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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: 1,27,405 Cr

Best performing Focused Mutual Funds

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

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Overview of Focused Mutual Funds

Quant Focused Fund
  • AUM
    ₹ 732.85 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    24.7%
Performance
The fund's annualised performance has been 19.48% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.44% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 86.88% along with the largest allocation towards Power Generation at 17%.
360 ONE Focused Equity Fund
  • AUM
    ₹ 6,636.20 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    23.56%
Performance
The fund's annualised performance has been 18.02% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.72% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 68.14% along with the largest allocation towards Private Banks at 18.39%.
HDFC Focused 30 Fund
  • AUM
    ₹ 10,432.98 Cr.
  • Expense Ratio
    0.5%
  • 5Y CAGR
    21.38%
Performance
The fund's annualised performance has been 15.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.29% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 66.22% along with the largest allocation towards Private Banks at 28.6%.
ICICI Pru Focused Equity Fund
  • AUM
    ₹ 7,231.99 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    21.37%
Performance
The fund's annualised performance has been 16.41% 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 10.57%.
Composition
Large Cap makes up for the majority of the fund at 73.52% along with the largest allocation towards Pharmaceuticals at 16.22%.
Franklin India Focused Equity Fund
  • AUM
    ₹ 10,946.30 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    19.39%
Performance
The fund's annualised performance has been 19.32% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.72% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 77.04% along with the largest allocation towards Private Banks at 23.94%.
Sundaram Focused Fund
  • AUM
    ₹ 1,016.73 Cr.
  • Expense Ratio
    1.11%
  • 5Y CAGR
    19.24%
Performance
The fund's annualised performance has been 15.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.9% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 76.53% along with the largest allocation towards Private Banks at 13.65%.
Baroda BNP Paribas Focused Fund
  • AUM
    ₹ 564.27 Cr.
  • Expense Ratio
    0.52%
  • 5Y CAGR
    18.77%
Performance
The fund's annualised performance has been 13.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.37% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 72.9% along with the largest allocation towards Private Banks at 12.04%.
Nippon India Focused Equity Fund
  • AUM
    ₹ 7,655.12 Cr.
  • Expense Ratio
    1.16%
  • 5Y CAGR
    18.19%
Performance
The fund's annualised performance has been 18.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.86% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 50.53% along with the largest allocation towards Private Banks at 23.67%.
SBI Focused Equity Fund
  • AUM
    ₹ 30,736.02 Cr.
  • Expense Ratio
    0.76%
  • 5Y CAGR
    17.3%
Performance
The fund's annualised performance has been 16.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.53% vs its category average of 10.57%.
Composition
Mid Cap makes up for the majority of the fund at 34.86% along with the largest allocation towards Private Banks at 12.76%.
Aditya Birla SL Focused Fund
  • AUM
    ₹ 7,056.04 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    17.03%
Performance
The fund's annualised performance has been 15.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.75% vs its category average of 10.57%.
Composition
Large Cap makes up for the majority of the fund at 84.38% along with the largest allocation towards Private Banks at 21.7%.
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.