Who should Invest in Focused funds?
There are many different reasons why someone should invest in a Focused fund. View More
Features of Focused funds:
The most important feature of Focused funds is their ability to manage volatility. Volatility is a measure of the stock price fluctuations, which can be good or bad for investors. For example, if a company has high volatility, the earnings per share can often change significantly from one earnings report to the next. View More
Factors to consider while investing in Focused Funds
Here is a list of factors you can consider before investing in focused funds. View More
Taxability of Focused funds
The taxability of Focused funds depends on the sector and type of investment being made; it may not necessarily be taxed at the standard capital gains rate. View More
Risks Involved with Focused funds
Although Focused funds can offer certain advantages over other funds, investors need to know how exposed they are to specific sectors. Investors should also remember that a single investment can dramatically affect the overall performance of their fund. View More
Advantages of Focused funds
Focused funds allow an investor to have a diversified position in only one or two sectors. These types of funds are best Focused funds can be beautiful to an investor looking for better diversification. However, it is also important to remember that Focused funds mutual funds are View More
Popular Focused Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Focused Fund – Direct Growth 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 ₹367 Crores, this scheme's latest NAV is ₹70.3906 as of 27-09-23.
Quant Focused Fund – Direct Growth scheme has delivered a return performance of 17.3% in the last 1 year, 29.3% in the last 3 years, and an 17.3% 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.)
- ₹367
- 3Y Return
- 17.3%
Nippon India Focused Equity Fund – Direct Growth 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 ₹6,976 Crores, this scheme's latest NAV is ₹102.3994 as of 27-09-23.
Nippon India Focused Equity Fund – Direct Growth scheme has delivered a return performance of 20.3% in the last 1 year, 29.7% in the last 3 years, and an 17.9% 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.)
- ₹6,976
- 3Y Return
- 20.3%
360 ONE Focused Equity Fund – Direct Growth 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 ₹4,437 Crores, this scheme's latest NAV is ₹39.8646 as of 27-09-23.
360 ONE Focused Equity Fund – Direct Growth scheme has delivered a return performance of 24% in the last 1 year, 27.3% in the last 3 years, and an 16.7% 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.)
- ₹4,437
- 3Y Return
- 24%
Union Focused Fund – Direct Growth 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 ₹354 Crores, this scheme's latest NAV is ₹21.13 as of 27-09-23.
Union Focused Fund – Direct Growth scheme has delivered a return performance of 16.6% in the last 1 year, 23.3% in the last 3 years, and an 19.6% 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.)
- ₹354
- 3Y Return
- 16.6%
ICICI Pru Focused Equity Fund – Direct Growth 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 ₹4,854 Crores, this scheme's latest NAV is ₹67.4 as of 27-09-23.
ICICI Pru Focused Equity Fund – Direct Growth scheme has delivered a return performance of 24.3% in the last 1 year, 27.4% in the last 3 years, and an 14.8% 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.)
- ₹4,854
- 3Y Return
- 24.3%
Sundaram Focused Fund – Direct Growth 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 ₹908 Crores, this scheme's latest NAV is ₹136.1738 as of 27-09-23.
Sundaram Focused Fund – Direct Growth scheme has delivered a return performance of 19.3% in the last 1 year, 25% in the last 3 years, and an 14.6% 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.)
- ₹908
- 3Y Return
- 19.3%
HDFC Focused 30 Fund – Direct Growth 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 ₹6,166 Crores, this scheme's latest NAV is ₹170.874 as of 27-09-23.
HDFC Focused 30 Fund – Direct Growth scheme has delivered a return performance of 25.1% in the last 1 year, 35.1% in the last 3 years, and an 14.4% 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.)
- ₹6,166
- 3Y Return
- 25.1%
Franklin India Focused Equity Fund – Direct Growth 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 ₹9,359 Crores, this scheme's latest NAV is ₹89.0653 as of 27-09-23.
Franklin India Focused Equity Fund – Direct Growth scheme has delivered a return performance of 19.5% in the last 1 year, 32.9% in the last 3 years, and an 18.3% 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.)
- ₹9,359
- 3Y Return
- 19.5%
SBI Focused Equity Fund – Direct Growth 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 ₹29,473 Crores, this scheme's latest NAV is ₹290.4102 as of 27-09-23.
SBI Focused Equity Fund – Direct Growth scheme has delivered a return performance of 15.9% in the last 1 year, 24.3% in the last 3 years, and an 15.4% 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.)
- ₹29,473
- 3Y Return
- 15.9%
Kotak Focused Equity Fund – Direct Growth 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 ₹2,749 Crores, this scheme's latest NAV is ₹19.776 as of 27-09-23.
Kotak Focused Equity Fund – Direct Growth scheme has delivered a return performance of 16.1% in the last 1 year, 24% in the last 3 years, and an 17.6% 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.)
- ₹2,749
- 3Y Return
- 16.1%
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%.