Focused Funds

Hold a concentrated portfolio of at most 30 stocks, so returns depend heavily on a few picks.

Funds: 28
Average 1Y: 2.2%
Average 3Y (p.a.): 12.3%
Average 5Y (p.a.): 11.4%

All focused funds by returns

Focused Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
Invesco India Focused Fund	Invesco Mutual Fund	₹31.87	2.3%	21.1%	14.9%	0.49%	₹6,454 Cr
ITI Focused Fund	ITI Mutual Fund	₹17.14	6.8%	17.4%	–	0.91%	₹629 Cr
ICICI Prudential Focused Fund	ICICI Prudential Mutual Fund	₹108.17	-0.8%	16.2%	15.2%	1.22%	₹17,949 Cr
Bandhan Focused Fund	Bandhan Mutual Fund	₹108.6	3.8%	15.6%	12.5%	1.01%	₹2,086 Cr
SBI Focused Fund	SBI Mutual Fund	₹449.9	10.6%	15%	11.6%	0.84%	₹51,248 Cr
HDFC Focused Fund	HDFC Mutual Fund	₹263.64	-2.5%	14.6%	17.9%	0.76%	₹28,201 Cr
HSBC Focused Fund	HSBC Mutual Fund	₹29.54	7.2%	14.6%	12.5%	1.04%	₹1,843 Cr
Motilal Oswal Focused Fund	Motilal Oswal Mutual Fund	₹63.63	23.8%	14.2%	10.5%	1.79%	₹1,827 Cr
Kotak Focused Fund	Kotak Mahindra Mutual Fund	₹30.03	4.4%	14.2%	12.1%	0.73%	₹4,549 Cr
Quant Focused Fund	quant Mutual Fund	₹105.32	10.6%	13.8%	13.7%	1.84%	₹850 Cr
Mahindra Manulife Focused Fund	Mahindra Manulife Mutual Fund	₹28.8	-1.7%	12.5%	13.3%	0.78%	₹2,109 Cr
DSP Focused Fund	DSP Mutual Fund	₹61.67	-0.1%	12.5%	10.4%	1.08%	₹2,671 Cr
Canara Robeco Focused Fund	Canara Robeco Mutual Fund	₹21.22	-3.6%	12.3%	11.7%	0.48%	₹2,920 Cr
JM Focused Fund	JM Financial Mutual Fund	₹24.06	1.2%	12.3%	13.2%	1.25%	₹293 Cr
Edelweiss Focused Fund	Edelweiss Mutual Fund	₹17.36	-1.5%	12%	–	0.85%	₹1,051 Cr
Aditya Birla Sun Life Focused Fund	Aditya Birla Sun Life Mutual Fund	₹163.78	1.3%	12%	10.4%	0.77%	₹7,971 Cr
360 ONE Focused Fund	360 ONE Mutual Fund	₹55.94	3.9%	11.5%	11.3%	0.87%	₹6,800 Cr
Union Focused Fund	Union Mutual Fund	₹29.22	4.2%	11%	9.5%	1.27%	₹462 Cr
Axis Focused Fund	Axis Mutual Fund	₹65.39	0.2%	10.2%	4.4%	1.11%	₹11,424 Cr
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)	Sundaram Mutual Fund	₹184.58	2.2%	10%	–	1.05%	₹1,097 Cr
UTI Focused Fund (30 stocks)	UTI Mutual Fund	₹16.42	-2.6%	9.5%	9.8%	0.87%	₹2,487 Cr
Tata Focused Fund	Tata Mutual Fund	₹24.84	-5%	9.2%	9.6%	0.87%	₹1,755 Cr
Nippon India Focused Fund	Nippon India Mutual Fund	₹134.22	-1.5%	9%	10.4%	1.37%	₹8,651 Cr
LIC MF Focused Fund	LIC Mutual Fund	₹24.39	0.5%	8.9%	–	2.68%	₹175 Cr
Baroda BNP Paribas Focused Fund	Baroda BNP Paribas Mutual Fund	₹24.23	-2.1%	8.5%	–	0.63%	₹660 Cr
Mirae Asset Focused Fund	Mirae Asset Mutual Fund	₹27.85	-3.8%	7.5%	6.4%	0.56%	₹6,752 Cr
Franklin India Focused Equity Fund	Franklin Templeton Mutual Fund	₹112.14	-10.2%	7.3%	9.6%	1.17%	₹11,506 Cr
Old Bridge Focused Fund	Old Bridge Mutual Fund	₹14	14.8%	–	–	1.08%	₹4,354 Cr