Who should Invest in Focused funds?
Features of Focused funds:
Factors to consider while investing in Focused Funds
Taxability of Focused funds
Risks Involved with Focused funds
Advantages of Focused funds
Popular Focused Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Focused Fund is an Focused scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹258 Crores, this scheme's latest NAV is ₹61.5595 as of 02-06-23.
Quant Focused Fund scheme has delivered a return performance of 10.8% in the last 1 year, 28% in the last 3 years, and an 16.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹258
- 3Y Return
- 10.8%
Nippon India Focused Equity Fund is an Focused scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Vinay Sharma. With an impressive AUM of ₹6,112 Crores, this scheme's latest NAV is ₹90.5254 as of 02-06-23.
Nippon India Focused Equity Fund scheme has delivered a return performance of 12% in the last 1 year, 30.6% in the last 3 years, and an 17.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹6,112
- 3Y Return
- 12%
360 ONE Focused Equity Fund is an Focused scheme that was launched on 30-10-14 and is currently under the management of our experienced fund manager Mayur Patel. With an impressive AUM of ₹3,671 Crores, this scheme's latest NAV is ₹35.9263 as of 02-06-23.
360 ONE Focused Equity Fund scheme has delivered a return performance of 20.2% in the last 1 year, 28.9% in the last 3 years, and an 16% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹3,671
- 3Y Return
- 20.2%
Union Focused Fund is an Focused scheme that was launched on 05-08-19 and is currently under the management of our experienced fund manager Hardick Bora. With an impressive AUM of ₹326 Crores, this scheme's latest NAV is ₹19.16 as of 02-06-23.
Union Focused Fund scheme has delivered a return performance of 12.7% in the last 1 year, 24.4% in the last 3 years, and an 18.5% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹326
- 3Y Return
- 12.7%
ICICI Pru Focused Equity Fund is an Focused scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Sankaran Naren. With an impressive AUM of ₹4,172 Crores, this scheme's latest NAV is ₹60.94 as of 02-06-23.
ICICI Pru Focused Equity Fund scheme has delivered a return performance of 17.3% in the last 1 year, 27.1% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹4,172
- 3Y Return
- 17.3%
Sundaram Focused Fund is an Focused scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Ravi Gopalakrishnan. With an impressive AUM of ₹808 Crores, this scheme's latest NAV is ₹123.7647 as of 02-06-23.
Sundaram Focused Fund scheme has delivered a return performance of 14.3% in the last 1 year, 24.3% in the last 3 years, and an 14.1% since its launch. With a minimum SIP investment of just ₹300, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹300
- AUM (Cr.)
- ₹808
- 3Y Return
- 14.3%
HDFC Focused 30 Fund is an Focused scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Roshi Jain. With an impressive AUM of ₹4,379 Crores, this scheme's latest NAV is ₹154.555 as of 02-06-23.
HDFC Focused 30 Fund scheme has delivered a return performance of 22% in the last 1 year, 34.3% in the last 3 years, and an 13.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹4,379
- 3Y Return
- 22%
Franklin India Focused Equity Fund is an Focused scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Ajay Argal. With an impressive AUM of ₹8,267 Crores, this scheme's latest NAV is ₹80.6654 as of 02-06-23.
Franklin India Focused Equity Fund scheme has delivered a return performance of 17.6% in the last 1 year, 30% in the last 3 years, and an 17.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹8,267
- 3Y Return
- 17.6%
SBI Focused Equity Fund is an Focused scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager R Srinivasan. With an impressive AUM of ₹27,962 Crores, this scheme's latest NAV is ₹264.6016 as of 02-06-23.
SBI Focused Equity Fund scheme has delivered a return performance of 12.2% in the last 1 year, 22.9% in the last 3 years, and an 15% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹27,962
- 3Y Return
- 12.2%
Kotak Focused Equity Fund is an Focused scheme that was launched on 16-07-19 and is currently under the management of our experienced fund manager Shibani Kurian. With an impressive AUM of ₹2,531 Crores, this scheme's latest NAV is ₹18.253 as of 02-06-23.
Kotak Focused Equity Fund scheme has delivered a return performance of 12.9% in the last 1 year, 25.8% in the last 3 years, and an 16.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹2,531
- 3Y Return
- 12.9%
Frequently Asked Questions
What is better - focused mutual funds or diversified equity funds?
Your choice of mutual fund should depend on your investment goals and risk tolerance. A diversified equity fund invests in several stocks spread across multiple sectors. It is a strategy that can reduce your risks.
However, it increases your equity exposure which can reduce your profits. On the other hand, a focused fund is hazardous as the exposure to multiple equities is limited. However, they also give the highest returns.
When should I invest in a focused mutual fund?
Usually, a focused mutual fund is an add-on to an existing portfolio. It is inadvisable to invest in this fund if you are a beginner. Moreover, it is recommended to consider your liquidity before you go ahead with it.
What is the most significant advantage of focused mutual funds?
A focused mutual fund invests in a maximum of 30 stocks. It allows fund managers to handpick stocks after thorough research. A detailed and in-depth analysis is done before they make the portfolio. It enables you to make higher profits. Moreover, they keep reviewing the portfolio to make changes when required to get you the best returns.
Who are these focused funds suited for?
Focused funds are not for the average investors looking for an investment instrument to park their funds and earn returns. As these funds focus on a handful of stocks, they carry more risk.
These funds are suitable for individuals comfortable taking such a high degree of risk. The fund can either go uphill or downhill. The individual’s finances and personal outlook should not take a hit when the latter happens.
Investors who want to build a satellite fund in their portfolio can also consider focused funds. Including these funds can help optimise returns and average out the risk. However, investors should have a longer time horizon with at least five years to park their money.
Can I invest in focused mutual funds through SIP?
You can invest in your selected focused mutual fund through a SIP. You can log in to your Upstox account for more details.
Is there a lock-in period for focused funds?
There is no lock-in period for focused funds. However, the horizon period for these equity funds is usually at least 5-7 years. It is advisable to consider this before investing in these funds.
What is the tax rate in the case of focused mutual funds?
As focused mutual funds are equity funds, the gains are taxed at standard rates for long-term and short-term capital gains. You must pay short-term capital gains if you exit your mutual fund before 12 months. The gains are taxed at a rate of 15% in this case.
On the other hand, you have to pay long-term capital gains if the holding period of the focused mutual fund is more than a year. In this case, you will have to pay a long-term capital gain tax of 10%.