Assets (Cr) ₹13,050 on 30 Sep 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 2.94
Information Ratio 0.42
Alpha Ratio 4.41
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
31 Oct 19₹10,000
31 Oct 20₹9,066
31 Oct 21₹16,151
31 Oct 22₹17,283
31 Oct 23₹18,869
31 Oct 24₹25,502

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 ₹505,644.
Net Profit of ₹205,644
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 8 Nov 24

DurationReturns
1 Month -4.4%
3 Month -0.7%
6 Month 9.1%
1 Year 31.3%
3 Year 15%
5 Year 20.7%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 79.6%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 212.96 Yr.
Venkatesh Sanjeevi4 Oct 240 Yr.
Sandeep Manam18 Oct 212.96 Yr.

Data below for Franklin India Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services31.93%
Consumer Cyclical12.69%
Industrials10.07%
Health Care9.08%
Technology7.45%
Basic Materials6.48%
Energy6.03%
Communication Services5.31%
Consumer Defensive4.26%
Real Estate3.78%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹1,178 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,057 Cr8,300,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
6%₹807 Cr4,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹692 Cr4,050,000
↓ -150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹655 Cr3,400,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹642 Cr23,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹620 Cr2,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹591 Cr4,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹529 Cr3,200,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹456 Cr2,350,000
↓ -210,000

7. 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 14.8% since its launch.  Ranked 30 in Focused category.  Return for 2023 was 27.1% , 2022 was 7.7% and 2021 was 36.6% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (08 Nov 24) ₹116.857 ↓ -0.70   (-0.59 %)
Net Assets (Cr) ₹8,979 on 30 Sep 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 1.74
Information Ratio -0.22
Alpha Ratio -8.63
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
31 Oct 19₹10,000
31 Oct 20₹9,536
31 Oct 21₹16,852
31 Oct 22₹17,787
31 Oct 23₹19,573
31 Oct 24₹25,273

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 ₹505,644.
Net Profit of ₹205,644
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 8 Nov 24

DurationReturns
1 Month -1.7%
3 Month -0.4%
6 Month 12.2%
1 Year 26.3%
3 Year 13.8%
5 Year 20.1%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 81.5%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 186.41 Yr.
Kinjal Desai25 May 186.36 Yr.
Rishit Parikh19 Aug 240.12 Yr.

Data below for Nippon India Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services35.89%
Consumer Cyclical21.27%
Industrials9.73%
Energy7.34%
Technology4.73%
Communication Services4.42%
Health Care4.23%
Consumer Defensive3.96%
Basic Materials1.77%
Asset Allocation
Asset ClassValue
Cash6.65%
Equity93.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹778 Cr4,489,641
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹585 Cr4,746,933
↑ 1,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
6%₹574 Cr4,511,739
↓ -800,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹425 Cr2,266,749
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹421 Cr1,424,000
↑ 180,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
4%₹360 Cr73,452
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹355 Cr6,858,289
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹346 Cr605,344
↓ -3,699
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹332 Cr4,287,882
↓ -108,645
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
4%₹316 Cr1,600,000
↑ 1,600,000

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 14.8% since its launch.  Ranked 24 in Focused category.  Return for 2023 was 23% , 2022 was 0.4% and 2021 was 26.7% .

Below is the key information for Aditya Birla Sun Life Focused Equity Fund

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (08 Nov 24) ₹137.59 ↓ -0.28   (-0.21 %)
Net Assets (Cr) ₹8,230 on 30 Sep 24
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.66
Information Ratio -0.65
Alpha Ratio 1.56
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,927
31 Oct 21₹15,263
31 Oct 22₹15,223
31 Oct 23₹16,408
31 Oct 24₹22,518

Aditya Birla Sun Life 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 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 8 Nov 24

DurationReturns
1 Month -2.2%
3 Month 1.8%
6 Month 13.2%
1 Year 34.5%
3 Year 13.2%
5 Year 17.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
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%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Kunal Sangoi7 May 213.41 Yr.
Dhaval Joshi21 Nov 221.86 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services36.24%
Technology12.41%
Consumer Cyclical8.39%
Consumer Defensive7.06%
Industrials7.04%
Communication Services5.36%
Energy4.99%
Utility4.63%
Health Care4.22%
Basic Materials2.86%
Real Estate2.85%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹721 Cr4,160,388
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹651 Cr5,115,329
↓ -75,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
7%₹577 Cr3,076,878
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹441 Cr2,581,283
↓ -100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹411 Cr1,391,151
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
5%₹407 Cr1,107,375
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
5%₹381 Cr8,593,886
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹308 Cr2,498,645
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
3%₹284 Cr1,473,930
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
3%₹270 Cr871,818
↑ 58,919

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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