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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | 48.44 | 0.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 41.36 | 0.27 |
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-Reinv) | 4.00% | 8.40% | 8.14% |
SBI Focused Equity Fund(IDCW-Payout) | 14.29% | 11.72% | 12.96% |
HDFC Focused 30 Fund(IDCW) | 6.64% | 10.65% | 3.98% |
Axis Focused Fund(IDCW) | -2.49% | -6.56% | 8.50% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
6.74 %
Holdings
5.85 %
Holdings
5.17 %
Manish Gunwani
AUM: ₹30,792.47 Cr.
|
Exp: 17yrs
Kirthi Jain
AUM: ₹10,953.55 Cr.
|
Exp: 9yrs
Rahul Agarwal
AUM: ₹9,291.71 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%