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8 बेस्ट परफॉर्मिंग फोकस्ड फंड्स 2022

Updated on August 30, 2025 , 50968 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 (%)2024 (%)
HDFC Focused 30 Fund Growth ₹230.738
↑ 1.61
₹21,4562.314.35.922.227.324
ICICI Prudential Focused Equity Fund Growth ₹91.72
↑ 0.91
₹12,3802.419.12.522.124.126.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
DSP Focus Fund Growth ₹53.169
↑ 0.72
₹2,595-1.811.6-416.418.118.5
Franklin India Focused Equity Fund Growth ₹107.457
↑ 0.76
₹12,421213.3-2.816.22319.9
IIFL Focused Equity Fund Growth ₹45.7966
↑ 0.48
₹7,487-1.410.1-7.715.620.114.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹139.118
↑ 1.65
₹7,731-0.212.2-1.915.118.218.7
SBI Focused Equity Fund Growth ₹349.241
↑ 3.40
₹37,9361.613.44.314.918.317.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 25

Research Highlights & Commentary of 8 Funds showcased

CommentaryHDFC Focused 30 FundICICI Prudential Focused Equity FundSundaram Select Focus FundDSP Focus FundFranklin India Focused Equity FundIIFL Focused Equity FundAditya Birla Sun Life Focused Equity FundSBI Focused Equity Fund
Point 1Top quartile AUM (₹21,456 Cr).Upper mid AUM (₹12,380 Cr).Bottom quartile AUM (₹1,354 Cr).Bottom quartile AUM (₹2,595 Cr).Upper mid AUM (₹12,421 Cr).Lower mid AUM (₹7,487 Cr).Lower mid AUM (₹7,731 Cr).Highest AUM (₹37,936 Cr).
Point 2Established history (20+ yrs).Established history (16+ yrs).Oldest track record among peers (23 yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (10+ yrs).Established history (19+ yrs).Established history (20+ yrs).
Point 3Rating: 3★ (top quartile).Rating: 2★ (lower mid).Rating: 3★ (upper mid).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 27.32% (top quartile).5Y return: 24.07% (top quartile).5Y return: 17.29% (bottom quartile).5Y return: 18.08% (bottom quartile).5Y return: 23.02% (upper mid).5Y return: 20.10% (upper mid).5Y return: 18.23% (lower mid).5Y return: 18.34% (lower mid).
Point 63Y return: 22.19% (top quartile).3Y return: 22.07% (top quartile).3Y return: 17.03% (upper mid).3Y return: 16.39% (upper mid).3Y return: 16.20% (lower mid).3Y return: 15.61% (lower mid).3Y return: 15.08% (bottom quartile).3Y return: 14.92% (bottom quartile).
Point 71Y return: 5.91% (top quartile).1Y return: 2.46% (upper mid).1Y return: 24.49% (top quartile).1Y return: -3.99% (bottom quartile).1Y return: -2.75% (lower mid).1Y return: -7.68% (bottom quartile).1Y return: -1.90% (lower mid).1Y return: 4.28% (upper mid).
Point 8Alpha: 4.74 (top quartile).Alpha: 5.93 (top quartile).Alpha: -5.62 (bottom quartile).Alpha: 2.09 (upper mid).Alpha: -0.18 (lower mid).Alpha: -5.66 (bottom quartile).Alpha: 0.31 (lower mid).Alpha: 3.97 (upper mid).
Point 9Sharpe: 0.01 (top quartile).Sharpe: -0.08 (upper mid).Sharpe: 1.85 (top quartile).Sharpe: -0.28 (lower mid).Sharpe: -0.43 (bottom quartile).Sharpe: -0.92 (bottom quartile).Sharpe: -0.42 (lower mid).Sharpe: -0.13 (upper mid).
Point 10Information ratio: 1.44 (top quartile).Information ratio: 1.48 (top quartile).Information ratio: -0.52 (bottom quartile).Information ratio: 0.26 (upper mid).Information ratio: 0.15 (lower mid).Information ratio: 0.19 (upper mid).Information ratio: -0.36 (bottom quartile).Information ratio: -0.17 (lower mid).

HDFC Focused 30 Fund

  • Top quartile AUM (₹21,456 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.32% (top quartile).
  • 3Y return: 22.19% (top quartile).
  • 1Y return: 5.91% (top quartile).
  • Alpha: 4.74 (top quartile).
  • Sharpe: 0.01 (top quartile).
  • Information ratio: 1.44 (top quartile).

ICICI Prudential Focused Equity Fund

  • Upper mid AUM (₹12,380 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.07% (top quartile).
  • 3Y return: 22.07% (top quartile).
  • 1Y return: 2.46% (upper mid).
  • Alpha: 5.93 (top quartile).
  • Sharpe: -0.08 (upper mid).
  • Information ratio: 1.48 (top quartile).

Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 17.03% (upper mid).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

DSP Focus Fund

  • Bottom quartile AUM (₹2,595 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.08% (bottom quartile).
  • 3Y return: 16.39% (upper mid).
  • 1Y return: -3.99% (bottom quartile).
  • Alpha: 2.09 (upper mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.26 (upper mid).

Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,421 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.02% (upper mid).
  • 3Y return: 16.20% (lower mid).
  • 1Y return: -2.75% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.15 (lower mid).

IIFL Focused Equity Fund

  • Lower mid AUM (₹7,487 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.10% (upper mid).
  • 3Y return: 15.61% (lower mid).
  • 1Y return: -7.68% (bottom quartile).
  • Alpha: -5.66 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 0.19 (upper mid).

Aditya Birla Sun Life Focused Equity Fund

  • Lower mid AUM (₹7,731 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.23% (lower mid).
  • 3Y return: 15.08% (bottom quartile).
  • 1Y return: -1.90% (lower mid).
  • Alpha: 0.31 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: -0.36 (bottom quartile).

SBI Focused Equity Fund

  • Highest AUM (₹37,936 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.34% (lower mid).
  • 3Y return: 14.92% (bottom quartile).
  • 1Y return: 4.28% (upper mid).
  • Alpha: 3.97 (upper mid).
  • Sharpe: -0.13 (upper mid).
  • Information ratio: -0.17 (lower mid).

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.

Research Highlights for HDFC Focused 30 Fund

  • Top quartile AUM (₹21,456 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.32% (top quartile).
  • 3Y return: 22.19% (top quartile).
  • 1Y return: 5.91% (top quartile).
  • Alpha: 4.74 (top quartile).
  • Sharpe: 0.01 (top quartile).
  • Information ratio: 1.44 (top quartile).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (01 Sep 25) ₹230.738 ↑ 1.61   (0.70 %)
Net Assets (Cr) ₹21,456 on 31 Jul 25
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 0.01
Information Ratio 1.44
Alpha Ratio 4.74
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 Aug 20₹10,000
31 Aug 21₹15,165
31 Aug 22₹18,513
31 Aug 23₹22,136
31 Aug 24₹31,804
31 Aug 25₹33,447

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 ₹598,181.
Net Profit of ₹298,181
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 Sep 25

DurationReturns
1 Month 1.9%
3 Month 2.3%
6 Month 14.3%
1 Year 5.9%
3 Year 22.2%
5 Year 27.3%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Roshi Jain13 Jan 223.64 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

Data below for HDFC Focused 30 Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services39.52%
Consumer Cyclical23.11%
Health Care8.01%
Industrials4.51%
Technology4.1%
Basic Materials2.8%
Real Estate2.76%
Communication Services2.68%
Utility0.58%
Asset Allocation
Asset ClassValue
Cash11.7%
Equity88.06%
Debt0.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
10%₹2,074 Cr14,000,000
↑ 700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
8%₹1,816 Cr9,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
7%₹1,517 Cr14,200,000
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
5%₹996 Cr12,500,000
↑ 1,500,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK
4%₹910 Cr4,600,000
↑ 523,951
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
4%₹886 Cr5,700,000
↑ 700,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
4%₹881 Cr6,000,000
↑ 1,466,996
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹828 Cr4,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
4%₹820 Cr650,000
↑ 25,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Sep 24 | TATASTEEL
3%₹600 Cr38,000,000

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.

Research Highlights for ICICI Prudential Focused Equity Fund

  • Upper mid AUM (₹12,380 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 24.07% (top quartile).
  • 3Y return: 22.07% (top quartile).
  • 1Y return: 2.46% (upper mid).
  • Alpha: 5.93 (top quartile).
  • Sharpe: -0.08 (upper mid).
  • Information ratio: 1.48 (top quartile).

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (01 Sep 25) ₹91.72 ↑ 0.91   (1.00 %)
Net Assets (Cr) ₹12,380 on 31 Jul 25
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio -0.08
Information Ratio 1.48
Alpha Ratio 5.93
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 Aug 20₹10,000
31 Aug 21₹15,390
31 Aug 22₹16,437
31 Aug 23₹19,211
31 Aug 24₹28,943
31 Aug 25₹29,360

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 1 Sep 25

DurationReturns
1 Month 1.6%
3 Month 2.4%
6 Month 19.1%
1 Year 2.5%
3 Year 22.1%
5 Year 24.1%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vaibhav Dusad8 Aug 223.07 Yr.
Sharmila D’mello31 Jul 223.09 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services27.12%
Basic Materials12.39%
Consumer Cyclical10.88%
Health Care8.12%
Communication Services6.9%
Industrials6.56%
Technology6.37%
Consumer Defensive6.07%
Real Estate5.02%
Energy3.51%
Utility2.83%
Asset Allocation
Asset ClassValue
Cash4.22%
Equity95.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
6%₹789 Cr5,226,558
↑ 1,365,751
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
6%₹785 Cr5,296,653
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK
6%₹731 Cr3,622,593
Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532215
6%₹720 Cr6,739,239
↑ 500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
4%₹549 Cr3,216,002
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹491 Cr1,349,589
↑ 50,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 24 | PIDILITIND
4%₹469 Cr1,634,838
↑ 115,250
Lupin Ltd (Healthcare)
Equity, Since 30 Sep 24 | 500257
4%₹457 Cr2,366,937
↑ 95,898
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹455 Cr2,375,643
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
4%₹442 Cr1,380,069
↑ 200,000

3. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Research Highlights for Sundaram Select Focus Fund

  • Bottom quartile AUM (₹1,354 Cr).
  • Oldest track record among peers (23 yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.29% (bottom quartile).
  • 3Y return: 17.03% (upper mid).
  • 1Y return: 24.49% (top quartile).
  • Alpha: -5.62 (bottom quartile).
  • Sharpe: 1.85 (top quartile).
  • Information ratio: -0.52 (bottom quartile).

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 Aug 20₹10,000
31 Aug 21₹14,919

Sundaram Select Focus Fund SIP Returns

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

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
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 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.

Research Highlights for DSP Focus Fund

  • Bottom quartile AUM (₹2,595 Cr).
  • Established history (15+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.08% (bottom quartile).
  • 3Y return: 16.39% (upper mid).
  • 1Y return: -3.99% (bottom quartile).
  • Alpha: 2.09 (upper mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.26 (upper mid).

Below is the key information for DSP Focus Fund

DSP Focus Fund
Growth
Launch Date 10 Jun 10
NAV (01 Sep 25) ₹53.169 ↑ 0.72   (1.37 %)
Net Assets (Cr) ₹2,595 on 31 Jul 25
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio -0.28
Information Ratio 0.26
Alpha Ratio 2.09
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 Aug 20₹10,000
31 Aug 21₹15,138
31 Aug 22₹14,728
31 Aug 23₹16,666
31 Aug 24₹24,059
31 Aug 25₹22,787

DSP 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Sep 25

DurationReturns
1 Month -0.5%
3 Month -1.8%
6 Month 11.6%
1 Year -4%
3 Year 16.4%
5 Year 18.1%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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 Focus Fund
NameSinceTenure
Vinit Sambre1 Jun 205.25 Yr.
Bhavin Gandhi1 Feb 241.58 Yr.

Data below for DSP Focus Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services35.46%
Technology12.42%
Health Care9.2%
Basic Materials7.67%
Consumer Cyclical6.95%
Industrials5.82%
Energy3.66%
Communication Services3.23%
Real Estate3.2%
Consumer Defensive2.38%
Utility1.9%
Asset Allocation
Asset ClassValue
Cash8.13%
Equity91.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
8%₹196 Cr2,219,140
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹170 Cr1,148,242
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
5%₹137 Cr783,835
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹137 Cr677,687
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹110 Cr742,934
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹104 Cr976,358
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 500547
4%₹95 Cr2,883,018
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
4%₹93 Cr647,299
↑ 87,626
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
3%₹89 Cr329,610
↓ -49,902
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL
3%₹84 Cr437,616

5. 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).

Research Highlights for Franklin India Focused Equity Fund

  • Upper mid AUM (₹12,421 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.02% (upper mid).
  • 3Y return: 16.20% (lower mid).
  • 1Y return: -2.75% (lower mid).
  • Alpha: -0.18 (lower mid).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.15 (lower mid).

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (01 Sep 25) ₹107.457 ↑ 0.76   (0.71 %)
Net Assets (Cr) ₹12,421 on 31 Jul 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio -0.43
Information Ratio 0.15
Alpha Ratio -0.18
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 Aug 20₹10,000
31 Aug 21₹16,539
31 Aug 22₹18,161
31 Aug 23₹20,931
31 Aug 24₹29,202
31 Aug 25₹28,198

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 ₹543,623.
Net Profit of ₹243,623
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 Sep 25

DurationReturns
1 Month 0.6%
3 Month 2%
6 Month 13.3%
1 Year -2.8%
3 Year 16.2%
5 Year 23%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 213.87 Yr.
Venkatesh Sanjeevi4 Oct 240.91 Yr.
Sandeep Manam18 Oct 213.87 Yr.

Data below for Franklin India Focused Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services35%
Consumer Cyclical13.15%
Industrials9.72%
Health Care8.78%
Communication Services6.01%
Energy5.37%
Technology5.13%
Basic Materials4.32%
Consumer Defensive4.3%
Real Estate3.47%
Asset Allocation
Asset ClassValue
Cash4.76%
Equity95.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
10%₹1,251 Cr6,200,000
↓ -400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹1,230 Cr8,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹747 Cr3,900,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
6%₹723 Cr23,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹694 Cr6,500,000
↑ 250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹667 Cr4,800,000
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS
5%₹638 Cr2,100,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
4%₹546 Cr3,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹544 Cr3,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹504 Cr400,000
↑ 30,000

6. 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.

Research Highlights for IIFL Focused Equity Fund

  • Lower mid AUM (₹7,487 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.10% (upper mid).
  • 3Y return: 15.61% (lower mid).
  • 1Y return: -7.68% (bottom quartile).
  • Alpha: -5.66 (bottom quartile).
  • Sharpe: -0.92 (bottom quartile).
  • Information ratio: 0.19 (upper mid).

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (01 Sep 25) ₹45.7966 ↑ 0.48   (1.06 %)
Net Assets (Cr) ₹7,487 on 31 Jul 25
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.92
Information Ratio 0.19
Alpha Ratio -5.66
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 Aug 20₹10,000
31 Aug 21₹16,173
31 Aug 22₹16,442
31 Aug 23₹19,434
31 Aug 24₹27,428
31 Aug 25₹25,054

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 ₹505,644.
Net Profit of ₹205,644
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 Sep 25

DurationReturns
1 Month -0.2%
3 Month -1.4%
6 Month 10.1%
1 Year -7.7%
3 Year 15.6%
5 Year 20.1%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Mayur Patel11 Nov 195.81 Yr.
Ashish Ongari21 Feb 250.52 Yr.

Data below for IIFL Focused Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services30.89%
Industrials16.62%
Consumer Cyclical15.24%
Communication Services11.02%
Technology7.49%
Health Care6.4%
Basic Materials3.8%
Energy1.81%
Utility0.92%
Asset Allocation
Asset ClassValue
Cash5.82%
Equity94.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹708 Cr3,505,963
↑ 37,698
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹604 Cr4,075,448
↑ 208,872
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
6%₹452 Cr2,361,316
↑ 154,881
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 543320
5%₹377 Cr12,232,956
↑ 286,340
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 500034
5%₹354 Cr4,012,655
↓ -159,368
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | DIVISLAB
4%₹327 Cr496,387
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
4%₹317 Cr2,103,716
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹316 Cr868,306
↑ 214,655
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 534816
4%₹295 Cr8,139,663
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
4%₹293 Cr2,029,899
↓ -198,614

7. 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.

Research Highlights for Aditya Birla Sun Life Focused Equity Fund

  • Lower mid AUM (₹7,731 Cr).
  • Established history (19+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 18.23% (lower mid).
  • 3Y return: 15.08% (bottom quartile).
  • 1Y return: -1.90% (lower mid).
  • Alpha: 0.31 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: -0.36 (bottom quartile).

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 Sep 25) ₹139.118 ↑ 1.65   (1.20 %)
Net Assets (Cr) ₹7,731 on 31 Jul 25
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio -0.42
Information Ratio -0.36
Alpha Ratio 0.31
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 Aug 20₹10,000
31 Aug 21₹15,151
31 Aug 22₹15,465
31 Aug 23₹16,988
31 Aug 24₹23,791
31 Aug 25₹23,063

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 ₹481,656.
Net Profit of ₹181,656
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 Sep 25

DurationReturns
1 Month 0.9%
3 Month -0.2%
6 Month 12.2%
1 Year -1.9%
3 Year 15.1%
5 Year 18.2%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kunal Sangoi7 May 214.32 Yr.
Dhaval Joshi21 Nov 222.78 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services30.55%
Consumer Cyclical17.14%
Technology13.55%
Industrials6.28%
Energy5.69%
Basic Materials4.82%
Communication Services4.62%
Consumer Defensive4.32%
Utility3.38%
Health Care2.82%
Real Estate2.4%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹614 Cr4,145,913
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
6%₹491 Cr3,252,603
↑ 113,204
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
6%₹443 Cr2,193,113
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹440 Cr3,163,055
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹358 Cr1,867,700
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
4%₹316 Cr867,856
Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE
4%₹283 Cr1,616,690
Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 532755
4%₹274 Cr1,873,390
↑ 83,240
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
3%₹268 Cr2,504,212
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
3%₹264 Cr1,433,549

8. 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.

Research Highlights for SBI Focused Equity Fund

  • Highest AUM (₹37,936 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.34% (lower mid).
  • 3Y return: 14.92% (bottom quartile).
  • 1Y return: 4.28% (upper mid).
  • Alpha: 3.97 (upper mid).
  • Sharpe: -0.13 (upper mid).
  • Information ratio: -0.17 (lower mid).

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (01 Sep 25) ₹349.241 ↑ 3.40   (0.98 %)
Net Assets (Cr) ₹37,936 on 31 Jul 25
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.13
Information Ratio -0.17
Alpha Ratio 3.97
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 Aug 20₹10,000
31 Aug 21₹15,523
31 Aug 22₹15,547
31 Aug 23₹17,298
31 Aug 24₹22,477
31 Aug 25₹23,210

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
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 Sep 25

DurationReturns
1 Month 1.6%
3 Month 1.6%
6 Month 13.4%
1 Year 4.3%
3 Year 14.9%
5 Year 18.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Srinivasan1 May 0916.35 Yr.

Data below for SBI Focused Equity Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services31.27%
Consumer Cyclical20.85%
Communication Services11.51%
Basic Materials10.48%
Consumer Defensive5.55%
Industrials4.92%
Technology4%
Health Care3.08%
Utility2.42%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity94.09%
Debt0.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
7%₹2,825 Cr14,000,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
6%₹2,352 Cr1,400,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
5%₹2,015 Cr14,000,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 532978
5%₹1,948 Cr10,000,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
5%₹1,852 Cr23,250,000
↑ 8,250,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
5%₹1,829 Cr7,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
5%₹1,781 Cr9,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹1,630 Cr11,000,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS
4%₹1,564 Cr1,100,000
EPAM Systems Inc (Technology)
Equity, Since 31 Jan 25 | EPAM
4%₹1,519 Cr1,100,000

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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।

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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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