The table below shows the Best Focused Funds based on AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | Minimum SIP (Rs) | NAV (Rs) |
| SBI Focused Equity Fund | 31517.01 | 500.0 | 311.65 |
| Axis Focused 25 Fund | 14206.67 | 100.0 | 51.96 |
| Franklin India Focused Equity Fund | 10389.53 | 100.0 | 99.06 |
| Mirae Asset Focused Fund | 9078.97 | 100.0 | 23.31 |
| HDFC Focused 30 Fund | 7762.21 | 1500.0 | 195.42 |
| Nippon India Focused Equity Fund | 7383.91 | 5000.0 | 112.12 |
| Aditya Birla SL Focused Fund | 6377.2 | 100.0 | 128.65 |
| ICICI Pru Focused Equity Fund | 6116.61 | 5000.0 | 77.24 |
| 360 ONE Focused Equity Fund | 5659.25 | 100.0 | 44.23 |
| Kotak Focused Equity Fund | 2883.97 | 100.0 | 22.28 |
Focused mutual funds are an equity mutual fund that concentrates on a limited number of carefully selected stocks, typically between 20 and 30, to achieve higher returns through a focused and concentrated investment approach.
Content:
- Best Focused Funds In India
- Top Focused Equity Fund
- Best Focused Mutual Funds In India
- Top 5 Focused Equity Fund
- Best Focused Equity Fund
- Best Focused Funds – FAQ
- Introduction to Best Focused Funds
Best Focused Funds In India
The table below shows the Best Focused Funds In India based on lowest to highest expense ratio.
| Name | Expense Ratio % |
| ITI Focused Equity Fund | 0.41 |
| Mahindra Manulife Focused Fund | 0.45 |
| HDFC Focused 30 Fund | 0.48 |
| Canara Rob Focused Equity Fund | 0.52 |
| Kotak Focused Equity Fund | 0.53 |
| Baroda BNP Paribas Focused Fund | 0.53 |
| Mirae Asset Focused Fund | 0.54 |
| Tata Focused Equity Fund | 0.55 |
| UTI Focused Fund | 0.56 |
| ICICI Pru Focused Equity Fund | 0.59 |
Top Focused Equity Fund
The below table shows Top Focused Equity Fund based on Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) |
| HDFC Focused 30 Fund | 29.19 |
| Mahindra Manulife Focused Fund | 26.73 |
| Quant Focused Fund | 25.58 |
| ICICI Pru Focused Equity Fund | 22.64 |
| Franklin India Focused Equity Fund | 22.32 |
| Tata Focused Equity Fund | 21.72 |
| Nippon India Focused Equity Fund | 21.46 |
| Invesco India Focused 20 Equity Fund | 21.34 |
| 360 ONE Focused Equity Fund | 20.44 |
| JM Focused Fund | 19.85 |
Best Focused Mutual Funds In India
The table below shows Best Focused Mutual Funds In India based on exit load i.e the fee that the AMC charges investors at the time of exiting or redeeming their fund units
| Name | Exit Load % | AMC |
| Sundaram Focused Fund | 0.25 | Sundaram Asset Management Company Limited |
| Motilal Oswal Focused Fund | 1.0 | Motilal Oswal Asset Management Company Limited |
| Baroda BNP Paribas Focused Fund | 1.0 | Baroda BNP Paribas Asset Management India Pvt. Ltd. |
| Tata Focused Equity Fund | 1.0 | Tata Asset Management Private Limited |
| Bandhan Focused Equity Fund | 1.0 | Bandhan AMC Limited |
| Canara Rob Focused Equity Fund | 1.0 | Canara Robeco Asset Management Company Limited |
| UTI Focused Fund | 1.0 | UTI Asset Management Company Private Limited |
| Kotak Focused Equity Fund | 1.0 | Kotak Mahindra Asset Management Company Limited |
| 360 ONE Focused Equity Fund | 1.0 | 360 ONE Asset Management Limited |
| Aditya Birla SL Focused Fund | 1.0 | Aditya Birla Sun Life AMC Limited |
Top 5 Focused Equity Fund
The below table shows Top 5 Focused Equity Fund based on Absolute 1 Year Return and AMC.
| Name | AMC | Absolute Returns – 1Y % |
| Invesco India Focused 20 Equity Fund | Invesco Asset Management Company Pvt Ltd. | 43.02 |
| JM Focused Fund | JM Financial Asset Management Private Limited | 41.05 |
| DSP Focus Fund | DSP Investment Managers Private Limited | 37.08 |
| Bandhan Focused Equity Fund | Bandhan AMC Limited | 36.28 |
| Mahindra Manulife Focused Fund | Mahindra Manulife Investment Management Private Limited | 35.02 |
| Quant Focused Fund | Quant Money Managers Limited | 34.89 |
| HSBC Focused Fund | HSBC Global Asset Management (India) Private Limited | 32.71 |
| ICICI Pru Focused Equity Fund | ICICI Prudential Asset Management Company Limited | 32.51 |
| Edelweiss Focused Fund | Edelweiss Asset Management Limited | 32.41 |
| HDFC Focused 30 Fund | HDFC Asset Management Company Limited | 32.37 |
Best Focused Equity Fund
The below table shows Best Focused Equity Fund based on Absolute 6 month Return and AMC.
| Name | AMC | Absolute Returns – 6M % |
| Invesco India Focused 20 Equity Fund | Invesco Asset Management Company Pvt Ltd. | 27.71 |
| JM Focused Fund | JM Financial Asset Management Private Limited | 23.79 |
| Quant Focused Fund | Quant Money Managers Limited | 22.17 |
| Mahindra Manulife Focused Fund | Mahindra Manulife Investment Management Private Limited | 22.15 |
| DSP Focus Fund | DSP Investment Managers Private Limited | 19.85 |
| ITI Focused Equity Fund | ITI Asset Management Limited | 19.51 |
| Tata Focused Equity Fund | Tata Asset Management Private Limited | 19.47 |
| HDFC Focused 30 Fund | HDFC Asset Management Company Limited | 18.56 |
| HSBC Focused Fund | HSBC Global Asset Management (India) Private Limited | 17.52 |
| ICICI Pru Focused Equity Fund | ICICI Prudential Asset Management Company Limited | 17.15 |
Best Focused Funds – FAQ
What are the Best Focused Mutual Funds?
Best Focused Mutual Funds #1: SBI Focused Equity Fund
Best Focused Mutual Funds #2: Axis Focused 25 Fund
Best Focused Mutual Funds #3: Franklin India Focused Equity Fund
Best Focused Mutual Funds #4: Mirae Asset Focused Fund
Best Focused Mutual Funds #5: HDFC Focused 30 Fund
These funds are listed based on the Highest AUM.
What are the Top Focused Equity Fund?
The top 5 Focused Equity Fund, determined by their 3-year Compound Annual Growth Rate (CSGR), include HDFC Focused 30 Fund, Mahindra Manulife Focused Fund, Quant Focused Fund, ICICI Pru Focused Equity Fund, and Franklin India Focused Equity Fund.
Is it good to invest in focused fund?
Investing in a focused fund can be beneficial for those seeking potentially higher returns but comes with higher risk due to concentrated holdings. It suits investors with a higher risk tolerance and a well-diversified portfolio.
Introduction to Best Focused Funds
Best Focused Funds – AUM, NAV
SBI Focused Equity Fund
The SBI Focused Equity Fund Direct Plan-Growth is a mutual fund offered by SBI Mutual Fund. This fund has an exit load of 1.0% and an expense ratio of 0.73%. It has shown a 3-year Compound Annual Growth Rate (CAGR) of 17.37%. Moreover, the fund manages a significant amount of assets, with its Assets Under Management (AUM) totaling ₹31,517.01 crore.
The shareholding pattern reveals the distribution of holdings in various sectors, with percentages allocated as follows: FMCG – Household Products at 6.00%, Pharmaceuticals at 7.21%, IT Services & Consulting at 7.37%, Specialized Finance at 12.05%, and Private Banks at 16.13%.
Axis Focused 25 Fund
The Axis Focused 25 Direct Plan-Growth is a concentrated mutual fund scheme offered by Axis Mutual Fund. It carries an exit load of 1.0% and has an expense ratio of 0.77%. Over the past three years, it has shown a Compound Annual Growth Rate (CAGR) of 7.82%. Currently, it manages assets totaling ₹ 14,206.67 crore.
The shareholding pattern reveals the distribution of ownership in the company across various sectors, including Investment Banking & Brokerage (7.52%), Retail – Speciality (7.74%), Private Banks (9.42%), Specialized Finance (12.25%), and IT Services & Consulting (18.15%).
Franklin India Focused Equity Fund
The Franklin India Focused Equity Fund Direct-Growth is a focused mutual fund offered by Franklin Templeton Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 0.96%. Over the past three years, it has shown a Compound Annual Growth Rate (CAGR) of 22.32%. Furthermore, the fund manages a significant amount of assets, with its Assets Under Management (AUM) totaling ₹10,389.53 crore.
The distribution of shareholding in various sectors is as follows: Construction & Engineering accounts for 6.02%, Others make up 6.60%, IT Services & Consulting represent 7.51%, Pharmaceuticals hold 8.77%, and Private Banks have the largest share at 25.83%.
Best Focused Funds In India – Expense Ratio
ITI Focused Equity Fund
The ITI Focused Equity Fund Direct – Growth is an equity mutual fund offered by ITI Mutual Fund. It has an exit load of 1.0% and an expense ratio of 0.41%. The fund’s 3-year Compound Annual Growth Rate (CAGR) is 0.0%, and its Assets Under Management (AUM) amount to ₹ 281.25 crore.
The distribution of shareholding in the company is as follows: Other investors hold 7.38%, Electrical Components & Equipments account for 9.88%, Construction & Engineering make up 9.99%, Auto Parts represent 10.68%, and Private Banks have a share of 10.77%.
Mahindra Manulife Focused Fund
The Mahindra Manulife Focused Fund Direct – Growth is an equity mutual fund offered by Mahindra Manulife Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 0.45%. Over the past 3 years, it has shown an impressive Compound Annual Growth Rate (CAGR) of 26.73%. The fund manages a significant amount of assets, with its Assets Under Management (AUM) totaling ₹ 937.82 crore.
The distribution of share ownership in various sectors is as follows: Public Banks hold 6.34% of shares, Oil & Gas – Refining & Marketing companies own 7.48%, Diversified Chemicals have a 9.28% share, IT Services & Consulting companies hold 10.79%, and Private Banks possess the largest portion with 11.60%.
HDFC Focused 30 Fund
HDFC Focused 30 Fund Direct Plan-Growth is an equity mutual fund offered by HDFC Mutual Fund. It has a 1.0% exit load, an expense ratio of 0.48, a 3-year CAGR of 29.19, and an AUM of 7762.21.
The distribution of share ownership across different sectors is as follows: IT Services & Consulting companies hold 6.58% of shares, Power Generation companies own 7.15%, Pharmaceuticals have an 8.84% share, Miscellaneous sectors account for 12.89%, and Private Banks holds the highest share at 26.48%.
Top Focused Equity Fund – 3Y CAGR
Quant Focused Fund
The Quant Focused Fund Direct-Growth is a focused mutual fund offered by Quant Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 0.76%. Over the past three years, this fund has shown strong performance with a Compound Annual Growth Rate (CAGR) of 25.58%. Furthermore, it manages a substantial amount of assets, with its Assets Under Management (AUM) amounting to ₹ 574.25 crore.
The shareholding distribution is as follows: Investment Banking & Brokerage holds 8.34%, Pharmaceuticals owns 12.63%, Power Generation accounts for 13.14%, Packaged Foods & Meats has a share of 14.36%, and Oil & Gas – Refining & Marketing has the largest portion at 18.96%.
ICICI Pru Focused Equity Fund
The ICICI Prudential Focused Equity Fund Direct-Growth is a mutual fund scheme offered by ICICI Prudential Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 0.59%. Over the past 3 years, it has shown strong performance, with a Compound Annual Growth Rate (CAGR) of 22.64%. Furthermore, this fund manages a substantial amount of assets, with its Assets Under Management (AUM) totaling ₹ 6,116.61 crore.
The shareholding pattern reveals the distribution of ownership in different sectors, with the percentages as follows: Two Wheelers account for 6.41%, Construction & Engineering for 6.66%, IT Services & Consulting for 7.21%, Private Banks for 9.49%, and Pharmaceuticals for 12.80%.
Tata Focused Equity Fund
The Tata Focused Equity Fund Direct – Growth is a concentrated mutual fund offering by Tata Mutual Fund. It carries a 1.0% exit load and has an expense ratio of 0.55%. Over the past 3 years, it has delivered an impressive Compound Annual Growth Rate (CAGR) of 21.72%. Furthermore, the fund manages a significant amount of assets, with its Assets Under Management (AUM) standing at ₹ 1,477.94 crore.
The distribution of shares in the company is as follows: Power Generation holds 6.38%, Pharmaceuticals accounts for 8.39%, Construction & Engineering has a share of 13.10%, IT Services & Consulting holds 14.68%, and Private Banks constitute the largest share at 19.25%.
Best Focused Mutual Funds In India – Exit Load
Sundaram Focused Fund
The Sundaram Focused Fund Direct-Growth is an equity mutual fund offered by Sundaram Mutual Fund. It comes with an exit load of 0.25% and has an expense ratio of 1.25%. Over the past three years, it has shown a Compound Annual Growth Rate (CAGR) of 18.05%. Currently, the fund manages assets worth ₹ 1007.54 crore.
The shareholding pattern includes the following sectors: Specialized Finance accounts for 7.16%, Public Banks hold 7.27%, Pharmaceuticals make up 7.33%, Private Banks have a share of 14.28%, and IT Services & Consulting constitute the largest portion at 16.60%.
Motilal Oswal Focused Fund
The Motilal Oswal Focused Fund Direct-Growth is an equity mutual fund offered by Motilal Oswal Mutual Fund. This fund comes with an exit load of 1.0% and has an expense ratio of 0.94%. Over the past 3 years, it has shown a Compound Annual Growth Rate (CAGR) of 12.54%. Currently, it manages assets totaling ₹ 1,784.2 crore.
The distribution of shares in the company is as follows: Auto Parts account for 8.10%, Insurance holds 9.50%, IT Services & Consulting has 9.87%, Specialized Finance comprises 11.87%, and Private Banks have a share of 14.35%.
Baroda BNP Paribas Focused Fund
The Baroda BNP Paribas Focused Fund Direct – Growth, offered by Baroda BNP Paribas Mutual Fund, has an exit load of 1.0% and an expense ratio of 0.53%. Over the past 3 years, it has shown a Compound Annual Growth Rate (CAGR) of 17.05%. Furthermore, the fund manages assets amounting to ₹ 565.64 crore.
The shareholding pattern indicates that various sectors hold stakes in the company, with online retail representing 6.78%, IT services and consulting at 7.35%, iron and steel at 7.84%, construction and engineering at 10.48%, and private banks having the largest share at 26.15%.
Top 5 Focused Equity Fund – Absolute 1 Year Return
Invesco India Focused 20 Equity Fund
The Invesco India Focused 20 Equity Fund Direct – Growth is an equity mutual fund offered by Invesco Mutual Fund. This fund has an exit load of 1.0% and an expense ratio of 0.66%. Over the past 3 years, it has shown a Compound Annual Growth Rate (CAGR) of 21.34%. The fund currently manages assets totaling ₹ 1913.52 crore.
The shareholding pattern includes the following percentages in different sectors: 6.17% in Retail – Speciality, 8.72% in Specialized Finance, 9.08% in Construction & Engineering, 12.71% in IT Services & Consulting, and 15.39% in Private Banks.
JM Focused Fund
The JM Focused Direct Plan-Growth is an equity mutual fund offered by JM Financial Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 1.32%. Over the past 3 years, it has shown an annual growth rate of 19.85%. Additionally, this fund manages a substantial amount of assets, with its Assets Under Management (AUM) standing at ₹ 79.99 crore.
The distribution of shareholding in various sectors is as follows: Real Estate holds 5.55%, Specialized Finance has 5.90%, IT Services & Consulting accounts for 5.91%, Construction & Engineering owns 7.42%, and Two Wheelers has 7.49%.
DSP Focus Fund
The DSP Focus Direct Plan-Growth is an equity mutual fund offered by DSP Mutual Fund. This fund has an exit load of 1.0% and an expense ratio of 1.01%. Over the past 3 years, it has shown a Compound Annual Growth Rate (CAGR) of 16.07%. Furthermore, the fund manages assets worth ₹2,227.0 crore.
The breakdown of shareholding in different sectors is as follows: Industrial Machinery holds 5.92%, Pharmaceuticals accounts for 8.76%, IT Services & Consulting represents 9.39%, Specialized Finance owns 9.58%, and Private Banks comprise 13.01%.
Best Focused Equity Fund – Absolute 6 Month Return
HSBC Focused Fund
The HSBC Focused Fund Direct – Growth is an equity mutual fund offered by HSBC Mutual Fund. It comes with an exit load of 1.0% and has an expense ratio of 0.93%. Over the past 3 years, it has shown a Compound Annual Growth Rate (CAGR) of 19.07%. The fund manages assets totaling ₹ 1,496.08 crore.
The distribution of shares in the portfolio is as follows: Pharmaceuticals account for 4.83%, Oil & Gas – Refining & Marketing make up 5.81%, Construction & Engineering represent 8.29%, IT Services & Consulting have a share of 12.45%, and Private Banks constitute the largest portion at 25.28%.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change over time.
