+91-22-489139098 ఉత్తమ పనితీరు కనబరిచిన ఫోకస్డ్ ఫండ్‌లు 2022
స్టాక్‌లను ఎంచుకోవడంలో వాటి క్రమబద్ధమైన విధానం కారణంగా ఫోకస్డ్ ఫండ్‌లు ప్రజాదరణ పొందుతున్నాయి. ద్వారా అధిక రాబడిని ఈ ఫండ్స్ లక్ష్యంగా పెట్టుకున్నాయిపెట్టుబడి పెడుతున్నారు పరిమిత స్టాక్‌లలో. కానీ, మేము ఉత్తమ పనితీరు కనబరుస్తున్న ఫోకస్డ్ ఫండ్స్ జాబితాకు వెళ్లే ముందు, ఈ మ్యూచువల్ ఫండ్ పథకం యొక్క లక్ష్యం మరియు ఉద్దేశ్యాన్ని ముందుగా అర్థం చేసుకుందాం.
ఫోకస్డ్ ఫండ్స్ అంటే ఏమిటి?
ఫోకస్డ్ ఫండ్స్ ఒక రకంఈక్విటీ ఫండ్ పరిమిత సంఖ్యలో స్టాక్స్‌లో పెట్టుబడి పెడుతుంది. ఈ ఫండ్స్ పెద్ద క్యాప్, మిడ్, స్మాల్ లేదా మల్టీ క్యాప్ స్టాక్‌లపై దృష్టి పెడతాయి. సెక్యూరిటీ అండ్ ఎక్స్ఛేంజ్ ఆఫ్ ఇండియా ప్రకారం (SEBI), ఫోకస్డ్ ఫండ్ కనీసం 30 స్టాక్‌లలో పెట్టుబడి పెట్టవచ్చు. ఫోకస్డ్ ఫండ్ పథకం దాని మొత్తం ఆస్తులలో కనీసం 60 శాతం ఈక్విటీలలో పెట్టుబడి పెట్టగలదు.
వృద్ధి సామర్థ్యాన్ని కలిగి ఉన్న పరిమిత సంఖ్యలో నాణ్యమైన కంపెనీలలో పెట్టుబడి పెట్టడం ద్వారా, ఫోకస్డ్ ఫండ్స్ అధిక రాబడిని అందించడమే లక్ష్యంగా పెట్టుకుంటాయి. ఈ నిధులు పరిమాణం కంటే నాణ్యతను నొక్కి చెబుతాయి. పెద్ద సంఖ్యలో హోల్డింగ్‌లలో వైవిధ్యభరితంగా కాకుండా, ఫోకస్డ్ ఫండ్స్ యొక్క ఫండ్ మేనేజర్ అత్యంత విశ్వాసం ఉన్న స్టాక్‌లను కలిగి ఉండటాన్ని ఇష్టపడతారు. ఈ ఫండ్స్ కొనుగోలు చేసే సెక్యూరిటీలు సాధారణంగా క్షుణ్ణంగా పరిశోధించబడతాయి.
ఈ ఫండ్‌ల యొక్క ప్రతికూలతలలో ఒకటి ఏమిటంటే అవి వైవిధ్యభరితంగా లేకపోవడం, తద్వారా ఇతర వాటితో పోల్చితే చాలా ప్రమాదానికి గురవుతాయి.మ్యూచువల్ ఫండ్స్.
ఫోకస్డ్ మ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం వల్ల కలిగే ప్రయోజనాలు
పరిమిత స్టాక్‌లలో ఫోకస్డ్ ఫండ్స్ ఇన్వెస్ట్ చేయడం వల్ల, అవి చాలా పద్దతిగా ఉంటాయి. ఈ ఫండ్‌లు పెట్టుబడిదారులకు అనుకూలంగా పని చేయగల ఉత్తమమైన పెట్టుబడులను ఎంచుకోవడానికి ప్రయత్నిస్తాయి. ఫోకస్డ్ ఫండ్ యొక్క మొత్తం ఉద్దేశ్యం సరైన స్టాక్‌తో బుల్స్ ఐని కొట్టడం మరియు అధిక రాబడిని సంపాదించడం. ఫోకస్డ్ ఫండ్స్ యొక్క ఫండ్ మేనేజర్‌లు విజేతలను ఎంచుకోవడంలో మరియు విస్తృత స్టాక్ యొక్క రాబడిని కొట్టడంలో నిపుణుడుసంత.
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టాప్ 8 ఉత్తమ ఫోకస్డ్ మ్యూచువల్ ఫండ్‌లు FY 22 - 23
(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. Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile Franklin India High Growth Companies Fund) An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors). Research Highlights for Franklin India Focused Equity Fund Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for IIFL Focused Equity Fund Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹97.43
↑ 1.08 ₹13,471 5.6 8.4 13.8 22.4 24 26.5 HDFC Focused 30 Fund Growth ₹240.382
↑ 1.73 ₹25,140 2.6 5.4 9.5 20.6 26.6 24 DSP Focus Fund Growth ₹56.494
↑ 0.69 ₹2,638 3.6 3.1 5 18.1 16.5 18.5 SBI Focused Equity Fund Growth ₹376.178
↑ 0.93 ₹40,824 7 9.9 14.8 17.1 18 17.2 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Aditya Birla Sun Life Focused Equity Fund Growth ₹149.438
↑ 1.81 ₹8,062 4.7 5.6 7 15.9 17.3 18.7 Franklin India Focused Equity Fund Growth ₹111.964
↑ 1.38 ₹12,669 3.4 6.4 5.6 15.7 21.1 19.9 IIFL Focused Equity Fund Growth ₹47.7698
↑ 0.59 ₹7,448 1.5 2 1.6 14.9 17.8 14.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 8 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund DSP Focus Fund SBI Focused Equity Fund Sundaram Select Focus Fund Aditya Birla Sun Life Focused Equity Fund Franklin India Focused Equity Fund IIFL Focused Equity Fund Point 1 Upper mid AUM (₹13,471 Cr). Top quartile AUM (₹25,140 Cr). Bottom quartile AUM (₹2,638 Cr). Highest AUM (₹40,824 Cr). Bottom quartile AUM (₹1,354 Cr). Lower mid AUM (₹8,062 Cr). Upper mid AUM (₹12,669 Cr). Lower mid AUM (₹7,448 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (21+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (11+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Not Rated. Point 4 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. Risk profile: Moderately High. Point 5 5Y return: 23.95% (top quartile). 5Y return: 26.58% (top quartile). 5Y return: 16.50% (bottom quartile). 5Y return: 18.05% (upper mid). 5Y return: 17.29% (bottom quartile). 5Y return: 17.30% (lower mid). 5Y return: 21.14% (upper mid). 5Y return: 17.81% (lower mid). Point 6 3Y return: 22.42% (top quartile). 3Y return: 20.63% (top quartile). 3Y return: 18.13% (upper mid). 3Y return: 17.14% (upper mid). 3Y return: 17.03% (lower mid). 3Y return: 15.87% (lower mid). 3Y return: 15.70% (bottom quartile). 3Y return: 14.87% (bottom quartile). Point 7 1Y return: 13.78% (upper mid). 1Y return: 9.49% (upper mid). 1Y return: 4.95% (bottom quartile). 1Y return: 14.79% (top quartile). 1Y return: 24.49% (top quartile). 1Y return: 7.03% (lower mid). 1Y return: 5.62% (lower mid). 1Y return: 1.59% (bottom quartile). Point 8 Alpha: 3.93 (top quartile). Alpha: 3.49 (upper mid). Alpha: -2.15 (lower mid). Alpha: 5.61 (top quartile). Alpha: -5.62 (bottom quartile). Alpha: 0.24 (upper mid). Alpha: -0.70 (lower mid). Alpha: -3.64 (bottom quartile). Point 9 Sharpe: 0.29 (upper mid). Sharpe: 0.38 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: 0.47 (top quartile). Sharpe: 1.85 (top quartile). Sharpe: 0.04 (lower mid). Sharpe: -0.04 (lower mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 1.47 (top quartile). Information ratio: 1.14 (top quartile). Information ratio: 0.09 (upper mid). Information ratio: 0.01 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.11 (lower mid). Information ratio: -0.17 (bottom quartile). Information ratio: -0.10 (lower mid). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
DSP Focus Fund
SBI Focused Equity Fund
Sundaram Select Focus Fund
Aditya Birla Sun Life Focused Equity Fund
Franklin India Focused Equity Fund
IIFL Focused Equity Fund
1. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (26 Nov 25) ₹97.43 ↑ 1.08 (1.12 %) Net Assets (Cr) ₹13,471 on 31 Oct 25 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.29 Information Ratio 1.47 Alpha Ratio 3.93 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,550 31 Oct 22 ₹17,240 31 Oct 23 ₹19,386 31 Oct 24 ₹28,574 31 Oct 25 ₹31,330 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.9% 3 Month 5.6% 6 Month 8.4% 1 Year 13.8% 3 Year 22.4% 5 Year 24% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.5% 2023 28.3% 2022 6% 2021 36.1% 2020 24.6% 2019 0.4% 2018 -2.7% 2017 23.4% 2016 10.6% 2015 -5.2% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 3.24 Yr. Sharmila D’mello 31 Jul 22 3.26 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 25.53% Consumer Cyclical 12.84% Basic Materials 9.65% Technology 8.4% Health Care 7.84% Communication Services 7.62% Consumer Defensive 6.04% Real Estate 5.69% Industrials 4.94% Energy 3.61% Utility 3.2% Asset Allocation
Asset Class Value Cash 4.37% Equity 95.53% Debt 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY8% ₹1,132 Cr 7,635,677
↑ 300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK7% ₹922 Cr 6,856,653
↑ 1,360,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK5% ₹714 Cr 7,235,186
↑ 990,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA5% ₹669 Cr 3,958,256
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322155% ₹667 Cr 5,410,829
↓ -680,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M4% ₹594 Cr 1,704,136 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 23 | NAUKRI4% ₹589 Cr 4,270,356
↑ 87,149 Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 21 | 5031004% ₹497 Cr 2,953,759
↑ 52,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 25 | RELIANCE4% ₹486 Cr 3,271,423 Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 24 | PIDILITIND3% ₹455 Cr 3,150,732 2. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (26 Nov 25) ₹240.382 ↑ 1.73 (0.72 %) Net Assets (Cr) ₹25,140 on 31 Oct 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.38 Information Ratio 1.14 Alpha Ratio 3.49 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹17,355 31 Oct 22 ₹20,022 31 Oct 23 ₹22,974 31 Oct 24 ₹32,867 31 Oct 25 ₹36,077 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0% 3 Month 2.6% 6 Month 5.4% 1 Year 9.5% 3 Year 20.6% 5 Year 26.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% 2015 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.8 Yr. Dhruv Muchhal 22 Jun 23 2.36 Yr. Data below for HDFC Focused 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 39.92% Consumer Cyclical 21.45% Health Care 7.07% Industrials 4.92% Technology 4.45% Utility 2.75% Communication Services 2.45% Basic Materials 2.33% Real Estate 1.94% Asset Allocation
Asset Class Value Cash 12.52% Equity 87.27% Debt 0.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹2,287 Cr 17,000,000
↑ 1,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹2,172 Cr 22,000,000
↑ 1,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322157% ₹1,849 Cr 15,000,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN5% ₹1,284 Cr 13,700,000
↑ 200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹1,119 Cr 7,258,892
↑ 58,892 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK4% ₹1,072 Cr 5,100,000
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹1,012 Cr 625,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹919 Cr 4,700,000
↑ 200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5000874% ₹901 Cr 6,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 25 | 5328983% ₹692 Cr 24,000,000
↑ 5,000,000 3. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (26 Nov 25) ₹56.494 ↑ 0.69 (1.24 %) Net Assets (Cr) ₹2,638 on 31 Oct 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio -0.15 Information Ratio 0.09 Alpha Ratio -2.15 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹14,475 31 Oct 22 ₹14,481 31 Oct 23 ₹15,894 31 Oct 24 ₹22,419 31 Oct 25 ₹23,201 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.2% 3 Month 3.6% 6 Month 3.1% 1 Year 5% 3 Year 18.1% 5 Year 16.5% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 34.2% 2022 -4.5% 2021 22.3% 2020 9% 2019 18% 2018 -5.6% 2017 29.2% 2016 6.1% 2015 2% Fund Manager information for DSP Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 5.42 Yr. Bhavin Gandhi 1 Feb 24 1.75 Yr. Data below for DSP Focus Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 40.34% Technology 11.39% Health Care 7.7% Industrials 6.39% Consumer Cyclical 5.95% Basic Materials 5.16% Communication Services 4.01% Energy 3.9% Real Estate 3.57% Consumer Defensive 2.07% Utility 1.92% Asset Allocation
Asset Class Value Cash 7.61% Equity 92.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000347% ₹179 Cr 1,720,803
↓ -498,337 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹154 Cr 1,148,242 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹134 Cr 1,355,374 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322155% ₹127 Cr 1,030,961
↑ 54,603 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN5% ₹119 Cr 1,272,131
↑ 290,560 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE4% ₹113 Cr 637,993
↓ -87,666 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹110 Cr 647,299 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹106 Cr 515,190
↑ 77,574 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 5005474% ₹103 Cr 2,883,018 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹94 Cr 742,934 4. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (25 Nov 25) ₹376.178 ↑ 0.93 (0.25 %) Net Assets (Cr) ₹40,824 on 31 Oct 25 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.47 Information Ratio 0.01 Alpha Ratio 5.61 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,718 31 Oct 22 ₹15,961 31 Oct 23 ₹17,569 31 Oct 24 ₹22,462 31 Oct 25 ₹25,085 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 2.2% 3 Month 7% 6 Month 9.9% 1 Year 14.8% 3 Year 17.1% 5 Year 18% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 22.2% 2022 -8.5% 2021 43% 2020 14.5% 2019 16.1% 2018 -3.8% 2017 44.7% 2016 2.2% 2015 4.3% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.51 Yr. Data below for SBI Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 31.82% Consumer Cyclical 17.84% Communication Services 12.93% Utility 10.18% Basic Materials 9.56% Consumer Defensive 5.44% Technology 3.91% Health Care 3.17% Industrials 1.81% Asset Allocation
Asset Class Value Cash 2.73% Equity 96.66% Debt 0.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL8% ₹3,243 Cr 1,300,000
↓ -100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK7% ₹2,764 Cr 28,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333985% ₹2,225 Cr 7,000,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN5% ₹2,155 Cr 23,000,000 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329785% ₹2,088 Cr 10,000,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 8901575% ₹2,037 Cr 13,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK5% ₹1,892 Cr 9,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5000345% ₹1,867 Cr 17,900,000
↑ 17,900,000 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | 5330964% ₹1,736 Cr 110,000,000
↑ 110,000,000 EPAM Systems Inc (Technology)
Equity, Since 31 Jan 25 | EPAM4% ₹1,596 Cr 1,100,000 5. 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,004 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (26 Nov 25) ₹149.438 ↑ 1.81 (1.23 %) Net Assets (Cr) ₹8,062 on 31 Oct 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.04 Information Ratio -0.11 Alpha Ratio 0.24 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,376 31 Oct 22 ₹15,336 31 Oct 23 ₹16,529 31 Oct 24 ₹22,684 31 Oct 25 ₹24,042 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.4% 3 Month 4.7% 6 Month 5.6% 1 Year 7% 3 Year 15.9% 5 Year 17.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 23% 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.49 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 29.8% Consumer Cyclical 16.24% Technology 13.41% Industrials 8.78% Energy 6.1% Basic Materials 5.22% Consumer Defensive 4.44% Communication Services 4.4% Utility 3.01% Real Estate 2.85% Health Care 2.43% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹513 Cr 3,814,545 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY6% ₹505 Cr 3,404,117
↓ -90,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹492 Cr 3,306,850 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹379 Cr 3,835,536 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹355 Cr 1,726,348 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹350 Cr 867,856 Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE4% ₹310 Cr 1,742,289 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹292 Cr 2,367,644 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹289 Cr 3,853,230
↑ 162,966 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5433204% ₹288 Cr 9,055,678 7. Franklin India Focused Equity Fund
Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (26 Nov 25) ₹111.964 ↑ 1.38 (1.25 %) Net Assets (Cr) ₹12,669 on 31 Oct 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.76 Sharpe Ratio -0.04 Information Ratio -0.17 Alpha Ratio -0.7 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹17,815 31 Oct 22 ₹19,065 31 Oct 23 ₹20,813 31 Oct 24 ₹28,130 31 Oct 25 ₹29,578 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.3% 3 Month 3.4% 6 Month 6.4% 1 Year 5.6% 3 Year 15.7% 5 Year 21.1% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.9% 2023 23.5% 2022 8.9% 2021 39.4% 2020 10.9% 2019 10.9% 2018 -8.8% 2017 37.4% 2016 5% 2015 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.04 Yr. Venkatesh Sanjeevi 4 Oct 24 1.08 Yr. Sandeep Manam 18 Oct 21 4.04 Yr. Data below for Franklin India Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 33.67% Consumer Cyclical 12.77% Industrials 10.54% Health Care 8.42% Communication Services 6.32% Technology 6.28% Energy 5.63% Basic Materials 4.66% Consumer Defensive 4.04% Real Estate 3.44% Asset Allocation
Asset Class Value Cash 4.23% Equity 95.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹1,205 Cr 12,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹1,117 Cr 8,300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322156% ₹801 Cr 6,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL6% ₹801 Cr 3,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS6% ₹795 Cr 2,600,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433206% ₹747 Cr 23,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE6% ₹713 Cr 4,800,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA4% ₹541 Cr 3,200,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹525 Cr 3,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI4% ₹499 Cr 308,000 8. IIFL Focused Equity Fund
IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (26 Nov 25) ₹47.7698 ↑ 0.59 (1.25 %) Net Assets (Cr) ₹7,448 on 31 Oct 25 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.31 Information Ratio -0.1 Alpha Ratio -3.64 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,235 31 Oct 22 ₹16,352 31 Oct 23 ₹18,429 31 Oct 24 ₹24,922 31 Oct 25 ₹25,392 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -1.4% 3 Month 1.5% 6 Month 2% 1 Year 1.6% 3 Year 14.9% 5 Year 17.8% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.7% 2023 29.8% 2022 -0.9% 2021 36.4% 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 5.98 Yr. Ashish Ongari 21 Feb 25 0.69 Yr. Data below for IIFL Focused Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 34.17% Industrials 19.67% Consumer Cyclical 12.95% Communication Services 10.7% Technology 6.85% Basic Materials 4.67% Health Care 3.31% Energy 2.12% Asset Allocation
Asset Class Value Cash 4.52% Equity 95.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹692 Cr 7,011,926 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹548 Cr 4,075,448 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL7% ₹485 Cr 2,361,316 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000346% ₹418 Cr 4,012,655 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹390 Cr 966,417
↑ 37,955 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹344 Cr 2,029,899 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348164% ₹296 Cr 8,139,663 Motherson Sumi Wiring India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5434984% ₹266 Cr 56,311,427 Premier Energies Ltd (Technology)
Equity, Since 30 Nov 24 | PREMIERENE3% ₹258 Cr 2,357,519 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 5004803% ₹256 Cr 588,923
ఆన్‌లైన్‌లో ఫోకస్డ్ మ్యూచువల్ ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?
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తరచుగా అడిగే ప్రశ్నలు
1. ఫోకస్డ్ ఫండ్స్‌లో ఎవరు పెట్టుబడి పెడతారు మరియు ఎందుకు?
జ: ఫోకస్డ్ ఫండ్‌లు అనుభవజ్ఞులైన పెట్టుబడిదారులకు అనువైనవిహ్యాండిల్ మార్కెట్ అస్థిరత. దీనికి ప్రధాన కారణం ఏమిటంటే, ఫోకస్డ్ ఫండ్స్ అధిక-రిస్క్ ఇన్వెస్ట్‌మెంట్‌లు మరియు తరచుగా ఆశించిన రాబడిని ఇవ్వవు. కాబట్టి, ఫండ్స్ మరియు ఇన్వెస్ట్‌మెంట్ కాలవ్యవధిని కూడా అంచనా వేయడం చాలా కీలకం. అనుభవజ్ఞులైన పెట్టుబడిదారులు మాత్రమే ఈ ఊహాగానాలు విజయవంతంగా చేయగలరు.
2. ఫోకస్డ్ ఫండ్స్ యొక్క అత్యంత ముఖ్యమైన ప్రయోజనం ఏమిటి?
జ: మీరు ఫోకస్డ్ ఫండ్స్‌లో ఇన్వెస్ట్ చేస్తే, మీరు మీ ఇన్వెస్ట్‌మెంట్ పోర్ట్‌ఫోలియోను విజయవంతంగా వైవిధ్యపరచవచ్చు. మీరు ఫోకస్డ్ ఫండ్స్‌తో రాబడుల గురించి హామీ ఇవ్వలేనప్పటికీ, ఇవి అధిక రాబడిని ఇస్తాయని అంటారు. అందువల్ల, మీరు అధిక రాబడిని ఇచ్చే ఆస్తులతో పెట్టుబడి పోర్ట్‌ఫోలియోను నిర్మించాలనుకుంటే, మీరు తప్పనిసరిగా ఫోకస్డ్ ఫండ్స్‌లో పెట్టుబడి పెట్టాలి.
3. ఫోకస్డ్ ఫండ్స్ యొక్క పన్ను చిక్కులు ఏమిటి?
జ: ఫోకస్డ్ ఫండ్స్ యొక్క పన్ను చిక్కులు ఫోకస్డ్ ఫండ్స్ రకాన్ని బట్టి ఉంటాయి. పన్ను చిక్కులు క్రింది విధంగా ఉన్నాయి:
- ఈక్విటీ ఆధారిత ఫోకస్డ్ ఫండ్స్ విషయంలో, మీరు దీర్ఘకాలికంగా 10% పన్ను విధించబడతారురాజధాని మొత్తం రూ.1 లక్ష దాటితే లాభం. అయితే, మీరు ఈ నిధులపై ఆదా చేయాలనుకుంటే'పన్నులు, లాక్-ఇన్ వ్యవధిని ముప్పై-ఆరు నెలలకు పెంచండి.
- రుణ ఆధారిత ఫోకస్డ్ ఫండ్స్‌లో, దీర్ఘకాలికంగామూలధన లాభాలు సూచిక తర్వాత 20% పన్ను విధించబడుతుంది. ఇండెక్సేషన్ లో కారకం చేయబడుతుందిద్రవ్యోల్బణం రేటు.
4. ఫోకస్డ్ ఫండ్స్‌లో ఎవరు ఇన్వెస్ట్ చేయాలి?
జ: 3 నుండి 5 సంవత్సరాల వరకు పెట్టుబడిని ఉంచడానికి సిద్ధంగా ఉన్న వ్యక్తి. అందువల్ల, దీర్ఘకాలిక పెట్టుబడి కోసం చూస్తున్న పెట్టుబడిదారులు ఫోకస్డ్ ఫండ్లలో పెట్టుబడి పెట్టడాన్ని పరిగణించాలి.
5. నేను ఫోకస్డ్ ఫండ్‌లను ఎలా పోల్చాలి?
జ: మీరు రెండు ఫోకస్డ్ ఫండ్‌లను పోల్చినప్పుడు, మీరు పరిగణించాలికాదు ఫండ్స్ మరియు ఫండ్స్ యొక్క 3 సంవత్సరాల మరియు 5 సంవత్సరాల వృద్ధి రేట్లు. సాధారణంగా, ఎక్కువ వృద్ధి రేటును చూపించిన ఫండ్స్‌లో పెట్టుబడి పెట్టడం మంచి పెట్టుబడిగా పరిగణించబడుతుంది.
6. ఉత్తమంగా దృష్టి సారించిన కొన్ని ఫండ్‌లు ఏవి?
జ: ప్రస్తుతం మీరు ఇన్వెస్ట్ చేయడం గురించి ఆలోచించగలిగే కొన్ని ఉత్తమ-కేంద్రీకృత ఫండ్‌లుIIFL ఫోకస్డ్ ఈక్విటీ ఫండ్ (5 సంవత్సరాల వృద్ధి రేటు 18.8%), ప్రిన్సిపల్ ఫోకస్డ్ మల్టీక్యాప్ ఫండ్ (5 సంవత్సరాల వృద్ధి రేటు 15.7%), యాక్సిస్ ఫోకస్డ్ 25 ఫండ్ (5 సంవత్సరాల వృద్ధి రేటు 17.9%) మరియు నిప్పాన్ ఇండియా ఫోకస్డ్ ఈక్విటీ ఫండ్ (5 సంవత్సరాల వృద్ధి రేటు 16.5% )
7. మ్యూచువల్ ఫండ్స్ నుండి ఫోకస్డ్ ఫండ్ ఎలా భిన్నంగా ఉంటుంది?
జ: ఫోకస్డ్ ఫండ్‌లకు మ్యూచువల్ ఫండ్‌ల పరిమితులు లేవు, ఇక్కడ నిర్దిష్ట రంగాలలో నిర్దిష్ట శాతం పెట్టుబడులు చేయాలి. ఇక్కడ పెట్టుబడి నిర్దిష్ట కంపెనీల స్టాక్‌లపై కేంద్రీకృతమై ఉంది, తద్వారా మెరుగైన పనితీరుకు అవకాశాలు పెరుగుతాయి. మంచి పనితీరు కనబరచని స్టాక్‌లలో పెట్టుబడులు పెట్టడం ద్వారా రాబడిని పరిమితం చేయవచ్చు మరియు ఇవి పనితీరును మెరుగుపరిచే వరకు పట్టుకోండి. పెట్టుబడి ఎంపిక ఫండ్‌పై ఆధారపడి ఉంటుంది.
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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