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  • Focused Funds

Focussed Funds

  • Average Return 21.5%
  • No of Funds 13

What is Focused Mutual Fund

Focused mutual funds are equity funds that follow a strategy of having a concentrated portfolio. These funds cannot have more than 30 stocks in their portfolio by regulation, although there is no limitation on market cap or sectors it can invest.

Advantages of Focused Funds

  • High conviction portfolios where fund managers take big bets on select stocks

Top schemes of Focused Mutual Funds sorted by last 5 year returns

13 funds
Show Returns for via
Quant
Quant Focused Fund

#1 of 13

Fund Size

₹127 Crs

Return (p.a)

N.A. + 21.95% N.A. + 54.33% N.A. + 30.35% + 115.11% + 26.16% + 22.43% + 101.97% + 18.95%

VRO rating

5

ETM Rank

#1 of 13

Invest
High Growth Portfolio
High Growth Portfolio

Min SIP

₹ 5,000

5 Yrs Return

+ 21.42 % p.a. + 18.46 % p.a. + 24.26 % + 23.1 % p.a. + 16.01 % p.a. + 54.2 % + 8.91 % p.a. + 35.91 %

Nippon India
Nippon India Focused Equity Fund

#6 of 13

Fund Size

₹6,193 Crs

Return (p.a)

N.A. + 20.21% N.A. + 44.72% N.A. + 29.13% + 85.06% + 24.42% + 17.4% + 50.42% + 18.37%

VRO rating

3

ETM Rank

#6 of 13

Invest
Franklin Templeton
Franklin India Focused Equity Fund

#8 of 13

Fund Size

₹7,907 Crs

Return (p.a)

N.A. + 19.89% N.A. + 46.66% N.A. + 27.72% + 91.23% + 24.95% + 16.99% + 53.44% + 17.85%

VRO rating

3

ETM Rank

#8 of 13

Invest
HDFC
HDFC Focused 30 Fund

#7 of 13

Fund Size

₹2,093 Crs

Return (p.a)

N.A. + 19.84% N.A. + 50.06% N.A. + 31.43% + 89.83% + 32.63% + 27.3% + 57.17% + 15.38%

VRO rating

2

ETM Rank

#7 of 13

Invest
ICICI Prudential
ICICI Prudential Focused Equity Fund

#2 of 13

Fund Size

₹3,657 Crs

Return (p.a)

N.A. + 19.17% N.A. + 37.33% N.A. + 25.97% + 72.0% + 21.26% + 13.53% + 23.41% + 15.39%

VRO rating

4

ETM Rank

#2 of 13

Invest
Sundaram
Sundaram Focused Fund

#2 of 13

Fund Size

₹711 Crs

Return (p.a)

N.A. + 18.61% N.A. + 38.98% N.A. + 22.88% + 96.43% + 18.11% + 10.35% + 54.34% + 15.96%

VRO rating

4

ETM Rank

#2 of 13

Invest
SBI
SBI Focused Equity Fund

#5 of 13

Fund Size

₹27,450 Crs

Return (p.a)

N.A. + 17.47% N.A. + 25.94% N.A. + 20.49% + 67.85% + 15.8% + 2.87% + 22.83% + 17.18%

VRO rating

4

ETM Rank

#5 of 13

Invest
Aditya Birla SL
Aditya Birla Sun Life Focused Equity Fund

#12 of 13

Fund Size

₹5,989 Crs

Return (p.a)

N.A. + 15.55% N.A. + 30.34% N.A. + 19.72% + 65.8% + 15.4% + 8.19% + 20.4% + 14.58%

VRO rating

3

ETM Rank

#12 of 13

Invest
Motilal Oswal
Motilal Oswal Focused 25 Fund

#9 of 13

Fund Size

₹1,807 Crs

Return (p.a)

N.A. + 14.88% N.A. + 47.74% N.A. + 17.35% + 84.05% + 13.58% + 14.01% + 52.53% + 14.56%

VRO rating

3

ETM Rank

#9 of 13

Invest
Axis
Axis Focused 25 Fund

#13 of 13

Fund Size

₹19,124 Crs

Return (p.a)

N.A. + 13.82% N.A. + 26.62% N.A. + 14.51% + 75.75% + 7.98% -1.31% + 11.34% + 15.39%

VRO rating

3

ETM Rank

#13 of 13

Invest
IDFC
IDFC Focused Equity Fund

#10 of 13

Fund Size

₹1,358 Crs

Return (p.a)

N.A. + 13.01% N.A. + 31.89% N.A. + 17.19% + 75.51% + 12.44% + 8.03% + 18.33% + 12.89%

VRO rating

2

ETM Rank

#10 of 13

Invest
L&T
L&T Focused Equity Fund

#11 of 13

Fund Size

₹970 Crs

Return (p.a)

N.A. N.A. N.A. + 26.2% N.A. + 15.46% + 52.51% + 10.62% + 5.08% + 18.52% + 15.04%

VRO rating

3

ETM Rank

#11 of 13

Invest
Mirae Asset
Mirae Asset Focused Fund

#4 of 13

Fund Size

₹8,993 Crs

Return (p.a)

N.A. N.A. N.A. + 21.74% N.A. + 22.77% + 51.96% + 14.69% + 1.78% + 9.07% + 22.87%

VRO rating

5

ETM Rank

#4 of 13

Invest

Show all funds

Focused Funds Returns Calculator

See what your investment would have yielded in

Select fund
Quant Focused Fund
via in I want to invest of for a period of for
Invested Gains
₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
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This fund has given a CAGR of 21.95 % in last 5 years
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How do Focused Mutual Funds Work?

To understand how focused mutual funds work, you need to know how and where they invest.

  • Focused Funds invest in a limited number of stocks Mutual funds generally have the option to decide how many stocks they want to hold. And typically, equity mutual funds hold anywhere between 50 to 100 stocks. Although this number is dependent on the investment goals of the fund. In contrast, a focused mutual fund can have exposure to a maximum of 30 stocks. In technical terms, it refers to running a concentrated portfolio, i.e., having bets in select few stocks.
  • There are no restrictions on where they invest Focused funds can invest in any company. They can hold securities that belong to different sectors and market capitalizations. That means a focused fund can put money into large caps, medium caps, and small caps without restriction. In other words, these funds are like Flexi-cap mutual funds with a lesser number of stocks. Fund managers have the freedom to decide how money gets allocated between large, small, and medium cap companies.

Who should Invest in Focused Mutual Funds?

  • Investors who have an appetite for risk: Focus funds come with a relatively higher risk owing to the limited number of stocks in their portfolio. The fund manager bets on stocks that he/she believes will provide high returns to the investor. But this concentration means even one bet going wrong can lead to substantial losses. For this reason, only those are willing to take risk which is higher than diversified mutual funds should invest in them.
  • Investors with some investing experience: If you are new to investing, this may not be the right fund for you to begin your investment journey. This is because focused funds can be more volatile than, say a Flexi cap fund in short to medium term. So, if you are someone with a few years of investment experience, go with them but do know the risks associated with it.
  • Investors with at least a 5-year investment horizon: These funds are equity funds, so you need to anyways give them at least 5 years to show true potential. On top of that, these funds take selective bets, and those bets might take time to deliver results. So only those who can stay invested for the time mentioned above should be investing in them

Tax Implications on Focused Mutual Funds

The taxation on focused funds is similar to other equity funds. If you hold your investments for more than a year, the gains you will earn will be classified as Long-Term Capital Gains (LTCG) and taxed at the rate of 10 percent. This is only applicable if your total gains during the year exceed ?1 lakh. In case you sell your holding within a year, your Short-Term Capital Gains (STCG) tax will be taxed at the rate of 15 percent.

How to invest in Focused Funds?

It is quite easy to invest in Focused mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Focused fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Focused Mutual Funds to invest in 2022?

These are top 5 Focused funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
Quant Focused Fund Equity # 1 of 13
15.33 % p.a.
Nippon India Focused Equity Fund Equity # 6 of 13
13.78 % p.a.
Franklin India Focused Equity Fund Equity # 8 of 13
14.62 % p.a.
HDFC Focused 30 Fund Equity # 7 of 13
11.49 % p.a.
ICICI Prudential Focused Equity Fund Equity # 2 of 13
14.55 % p.a.

Since Focused Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.

Focused Funds have to invest at least 65% of their money in stocks and they cannot have more than 30 stocks in their portfolio. These stocks can be from any sector and of a company of any size. This limitation on the number of stocks means these funds run a concentrated portfolio. The fund managers hand-pick a few stocks they believe will outperform and invest in them.

Focused Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.

Focused Funds have on an average delivered 5.23% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 21.5% and 12.99%. p.a.

Focused Funds have a limit on the number of stocks they can have in their portfolio. This limit means these funds run concentrated portfolios with select stocks. If the selected stocks perform on expected lines, the returns can be good because of the high allocation to each stock. However, this concentration in only a few stocks also has its risk. Invest in these only if you already have a diversified portfolio and you are willing to bet on select stocks outperforming the market.

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