Focused Funds

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

Funds: 28
Average 1Y: 5.6%
Average 3Y (p.a.): 14.2%
Average 5Y (p.a.): 11.3%

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	₹34.59	15.5%	22.4%	15.3%	0.7%	₹6,229 Cr
ICICI Prudential Focused Fund	ICICI Prudential Mutual Fund	₹114.33	3.3%	19%	15.2%	1.14%	₹17,168 Cr
HDFC Focused Fund	HDFC Mutual Fund	₹281.37	3.8%	17.5%	17.2%	0.82%	₹26,553 Cr
SBI Focused Fund	SBI Mutual Fund	₹472.03	12.9%	17.3%	10.9%	0.84%	₹50,180 Cr
Kotak Focused Fund	Kotak Mahindra Mutual Fund	₹31.68	7.9%	16.9%	12.1%	0.75%	₹4,273 Cr
Bandhan Focused Fund	Bandhan Mutual Fund	₹110.92	4.3%	16.6%	12.1%	0.98%	₹2,087 Cr
ITI Focused Fund	ITI Mutual Fund	₹17.21	5.1%	16.5%	–	0.91%	₹607 Cr
Motilal Oswal Focused Fund	Motilal Oswal Mutual Fund	₹66.09	27.5%	15.6%	11.3%	1.66%	₹1,845 Cr
HSBC Focused Fund	HSBC Mutual Fund	₹30.27	10.1%	15.6%	12%	1.08%	₹1,751 Cr
Aditya Birla Sun Life Focused Fund	Aditya Birla Sun Life Mutual Fund	₹175.2	5.8%	15.5%	10.8%	1.01%	₹7,512 Cr
Canara Robeco Focused Fund	Canara Robeco Mutual Fund	₹22.47	1.9%	15.1%	12.1%	0.82%	₹2,730 Cr
DSP Focused Fund	DSP Mutual Fund	₹65.06	4.6%	14.6%	11.1%	1.11%	₹2,503 Cr
Edelweiss Focused Fund	Edelweiss Mutual Fund	₹18.13	2.4%	14.4%	–	0.84%	₹959 Cr
Mahindra Manulife Focused Fund	Mahindra Manulife Mutual Fund	₹29.94	0.1%	14.3%	13.2%	0.88%	₹1,930 Cr
Quant Focused Fund	quant Mutual Fund	₹106.37	9.6%	14%	12.8%	1.98%	₹825 Cr
Union Focused Fund	Union Mutual Fund	₹30.99	11.7%	13.9%	10%	1.57%	₹433 Cr
360 ONE Focused Fund	360 ONE Mutual Fund	₹58.55	7.3%	13.6%	11.2%	1.23%	₹6,496 Cr
JM Focused Fund	JM Financial Mutual Fund	₹24.58	3.2%	12.9%	12.1%	1.25%	₹274 Cr
UTI Focused Fund (30 stocks)	UTI Mutual Fund	₹17.4	3%	12.3%	10.2%	1.13%	₹2,310 Cr
Axis Focused Fund	Axis Mutual Fund	₹67.14	3.9%	11.9%	4.4%	1.05%	₹10,476 Cr
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)	Sundaram Mutual Fund	₹188.74	4.5%	11.6%	–	1.34%	₹1,032 Cr
Mirae Asset Focused Fund	Mirae Asset Mutual Fund	₹29.41	2.8%	11.1%	6.4%	0.98%	₹6,350 Cr
Nippon India Focused Fund	Nippon India Mutual Fund	₹137.7	0.8%	10.6%	9.5%	1.39%	₹8,075 Cr
Baroda BNP Paribas Focused Fund	Baroda BNP Paribas Mutual Fund	₹25.06	-2.1%	10.4%	–	0.63%	₹520 Cr
LIC MF Focused Fund	LIC Mutual Fund	₹24.39	3.1%	10.4%	–	2.51%	₹171 Cr
Tata Focused Fund	Tata Mutual Fund	₹25.61	-2.5%	10.2%	9.6%	0.93%	₹1,625 Cr
Franklin India Focused Equity Fund	Franklin Templeton Mutual Fund	₹117.02	-6.3%	9.6%	9.2%	1.15%	₹10,410 Cr
Old Bridge Focused Fund	Old Bridge Mutual Fund	₹14.1	12.3%	–	–	1.05%	₹4,542 Cr