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Focused Mutual Funds

Find here some best Focused fund to invest

  • Annual Returns 17.5%
  • Average Risk High
  • Total Funds 23

What is Focused Mutual Fund?

Focused mutual funds are focused on investing in a comparatively small type of stocks. Instead of focusing on a diversified mix up of companies according to market capitalisation, this fund is more limited to choose a certain number of stocks in a limited sector. Focused equity funds strategically invest in stocks of 20-30 companies only, unlike some of the other mutual funds which hold stocks of more than 100 companies in the portfolio.

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Top Performing Focused in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 25.51%
SIP 3Y P.a. 27.63%
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Lumpsum 3Y P.a 21.09%
SIP 3Y P.a. 24.68%
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Lumpsum 3Y P.a 21.01%
SIP 3Y P.a. 33.08%
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Lumpsum 3Y P.a 20.99%
SIP 3Y P.a. 26.77%
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Lumpsum 3Y P.a 18.13%
SIP 3Y P.a. 20.91%
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Lumpsum 3Y P.a 17.31%
SIP 3Y P.a. 21.39%
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Lumpsum 3Y P.a 17.15%
SIP 3Y P.a. 22.75%
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Lumpsum 3Y P.a 17.1%
SIP 3Y P.a. 22.11%
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Lumpsum 3Y P.a 17.1%
SIP 3Y P.a. 21.98%
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Lumpsum 3Y P.a 16.3%
SIP 3Y P.a. 23.46%
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Short Term

Long Term

SIP

Rolling Term

1 Week 1.92%
1 Month 1%
3 Months 0.7%
6 Months 12.01%
1 Year 33.99%
Invest
1 Week 2.26%
1 Month 0.88%
3 Months -5.66%
6 Months 7.13%
1 Year 33.26%
Invest
1 Week 3.65%
1 Month 3.13%
3 Months 2.72%
6 Months 18.81%
1 Year 51.75%
Invest
1 Week 1.79%
1 Month -0.29%
3 Months -3.6%
6 Months 11.59%
1 Year 35.29%
Invest
1 Week 2.43%
1 Month 1.86%
3 Months -3.17%
6 Months 8.78%
1 Year 28.16%
Invest
1 Week 2.23%
1 Month 1.74%
3 Months -1.92%
6 Months 12.82%
1 Year 27.93%
Invest
1 Week 3.47%
1 Month 1.9%
3 Months -0.11%
6 Months 15.6%
1 Year 29.25%
Invest
1 Week 2.26%
1 Month 1.83%
3 Months 0.26%
6 Months 15.08%
1 Year 32.29%
Invest
1 Week 2.27%
1 Month -2.08%
3 Months -7.48%
6 Months 0.92%
1 Year 25.61%
Invest
1 Week 1.58%
1 Month 0.05%
3 Months -3.76%
6 Months 11.96%
1 Year 26.78%
Invest
2 Years 26.05%
3 Years 25.51%
5 Years 22.93%
Annual Rt 16.64%
Invest
2 Years 24.76%
3 Years 21.09%
5 Years -
Annual Rt 30.98%
Invest
2 Years 35.61%
3 Years 21.01%
5 Years -
Annual Rt 30.22%
Invest
2 Years 26.21%
3 Years 20.99%
5 Years 24.04%
Annual Rt 15.19%
Invest
2 Years 20.81%
3 Years 18.13%
5 Years 20.13%
Annual Rt 14.6%
Invest
2 Years 21.37%
3 Years 17.31%
5 Years -
Annual Rt 20.68%
Invest
2 Years 23.4%
3 Years 17.15%
5 Years -
Annual Rt 25.61%
Invest
2 Years 22%
3 Years 17.1%
5 Years -
Annual Rt 21.7%
Invest
2 Years 20.58%
3 Years 17.1%
5 Years 21.49%
Annual Rt 14.94%
Invest
2 Years 24.34%
3 Years 16.3%
5 Years 15.9%
Annual Rt 12.22%
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Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.68%
Fund Manager Roshi Jain
Launch Date 05-Sep 2004
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.04%
Fund Manager Krishna Sanghavi
Launch Date 01-Nov 2020
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.92%
Fund Manager Taher Badshah
Launch Date 08-Sep 2020
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.75%
Fund Manager Anish Tawakley
Launch Date 05-May 2009
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.76%
Fund Manager Ajay Argal
Launch Date 05-Jul 2007
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 2.04%
Fund Manager Meeta Shetty
Launch Date 05-Dec 2019
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 2.11%
Fund Manager Neelotpal Sahai
Launch Date 22-Jul 2020
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.97%
Fund Manager Shridatta Bhandwaldar
Launch Date 05-May 2021
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.18%
Fund Manager Sanjeev Sharma
Launch Date 01-Aug 2008
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.06%
Fund Manager Vinit Sambre
Launch Date 10-Jun 2010
Invest
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Comparison of Top Focused Funds

Focused Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Frequently Asked Questions

Who should invest in Focused Mutual Funds?
Focused funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in Focused funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by Focused companies?
The fund manager of Focused fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in Focused funds?
Focused funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are Focused funds?
Focused funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Focused funds.
Are Focused Funds for long term investment?
Yes, Focused funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Focused mutual funds.
What is the benchmark of Focused Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Focused funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on Focused Mutual Funds?
Focused funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

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