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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: 28
  • 💰 Total AUM: 1,25,952 Cr

Best performing Focused Mutual Funds

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

Overview of Focused Mutual Funds

  • AUM
    ₹ 732.85 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    23.77%
Performance
The fund's annualised performance has been 19.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.43% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 83.34% along with the largest allocation towards Oil & Gas - Refining & Marketing at 16.79%.
  • AUM
    ₹ 6,636.20 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    22.72%
Performance
The fund's annualised performance has been 17.58% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.68% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 61.78% along with the largest allocation towards Private Banks at 18.38%.
  • AUM
    ₹ 6,822.68 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    21.13%
Performance
The fund's annualised performance has been 16.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.34% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 72.18% along with the largest allocation towards Pharmaceuticals at 16.53%.
  • AUM
    ₹ 9,317.26 Cr.
  • Expense Ratio
    0.51%
  • 5Y CAGR
    20.17%
Performance
The fund's annualised performance has been 15.79% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.25% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 72.11% along with the largest allocation towards Private Banks at 28.64%.
  • AUM
    ₹ 10,946.30 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    19.05%
Performance
The fund's annualised performance has been 19.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.6% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 73.8% along with the largest allocation towards Private Banks at 23.64%.
  • AUM
    ₹ 1,016.73 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    18.96%
Performance
The fund's annualised performance has been 15.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.82% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 75.79% along with the largest allocation towards IT Services & Consulting at 14.68%.
  • AUM
    ₹ 543.64 Cr.
  • Expense Ratio
    0.52%
  • 5Y CAGR
    17.85%
Performance
The fund's annualised performance has been 12.98% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.27% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 72.53% along with the largest allocation towards Private Banks at 16.02%.
  • AUM
    ₹ 7,779.71 Cr.
  • Expense Ratio
    1.21%
  • 5Y CAGR
    17.51%
Performance
The fund's annualised performance has been 18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.83% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 51.76% along with the largest allocation towards Private Banks at 23.39%.
  • AUM
    ₹ 31,383.56 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    17.19%
Performance
The fund's annualised performance has been 15.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.39% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 36.78% along with the largest allocation towards Private Banks at 13.65%.
  • AUM
    ₹ 6,886.33 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    16.46%
Performance
The fund's annualised performance has been 15.64% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.65% vs its category average of 10.53%.
Composition
Large Cap makes up for the majority of the fund at 82.32% along with the largest allocation towards Private Banks at 20.63%.
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.