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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.82 | 58.79 | 2.07 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 48.57 | 1.56 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Focused Equity Fund(IDCW) | 31.61% | 13.36% | 9.62% |
SBI Focused Equity Fund(IDCW-Payout) | 23.00% | 10.51% | 13.65% |
HDFC Focused 30 Fund(IDCW) | 22.01% | 15.96% | 5.24% |
Axis Focused Fund(IDCW) | 13.57% | -2.75% | 10.46% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
9.14 %
Holdings
7.82 %
Holdings
5.39 %
Manish Gunwani
AUM: ₹30,892.68 Cr.
|
Exp: 17yrs
Kirthi Jain
AUM: ₹10,993.97 Cr.
|
Exp: 9yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%