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Top Performing Focused funds in 10 Year-04

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Top Performing Focused Funds in 10 Years

The below table shows a list of the Top Performing Focused Funds in 10 Years based on AUM, NAV, and minimum SIP.

NameAUM (Cr)NAV (Rs)Minimum SIP (Rs)
HDFC Focused 30 Fund13136.59240.431500
Franklin India Focused Equity Fund12545.87121.90100
ICICI Pru Focused Equity Fund9745.3699.775000
Nippon India Focused Equity Fund8851.92133.585000
360 ONE Focused Equity Fund7986.5954.61100
Kotak Focused Equity Fund3529.4927.21100
Bandhan Focused Equity Fund1651.7798.06100
Quant Focused Fund1115.99102.321000
Sundaram Focused Fund1110.63180.91100
Baroda BNP Paribas Focused Fund682.0625.70100

Introduction to Top Performing Focused Funds in 10 Years

HDFC Focused 30 Fund  

HDFC Focused 30 Fund is a Focused mutual fund scheme from HDFC Mutual Fund. This fund has been operational for 11 years and 7 months, having been launched on January 1, 2013.

HDFC Focused 30 Fund falls under the Focused Fund category with an AUM of ₹13,136.59 crores, a 5-year CAGR of 26.83%, an exit load of 1%, and an expense ratio of 0.49%. The SEBI risk category is Very High. Its asset allocation includes 85.62% in Equity, 10.45% in Cash & Equivalents, 3.54% in REITs & InvIT, 0.37% in Government Securities, and 0.02% in Rights.

Franklin India Focused Equity Fund  

Franklin India Focused Equity Fund is a Focused mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been operational for 11 years and 7 months, having been launched on January 1, 2013.

Franklin India Focused Equity Fund falls under the Focused Fund category with an AUM of ₹12,545.87 crores, a 5-year CAGR of 24.85%, an exit load of 1%, and an expense ratio of 0.95%. The SEBI risk category is Very High. Its asset allocation includes 97.51% in Equity, 2.24% in Cash & Equivalents, and 0.25% in Rights.

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ICICI Prudential Focused Equity Fund  

ICICI Prudential Focused Equity Fund is a Focused mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been operational for 11 years and 7 months, having been launched on January 1, 2013.

ICICI Prudential Focused Equity Fund falls under the Focused Fund category with an AUM of ₹9,745.36 crores, a 5-year CAGR of 27.24%, an exit load of 1%, and an expense ratio of 0.56%. The SEBI risk category is Very High. Its asset allocation includes 95.29% in Equity, 3.85% in Cash & Equivalents, and 0.85% in Treasury Bills.

Nippon India Focused Equity Fund  

Nippon India Focused Equity Fund is a Focused mutual fund scheme from Nippon India Mutual Fund. This fund has been operational since December 31, 2012.

Nippon India Focused Equity Fund falls under the Focused Fund category with an AUM of ₹8,851.91 crores, a 5-year CAGR of 24.98%, an exit load of 1%, and an expense ratio of 1.15%. The SEBI risk category is Very High. Its asset allocation includes 94.20% in Equity, 4.74% in Cash & Equivalents, and 1.06% in Rights.

360 ONE Focused Equity Fund  

360 ONE Focused Equity Fund is a Focused mutual fund scheme from 360 ONE Mutual Fund. This fund has been operational for 9 years and 11 months, having been launched on October 8, 2014.

360 ONE Focused Equity Fund falls under the Focused Fund category with an AUM of ₹7,986.59 crores, a 5-year CAGR of 27.08%, an exit load of 1%, and an expense ratio of 0.87%. The SEBI risk category is Very High. Its asset allocation includes 95.74% in Equity, 4.11% in Cash & Equivalents, and 0.15% in Rights.

Kotak Focused Equity Fund  

Kotak Focused Equity Fund is a Focused mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been operational since July 16, 2019.

Kotak Focused Equity Fund falls under the Focused Fund category with an AUM of ₹3,529.49 crores, a 5-year CAGR of 22.31%, an exit load of 1%, and an expense ratio of 0.51%. The SEBI risk category is Very High. Its asset allocation includes 98.50% in Equity and 1.50% in Cash & Equivalents.

Bandhan Focused Equity Fund  

Bandhan Focused Equity Fund is a Focused mutual fund scheme from Bandhan Mutual Fund. This fund has been operational for 11 years and 8 months, having been launched on January 1, 2013.

Bandhan Focused Equity Fund falls under the Focused Fund category with an AUM of ₹1,651.77 crores, a 5-year CAGR of 22.31%, an exit load of 1%, and an expense ratio of 0.82%. The SEBI risk category is Very High. Its asset allocation includes 97.82% in Equity and 2.18% in Cash & Equivalents.

Quant Focused Fund  

Quant Focused Fund is a Focused mutual fund scheme from Quant Mutual Fund. This fund has been operational since January 7, 2013.

Quant Focused Fund falls under the Focused Fund category with an AUM of ₹1,115.99 crores, a 5-year CAGR of 28.82%, an exit load of 1%, and an expense ratio of 0.70%. The SEBI risk category is Very High. Its asset allocation includes 67.56% in Equity, 30.25% in Futures & Options, 4.33% in Treasury Bills, and -2.14% in Cash & Equivalents (adjusted to Others).

Sundaram Focused Fund  

Sundaram Focused Fund is a Focused mutual fund scheme from Sundaram Mutual Fund. This fund has been operational since January 2, 2013.

Sundaram Focused Fund falls under the Focused Fund category with an AUM of ₹1,110.63 crores, a 5-year CAGR of 23.68%, an exit load of 0.25%, and an expense ratio of 1.22%. The SEBI risk category is Very High. Its asset allocation includes 98.16% in Equity and 1.84% in Cash & Equivalents.

Baroda BNP Paribas Focused Fund  

Baroda BNP Paribas Focused Fund is a Focused mutual fund scheme from Baroda BNP Paribas Mutual Fund. This fund has been operational since October 6, 2017.

Baroda BNP Paribas Focused Fund falls under the Focused Fund category with an AUM of ₹682.06 crores, a 5-year CAGR of 22.46%, an exit load of 1%, and an expense ratio of 0.47%. The SEBI risk category is Very High. Its asset allocation includes 96.24% in Equity and 3.76% in Cash & Equivalents.

What Are Focused Funds?

Focused Funds are a category of mutual funds that invest in a concentrated portfolio of stocks, typically holding 20-30 companies across market capitalizations. These funds aim to generate higher returns by focusing on high-conviction ideas and the fund manager’s best stock picks.

Focused Funds allow fund managers to allocate a larger portion of the portfolio to their top investment ideas. This concentrated approach can potentially lead to higher returns but also carries higher risk compared to more diversified equity funds.

These funds are suitable for investors with a high-risk tolerance and a long-term investment horizon. They can be a good addition to a diversified portfolio for investors seeking potentially higher returns through concentrated stock exposure.

Features Of Top Performing Focused Funds in 10 Years

The main features of top-performing Focused Funds in 10 years include a concentrated portfolio, high-conviction ideas, potential for higher returns, active management, and flexibility across market capitalizations. These funds aim to outperform broader market indices through focused stock selection.

  • Concentrated portfolio: Focused Funds typically hold 20-30 stocks, allowing fund managers to allocate more assets to their highest conviction ideas.
  • High-conviction ideas: These funds invest in the fund manager’s best stock picks, potentially leading to higher returns if the selections perform well.
  • Flexibility across market caps: Focused Funds can invest across large, mid, and small-cap stocks, giving managers the freedom to select the best opportunities.
  • Active management: Fund managers actively monitor and adjust the portfolio, making decisions based on in-depth research and market conditions.

Best Performing Focused Funds in 10 Years

The table below shows the Best Performing Focused Funds in 10 Years based on the lowest to highest expense ratio.

NameExpense Ratio (%)Minimum SIP (Rs)
Baroda BNP Paribas Focused Fund0.47100
HDFC Focused 30 Fund0.491500
Kotak Focused Equity Fund0.51100
ICICI Pru Focused Equity Fund0.565000
Quant Focused Fund0.71000
Bandhan Focused Equity Fund0.82100
360 ONE Focused Equity Fund0.87100
Franklin India Focused Equity Fund0.95100
Nippon India Focused Equity Fund1.155000
Sundaram Focused Fund1.22100

Top Performing Focused Funds in 10 Years In India

The table below shows the Top Performing Focused Funds in 10 Years In India based on the Highest 3Y CAGR.

NameCAGR 3Y (Cr)Minimum SIP (Rs)
HDFC Focused 30 Fund30.741500
ICICI Pru Focused Equity Fund25.945000
Quant Focused Fund25.531000
Franklin India Focused Equity Fund23.27100
360 ONE Focused Equity Fund21.68100
Baroda BNP Paribas Focused Fund21.46100
Nippon India Focused Equity Fund20.815000
Bandhan Focused Equity Fund20.39100
Kotak Focused Equity Fund19.82100
Sundaram Focused Fund18.23100

Top Performing Focused Funds in 10 Years

The table below shows the Top Performing Focused Funds in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

NameAMCExit Load (%)
Sundaram Focused FundSundaram Asset Management Company Limited0.25
HDFC Focused 30 FundHDFC Asset Management Company Limited1
ICICI Pru Focused Equity FundICICI Prudential Asset Management Company Limited1
Quant Focused FundQuant Money Managers Limited1
Franklin India Focused Equity FundFranklin Templeton Asset Management (India) Private Limited1
360 ONE Focused Equity Fund360 ONE Asset Management Limited1
Baroda BNP Paribas Focused FundBaroda BNP Paribas Asset Management India Pvt. Ltd.1
Nippon India Focused Equity FundNippon Life India Asset Management Limited1
Bandhan Focused Equity FundBandhan AMC Limited1
Kotak Focused Equity FundKotak Mahindra Asset Management Company Limited1

Factors To Consider When Investing In Top Performing Focused Funds in 10 Years

The main factors to consider when investing in top-performing Focused Funds in 10 years include fund manager expertise, investment strategy, risk management, performance consistency, and your risk tolerance. These factors can significantly impact the fund’s performance and suitability for your portfolio.

  • Fund manager expertise: Evaluate the fund manager’s experience, track record, and investment philosophy. Their stock-picking skills are crucial for the fund’s success.
  • Investment strategy: Understand the fund’s approach to stock selection, sector allocation, and market cap focus. Ensure it aligns with your investment goals.
  • Risk management: Assess how the fund manages concentration risk and volatility, given its focused nature. Look for funds with a robust risk management framework.
  • Performance consistency: Analyze the fund’s performance across different market cycles. Look for consistent outperformance compared to the benchmark and peer group.
  • Your risk tolerance: Ensure your risk appetite aligns with the higher risk profile of Focused Funds. These funds can be more volatile than diversified equity funds.

How To Invest In Top Performing Focused Funds in 10 Years?

To invest in top-performing Focused Funds in 10 years, start by researching and comparing different funds based on their performance, investment strategy, and fund manager expertise. Once you’ve selected a fund that aligns with your risk tolerance and investment goals, you can invest through Alice Blue.

Alice Blue is a user-friendly online investment platform that provides tools and resources to help you make informed investment decisions. You can choose to invest a lump sum amount or opt for a Systematic Investment Plan (SIP), which allows you to invest a fixed amount regularly.

For most investors, a SIP is recommended as it helps in rupee cost averaging and reduces the impact of market volatility on your investment over time. Remember to review and rebalance your investment periodically to ensure it remains aligned with your financial goals.

Advantages Of Investing In Top Performing Focused Funds in 10 Years?

The main advantages of investing in top-performing Focused Funds in 10 years include the potential for higher returns, exposure to high-conviction ideas, active management, and flexibility across market capitalizations. These funds offer opportunities for investors seeking concentrated equity exposure.

  • Higher return potential: Concentrated portfolios of high-conviction ideas can potentially generate higher returns compared to more diversified funds if the stock picks perform well.
  • Exposure to best ideas: Focused Funds invest in the fund manager’s top stock picks, allowing investors to benefit from their expertise and research.
  • Active management: Fund managers actively monitor and adjust the portfolio, making timely decisions based on market conditions and company performance.
  • Flexibility: These funds can invest across market capitalizations, allowing managers to select the best opportunities regardless of company size.

Risks Of Investing In Top Performing Focused Funds in 10 Years?

The main risks of investing in top-performing Focused Funds in 10 years include higher volatility, concentration risk, manager-dependent performance, and potential for higher losses. These factors can impact the fund’s performance and lead to significant fluctuations in returns.

  • Higher volatility: Concentrated portfolios can experience greater price swings compared to more diversified funds, leading to higher short-term volatility.
  • Concentration risk: With fewer stocks in the portfolio, the impact of underperformance in any single holding can be more pronounced.
  • Manager-dependent performance: The fund’s success heavily relies on the fund manager’s stock-picking skills. Poor decisions can significantly impact returns.
  • Potential for higher losses: While Focused Funds aim for higher returns, they also carry the risk of larger losses if the selected stocks underperform.

Importance of Focused Funds

The main importance of Focused Funds lies in their potential to generate alpha, provide exposure to high-conviction ideas, offer active management benefits, and serve as a complement to diversified portfolios. These funds play a crucial role for certain investors seeking concentrated equity exposure.

  • Alpha generation: Focused Funds aim to outperform the market by investing in a concentrated portfolio of carefully selected stocks.
  • High-conviction exposure: These funds provide access to the fund manager’s best investment ideas, potentially benefiting from their expertise and research.
  • Active management benefits: Fund managers actively monitor and adjust the portfolio, potentially capitalizing on market opportunities more effectively than passive strategies.
  • Portfolio complement: Focused Funds can serve as a satellite holding in a diversified portfolio, potentially enhancing overall returns for risk-tolerant investors.

How Long to Stay Invested in Focused Funds?

The ideal investment horizon for Focused Funds is typically 5-7 years or longer. This extended time frame allows investors to potentially benefit from the fund’s concentrated strategy while smoothing out short-term volatility that can be more pronounced in these funds due to their focused nature.

A longer investment period also aligns with the fund’s strategy of investing in high-conviction ideas that may take time to realize their full potential. However, regular monitoring and rebalancing are crucial, given the higher risk profile of these funds. Investors should be prepared for periods of underperformance and higher volatility.

Tax Implications of Investing in Focused Funds

Focused Funds are taxed as equity mutual funds in India. For holding periods up to 1 year, gains are considered short-term capital gains and taxed at 15%. For holding periods over 1 year, long-term capital gains up to ₹1 lakh per financial year are tax-free.

Long-term capital gains exceeding ₹1 lakh are taxed at 10% without indexation benefits. It’s important to note that these tax rates are subject to change based on government policies. The tax efficiency of equity funds like Focused Funds can make them attractive for long-term investors.

Future of Focused Funds

The future of Focused Funds in India looks promising, driven by factors such as increasing investor sophistication, demand for alpha-generating strategies, and the potential for outperformance in certain market conditions. As the Indian equity market evolves, these funds may gain more traction among investors seeking concentrated exposure to high-conviction ideas.

However, their performance will continue to be heavily dependent on fund manager expertise and stock selection skills. The success of Focused Funds in the future will likely be determined by their ability to consistently generate alpha and manage risks effectively in an increasingly competitive investment landscape.

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Top Performing Focused Funds in 10 Years – FAQs   

What Are Focused Funds?

Focused Funds are mutual funds that invest in a limited number of stocks, typically 20-30, across various sectors. By concentrating on fewer stocks, these funds aim for higher returns but come with increased risk. They are suitable for investors with a high-risk tolerance.

What Are The Top Performing Focused Funds in 10 Years?

Top Performing Focused Funds in 10 Years #1: HDFC Focused 30 Fund
Top Performing Focused Funds in 10 Years #2: Franklin India Focused Equity Fund
Top Performing Focused Funds in 10 Years #3: ICICI Pru Focused Equity Fund
Top Performing Focused Funds in 10 Years #4: Nippon India Focused Equity Fund
Top Performing Focused Funds in 10 Years #5: 360 ONE Focused Equity Fund

These funds are listed based on the Highest AUM.

What Are Best Performing Focused Funds in 10 Years?

The best performing focused funds in 10 years, based on expense ratio, include Baroda BNP Paribas Focused Fund, HDFC Focused 30 Fund, Kotak Focused Equity Fund, ICICI Pru Focused Equity Fund, and Quant Focused Fund. These funds offer focused exposure with strong returns for long-term investors.

How To Invest In Top Performing Focused Funds?

To invest in top-performing Focused Funds, research funds using financial websites, and compare their returns and strategies. Then, open an account with Alice Blue, a user-friendly investment platform. Choose between lump sum investment or start a Systematic Investment Plan (SIP) for regular investing.

Is It Good To Invest In Top Performing Focused Funds in 10 Years?

Investing in top-performing Focused Funds can be good for investors with a high-risk tolerance and long-term horizon. They offer the potential for higher returns but carry higher risk due to concentration. Consider your investment goals, risk appetite, and overall portfolio allocation before investing.

Can I Buy Top Performing Focused Funds in 10 Years?

Yes, you can buy top-performing Focused Funds through various online platforms like Alice Blue or directly from fund houses. These funds are typically open-ended, allowing purchases on any business day. Consider your investment goals and risk tolerance before investing.

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