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Focused Mutual Funds

Focused funds typically focus on very few sectors of the global equity market. There are many different ways to categorize the strategies of Focused funds. First, the investor needs to understand what the fund manager is trying to accomplish with their investments. View More

Some investors might want to consider investing in a focused fund because of the situation or style of the companies chosen. For example, one might invest in a fund that invests in pharmaceutical companies developing new drugs to help people with cancer. Or one may invest in a fund that invests in basic materials and industrial industries of Europe.

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List of Focused Mutual Funds

Filters
logo ICICI Pru Focused Equity Fund - Direct Growth

12.59%

Fund Size (Cr.) - 10,093

Invest
logo Invesco India Focused Fund - Dir Growth

-3.29%

Fund Size (Cr.) - 3,080

Invest
logo HDFC Focused Fund - Direct Growth

9.64%

Fund Size (Cr.) - 14,330

Invest
logo Mahindra Manulife Focused Fund - Direct Growth

4.20%

Fund Size (Cr.) - 1,785

Invest
logo Bandhan Focused Fund - Direct Growth

-0.09%

Fund Size (Cr.) - 1,743

Invest
logo DSP Focused Fund - Direct Growth

5.52%

Fund Size (Cr.) - 2,667

Invest
logo JM Focused Fund - Direct Growth

-0.62%

Fund Size (Cr.) - 165

Invest
logo Canara Robeco Focused Fund - Direct Growth

6.17%

Fund Size (Cr.) - 2,551

Invest
logo SBI Focused Fund - Direct Growth

14.72%

Fund Size (Cr.) - 35,571

Invest
logo Edelweiss Focused Fund - Direct Growth

1.37%

Fund Size (Cr.) - 912

Invest
View More

Introduction

There are many different reasons why someone should invest in a Focused fund.View More

The first is to invest in companies with strong management teams and strong fundamentals.
The second is to invest in companies that pay out a large portion of their income each year.
Third, one can consider investing in Focused funds with specific industries such as pharmaceuticals and basic materials. One can look at the fund’s performance over time to see how well the manager has done their job. Focused funds make some of the best investment decisions out of all the different funds.
Focused funds are often considered more stable and predictable than other investments. The fund does not have to deal with many stocks and sectors.
Focused funds are usually best for investors who want to invest in a limited number of sectors with the help of a team of high-calibre investment managers. The emphasis is placed on the Focused fund manager’s expertise, skills, and knowledge and his ability to manage that specific industry. The fund manager must identify stocks and industries that will perform well against the market trends.
In addition, being focused on one type of industry allows you to track performance more closely than focusing on many different industries. This lets you get an idea of how well the fund manager is replicating the market and how much risk it would be to invest in that particular Focused fund.

Popular Focused Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 10,093
  • 3Y Return
  • 22.99%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 3,080
  • 3Y Return
  • 22.29%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 14,330
  • 3Y Return
  • 21.53%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,785
  • 3Y Return
  • 19.28%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 1,743
  • 3Y Return
  • 19.28%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 2,667
  • 3Y Return
  • 18.78%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 165
  • 3Y Return
  • 18.38%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 2,551
  • 3Y Return
  • 18.16%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 35,571
  • 3Y Return
  • 17.90%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 912
  • 3Y Return
  • 17.89%

Other Calculators

FAQs

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.

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.

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.

 

You can invest in your selected focused mutual fund through a SIP. You can log in to your Upstox account for more details.

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.

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%.

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.

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