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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 June 13, 2024 , 49991 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 ₹204.252
↑ 0.63
₹11,24711.919.343.227.82129.6
ICICI Prudential Focused Equity Fund Growth ₹81.8
↑ 0.61
₹7,87213.523.746.823.32228.3
IIFL Focused Equity Fund Growth ₹45.9333
↑ 0.24
₹7,00914.118.23920.822.629.8
Franklin India Focused Equity Fund Growth ₹103.342
↑ 0.45
₹11,51212.819.739.720.719.523.5
Nippon India Focused Equity Fund Growth ₹114.561
↑ 0.81
₹7,89513.91334.118.119.227.1
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
DSP BlackRock Focus Fund Growth ₹50.643
↑ 0.54
₹2,28416.615.943.216.616.634.2
Aditya Birla Sun Life Focused Equity Fund Growth ₹130.055
↑ 0.50
₹7,2318.316.234.916.516.523
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 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 16.5% 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 (14 Jun 24) ₹204.252 ↑ 0.63   (0.31 %)
Net Assets (Cr) ₹11,247 on 30 Apr 24
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 3.38
Information Ratio 1.42
Alpha Ratio 7.21
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 May 19₹10,000
31 May 20₹7,249
31 May 21₹11,984
31 May 22₹14,466
31 May 23₹17,393
31 May 24₹24,474

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 ₹505,644.
Net Profit of ₹205,644
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 14 Jun 24

DurationReturns
1 Month 7.2%
3 Month 11.9%
6 Month 19.3%
1 Year 43.2%
3 Year 27.8%
5 Year 21%
10 Year
15 Year
Since launch 16.5%
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 222.3 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services39.66%
Health Care13.97%
Consumer Cyclical10.34%
Industrials6.44%
Technology6.4%
Real Estate4.53%
Communication Services3.9%
Utility1.48%
Consumer Defensive0.87%
Asset Allocation
Asset ClassValue
Cash10.26%
Equity87.34%
Debt2.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
10%₹1,081 Cr9,400,000
↑ 550,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
9%₹1,037 Cr6,825,000
↑ 325,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
8%₹874 Cr7,500,000
↑ 1,200,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
5%₹552 Cr1,400,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
5%₹532 Cr3,800,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN
4%₹487 Cr5,900,000
↓ -600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹436 Cr3,300,000
↑ 400,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹431 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
3%₹383 Cr2,800,000
↑ 300,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Aug 22 | APOLLOHOSP
3%₹381 Cr640,000
↑ 4,583

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 15% 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 (14 Jun 24) ₹81.8 ↑ 0.61   (0.75 %)
Net Assets (Cr) ₹7,872 on 30 Apr 24
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 3.05
Information Ratio 0.85
Alpha Ratio 8.84
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 May 19₹10,000
31 May 20₹8,743
31 May 21₹13,898
31 May 22₹15,353
31 May 23₹17,642
31 May 24₹25,184

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 ₹530,691.
Net Profit of ₹230,691
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 14 Jun 24

DurationReturns
1 Month 6.9%
3 Month 13.5%
6 Month 23.7%
1 Year 46.8%
3 Year 23.3%
5 Year 22%
10 Year
15 Year
Since launch 15%
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
Anish Tawakley1 May 231 Yr.
Vaibhav Dusad8 Aug 221.73 Yr.
Sharmila D’mello31 Jul 221.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.05%
Health Care18.75%
Industrials14.65%
Consumer Cyclical8.21%
Communication Services7.39%
Consumer Defensive6.4%
Real Estate4.93%
Technology4.6%
Energy4.45%
Utility3.52%
Basic Materials2.48%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
9%₹709 Cr6,163,071
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
7%₹543 Cr3,613,194
↑ 389,334
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
5%₹362 Cr2,547,321
↑ 300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 21 | RELIANCE
4%₹350 Cr1,193,918
↓ -110,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹327 Cr2,473,131
↓ -286,566
Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532215
4%₹311 Cr2,671,433
↑ 224,874
Siemens Ltd (Industrials)
Equity, Since 31 May 23 | 500550
4%₹308 Cr527,481
↓ -69,088
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 24 | AUROPHARMA
4%₹300 Cr2,601,414
↑ 221,139
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | 540376
4%₹279 Cr606,838
↓ -82,015
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 532555
4%₹277 Cr7,636,107

3. 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 17.2% 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 (14 Jun 24) ₹45.9333 ↑ 0.24   (0.53 %)
Net Assets (Cr) ₹7,009 on 30 Apr 24
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.2
Sharpe Ratio 2.49
Information Ratio 0.25
Alpha Ratio 1.36
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 May 19₹10,000
31 May 20₹8,983
31 May 21₹15,088
31 May 22₹16,275
31 May 23₹19,280
31 May 24₹26,332

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 ₹530,691.
Net Profit of ₹230,691
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 14 Jun 24

DurationReturns
1 Month 7.9%
3 Month 14.1%
6 Month 18.2%
1 Year 39%
3 Year 20.8%
5 Year 22.6%
10 Year
15 Year
Since launch 17.2%
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 194.47 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.06%
Consumer Cyclical16.85%
Communication Services13.03%
Industrials11.25%
Technology8.18%
Energy5.76%
Basic Materials5.71%
Utility5.52%
Health Care1.89%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
8%₹595 Cr3,914,412
↑ 234,656
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹528 Cr4,587,007
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
7%₹498 Cr4,936,511
↓ -143,793
NTPC Ltd (Utilities)
Equity, Since 31 Mar 22 | 532555
6%₹387 Cr10,654,969
↑ 3,852
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
5%₹381 Cr2,682,925
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 534816
5%₹354 Cr9,990,026
↓ -409,420
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹315 Cr2,383,569
↑ 56,766
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹315 Cr876,146
↑ 36,446
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
4%₹275 Cr2,304,006
↑ 116,981
Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 543498
4%₹256 Cr37,124,761

4. 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 14.8% 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 (14 Jun 24) ₹103.342 ↑ 0.45   (0.44 %)
Net Assets (Cr) ₹11,512 on 30 Apr 24
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio 2.93
Information Ratio 0.45
Alpha Ratio 4.74
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 May 19₹10,000
31 May 20₹7,563
31 May 21₹13,403
31 May 22₹14,375
31 May 23₹16,683
31 May 24₹22,684

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 ₹493,520.
Net Profit of ₹193,520
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 14 Jun 24

DurationReturns
1 Month 7.6%
3 Month 12.8%
6 Month 19.7%
1 Year 39.7%
3 Year 20.7%
5 Year 19.5%
10 Year
15 Year
Since launch 14.8%
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 212.54 Yr.
Varun Sharma1 Apr 231.08 Yr.
Sandeep Manam18 Oct 212.54 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.89%
Industrials14.25%
Consumer Cyclical12.08%
Health Care9.16%
Technology6.51%
Basic Materials6.17%
Communication Services5.17%
Energy5.1%
Real Estate4.33%
Consumer Defensive1.65%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
9%₹1,003 Cr6,600,000
↑ 375,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹966 Cr8,400,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY
5%₹611 Cr4,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
5%₹595 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹587 Cr2,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
5%₹575 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹560 Cr4,800,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹537 Cr3,575,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
4%₹518 Cr3,700,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹516 Cr1,292,150
↓ -83,118

5. 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 15% 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 (14 Jun 24) ₹114.561 ↑ 0.81   (0.71 %)
Net Assets (Cr) ₹7,895 on 30 Apr 24
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.05
Information Ratio -0.37
Alpha Ratio -2.14
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 May 19₹10,000
31 May 20₹7,577
31 May 21₹14,024
31 May 22₹15,378
31 May 23₹17,157
31 May 24₹22,229

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 ₹493,520.
Net Profit of ₹193,520
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 14 Jun 24

DurationReturns
1 Month 8.2%
3 Month 13.9%
6 Month 13%
1 Year 34.1%
3 Year 18.1%
5 Year 19.2%
10 Year
15 Year
Since launch 15%
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 185.99 Yr.
Kinjal Desai25 May 185.94 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.43%
Consumer Cyclical22.07%
Technology8.46%
Industrials8.32%
Energy6.86%
Consumer Defensive5.84%
Communication Services4.71%
Health Care1.85%
Basic Materials0.74%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹743 Cr4,889,641
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
8%₹634 Cr5,511,739
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹581 Cr4,982,989
↑ 300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
6%₹461 Cr10,589,272
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹404 Cr2,841,614
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | HONAUT
5%₹372 Cr82,319
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹365 Cr1,244,000
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
4%₹285 Cr93,663
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
4%₹284 Cr3,896,527
↓ -200,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
4%₹277 Cr609,043
↑ 100,000

6. 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 May 19₹10,000
31 May 20₹8,574
31 May 21₹12,938

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 14 Jun 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

7. 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 12.3% 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 (14 Jun 24) ₹50.643 ↑ 0.54   (1.07 %)
Net Assets (Cr) ₹2,284 on 30 Apr 24
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 2.29
Information Ratio -0.66
Alpha Ratio -0.36
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 May 19₹10,000
31 May 20₹8,318
31 May 21₹13,100
31 May 22₹13,088
31 May 23₹14,493
31 May 24₹19,996

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 14 Jun 24

DurationReturns
1 Month 9%
3 Month 16.6%
6 Month 15.9%
1 Year 43.2%
3 Year 16.6%
5 Year 16.6%
10 Year
15 Year
Since launch 12.3%
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 203.92 Yr.
Jay Kothari31 Mar 1311.09 Yr.
Bhavin Gandhi1 Feb 240.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.06%
Industrials12.42%
Consumer Cyclical12.08%
Health Care10.64%
Basic Materials9.71%
Technology8.6%
Energy5.78%
Utility4.29%
Real Estate3.86%
Consumer Defensive1.25%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
7%₹154 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
5%₹107 Cr932,019
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 22 | POLYCAB
5%₹106 Cr187,626
↓ -21,240
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
5%₹106 Cr791,597
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹103 Cr677,687
GAIL (India) Ltd (Utilities)
Equity, Since 31 Oct 23 | 532155
4%₹98 Cr4,691,423
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
4%₹89 Cr225,473
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Dec 23 | KIRLOSENG
4%₹88 Cr865,160
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹88 Cr279,455
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
4%₹86 Cr1,938,481

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 (14 Jun 24) ₹130.055 ↑ 0.50   (0.39 %)
Net Assets (Cr) ₹7,231 on 30 Apr 24
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.93
Sharpe Ratio 2.61
Information Ratio -0.87
Alpha Ratio 0.75
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 May 19₹10,000
31 May 20₹8,298
31 May 21₹13,137
31 May 22₹14,070
31 May 23₹15,430
31 May 24₹20,142

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 ₹458,689.
Net Profit of ₹158,689
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 14 Jun 24

DurationReturns
1 Month 7.3%
3 Month 8.3%
6 Month 16.2%
1 Year 34.9%
3 Year 16.5%
5 Year 16.5%
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 212.98 Yr.
Dhaval Joshi21 Nov 221.44 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.19%
Consumer Cyclical10.45%
Technology9.85%
Industrials8.51%
Consumer Defensive6.87%
Communication Services6.02%
Energy5.64%
Basic Materials3.97%
Utility3.62%
Health Care3.33%
Real Estate3.28%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹632 Cr5,490,329
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹600 Cr3,950,062
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
6%₹461 Cr3,244,468
↑ 165,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
6%₹441 Cr1,227,375
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹409 Cr3,092,038
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
6%₹408 Cr1,391,151
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹318 Cr3,854,511
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹309 Cr2,648,645
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹262 Cr7,201,089
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
3%₹241 Cr1,603,930

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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