Focused Mutual Funds

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.

⏱ Horizon: Long
🔢 Total funds: 28
💰 Total AUM: 1,63,435 Cr

Best performing Focused Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
HDFC Focused Fund	27,136.20	0.63	7.74%	20.02%	22.39%
ICICI Pru Focused Equity Fund	14,570.82	0.59	11.67%	21.79%	19.64%
Mahindra Manulife Focused Fund	2,026.71	0.52	8.51%	19.51%	18.88%
Invesco India Focused Fund	4,444.89	0.49	2.93%	22.98%	17.79%
Kotak Focused Fund	3,700.47	0.54	16.86%	17.89%	15.66%
SBI Focused Fund	39,738.73	0.77	15.80%	18.70%	15.52%
HSBC Focused Fund	1,693.16	0.98	13.67%	17.08%	15.23%
360 ONE Focused Fund	6,837.07	0.80	5.67%	14.43%	15.11%
Franklin India Focused Equity Fund	12,129.35	1.02	3.79%	14.09%	14.95%
Bandhan Focused Fund	1,809.95	0.80	9.94%	18.71%	14.85%

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Overview of Focused Mutual Funds

HDFC Focused Fund

AUM
₹ 27,136.20 Cr.
Expense Ratio
0.63%
5Y CAGR
22.39%

Performance

The fund's annualised performance has been 15.03% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.45% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 74.11% along with the largest allocation towards Private Banks at 32.95%.

ICICI Pru Focused Equity Fund

AUM
₹ 14,570.82 Cr.
Expense Ratio
0.59%
5Y CAGR
19.64%

Performance

The fund's annualised performance has been 15.52% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.17% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 73.27% along with the largest allocation towards Private Banks at 18.41%.

Mahindra Manulife Focused Fund

AUM
₹ 2,026.71 Cr.
Expense Ratio
0.52%
5Y CAGR
18.88%

Performance

The fund's annualised performance has been 21.61% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.9% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 83.95% along with the largest allocation towards Private Banks at 19.54%.

Invesco India Focused Fund

AUM
₹ 4,444.89 Cr.
Expense Ratio
0.49%
5Y CAGR
17.79%

Performance

The fund's annualised performance has been 20.22% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.78% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 54.68% along with the largest allocation towards Private Banks at 16.8%.

Kotak Focused Fund

AUM
₹ 3,700.47 Cr.
Expense Ratio
0.54%
5Y CAGR
15.66%

Performance

The fund's annualised performance has been 16.75% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.43% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 75.71% along with the largest allocation towards Private Banks at 15.33%.

SBI Focused Fund

AUM
₹ 39,738.73 Cr.
Expense Ratio
0.77%
5Y CAGR
15.52%

Performance

The fund's annualised performance has been 15.44% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.32% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 57.79% along with the largest allocation towards Specialized Finance at 10.41%.

HSBC Focused Fund

AUM
₹ 1,693.16 Cr.
Expense Ratio
0.98%
5Y CAGR
15.23%

Performance

The fund's annualised performance has been 18.73% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.43% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 52.4% along with the largest allocation towards Private Banks at 15.69%.

360 ONE Focused Fund

AUM
₹ 6,837.07 Cr.
Expense Ratio
0.8%
5Y CAGR
15.11%

Performance

The fund's annualised performance has been 15.34% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.99% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 72.81% along with the largest allocation towards Private Banks at 19.41%.

Franklin India Focused Equity Fund

AUM
₹ 12,129.35 Cr.
Expense Ratio
1.02%
5Y CAGR
14.95%

Performance

The fund's annualised performance has been 16.61% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.01% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 77.56% along with the largest allocation towards Private Banks at 25.22%.

Bandhan Focused Fund

AUM
₹ 1,809.95 Cr.
Expense Ratio
0.8%
5Y CAGR
14.85%

Performance

The fund's annualised performance has been 12.87% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.52% vs its category average of 14.54%.

Composition

Large Cap makes up for the majority of the fund at 46.48% along with the largest allocation towards Pharmaceuticals at 15.7%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.