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Focused Mutual Funds

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: 27
  • 💰 Total AUM: 1,11,314 Cr

Best performing Focused Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

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Overview of Focused Mutual Funds

360 ONE Focused Equity Fund
  • AUM
    ₹ 4,886.84 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    23.68%
Performance
The fund's annualised performance has been 17.28% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.71% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 60.13% along with the largest allocation towards Private Banks at 21.89%.
Quant Focused Fund
  • AUM
    ₹ 417.18 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    19.81%
Performance
The fund's annualised performance has been 17.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.71% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 63.46% along with the largest allocation towards Miscellaneous at 26.76%.
ICICI Pru Focused Equity Fund
  • AUM
    ₹ 5,588.85 Cr.
  • Expense Ratio
    0.67%
  • 5Y CAGR
    19.32%
Performance
The fund's annualised performance has been 15.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.91% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 74.51% along with the largest allocation towards Private Banks at 12.21%.
HDFC Focused 30 Fund
  • AUM
    ₹ 6,941.66 Cr.
  • Expense Ratio
    0.52%
  • 5Y CAGR
    19.27%
Performance
The fund's annualised performance has been 15.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.44% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 76.38% along with the largest allocation towards Private Banks at 24.42%.
Franklin India Focused Equity Fund
  • AUM
    ₹ 9,236.66 Cr.
  • Expense Ratio
    1.02%
  • 5Y CAGR
    18.79%
Performance
The fund's annualised performance has been 18.6% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.4% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 70.98% along with the largest allocation towards Private Banks at 25.89%.
Nippon India Focused Equity Fund
  • AUM
    ₹ 6,902.73 Cr.
  • Expense Ratio
    1.17%
  • 5Y CAGR
    18.6%
Performance
The fund's annualised performance has been 18.31% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.15% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 53.94% along with the largest allocation towards Private Banks at 21.55%.
SBI Focused Equity Fund
  • AUM
    ₹ 29,316.52 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    17.37%
Performance
The fund's annualised performance has been 15.68% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.18% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 46.82% along with the largest allocation towards Private Banks at 17.34%.
Sundaram Focused Fund
  • AUM
    ₹ 893.50 Cr.
  • Expense Ratio
    1.29%
  • 5Y CAGR
    17.1%
Performance
The fund's annualised performance has been 14.94% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.88% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 70.7% along with the largest allocation towards IT Services & Consulting at 16.52%.
Baroda BNP Paribas Focused Fund
  • AUM
    ₹ 420.30 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    16.72%
Performance
The fund's annualised performance has been 11.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.62% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 57.83% along with the largest allocation towards Private Banks at 18.87%.
Aditya Birla SL Focused Fund
  • AUM
    ₹ 6,046.88 Cr.
  • Expense Ratio
    0.91%
  • 5Y CAGR
    15.45%
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 9.48% vs its category average of 9.69%.
Composition
Large Cap makes up for the majority of the fund at 84.08% along with the largest allocation towards Private Banks at 23.36%.
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.