Focused Mutual Funds

Find here some best Focused fund to invest

Annual Returns 15.25%
Average Risk High
Total Funds 26

What is Focused Mutual Fund?

Focused mutual funds are focused on investing in a comparatively small type of stocks. Instead of focusing on a diversified mix up of companies according to market capitalisation, this fund is more limited to choose a certain number of stocks in a limited sector. Focused equity funds strategically invest in stocks of 20-30 companies only, unlike some of the other mutual funds which hold stocks of more than 100 companies in the portfolio.

Top Performing Focused Funds in India for High Returns

Returns

SIP Returns

Risk

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NAV Details

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
NIFTY 50			-0.96%	-3.19%	1.99%	6.76%	4.54%	-0.15%	12.35%	13.07%	17.45%	11.40%
Bandhan Focused Fund - Regular Plan - Growth	1946.70	19 years	-1.24%	0.31%	7.15%	7.38%	-1.48%	10.36%	21.82%	19.01%	18.97%	12.38%	Invest
HDFC Focused Fund - GROWTH PLAN	20868.27	20 years	-0.73%	-1.61%	3.25%	9.79%	5.75%	6.71%	23.2%	23.66%	27.83%	14.05%	Invest
Canara Robeco Focused Fund - Regular Plan - Growth Option	2743.48	4 years	-0.55%	-1.92%	5.92%	9.78%	2.74%	6.2%	19.8%	18.52%	-	-	Invest
INVESCO INDIA FOCUSED FUND - Growth	4153.39	4 years	-1.86%	-1.04%	6.2%	10.76%	-2.2%	6.08%	31.66%	24.95%	-	-	Invest
Mirae Asset Focused Fund Regular Plan Growth	8084.40	6 years	-1.08%	0.11%	7.13%	9.05%	1.7%	5.7%	13.22%	12.25%	17.93%	-	Invest
ICICI Prudential Focused Equity Fund - Growth	12243.51	16 years	-0.75%	-1.69%	4.78%	12.61%	7.56%	4.95%	23.4%	22.88%	24.71%	14.88%	Invest
SBI Focused Fund - Regular Plan -Growth	38610.43	20 years	-1.97%	-2.67%	3.93%	8.49%	18.6%	4.9%	15.75%	16.06%	19.74%	14.42%	Invest
Axis Focused Fund - Regular Plan - Growth Option	13024.65	13 years	-1.61%	-2.15%	4.08%	9.78%	3.59%	3.03%	13.79%	10.39%	14.04%	11.68%	Invest
DSP Focused Fund - Regular Plan - Growth	2627.60	15 years	-1.01%	-1.19%	3.98%	9.59%	11.85%	2.94%	20.33%	18.79%	19.15%	11.71%	Invest
ITI Focused Equity Fund Regular - Growth	538.10	2 years	-0.52%	-1.85%	6.61%	11.53%	2.48%	1.48%	21.96%	-	-	-	Invest
HSBC Focused Fund - Regular Growth	1720.83	5 years	-1.07%	-0.37%	8.45%	7.4%	-2.45%	1.36%	17.68%	17.22%	20.2%	-	Invest
Nippon India Focused Fund - Growth Plan -Growth Option	8787.60	18 years	-1.26%	-2.04%	5.7%	11.67%	14.35%	0.43%	16.35%	15.47%	23.31%	13.39%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	8054.66	19 years	-1.24%	-3.79%	2.38%	6.41%	14.26%	0.41%	17.38%	16.17%	18.99%	12.25%	Invest
Kotak Focused Fund- Regular plan _ Growth Option	3707.11	6 years	-0.99%	-1.6%	6.56%	10.57%	4.55%	0.24%	17.59%	16.15%	19.83%	-	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	3707.11	6 years	-0.99%	-1.6%	6.56%	10.57%	4.55%	0.24%	17.59%	16.15%	19.83%	-	Invest
Franklin India Focused Equity Fund - Growth Plan	12536.45	18 years	-0.48%	-1.02%	4.71%	8.67%	14.11%	-	16.94%	17.8%	24.21%	13.61%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	1000.94	2 years	-1.85%	-3.59%	2.64%	4.22%	-1.75%	-1.13%	17.46%	-	-	-	Invest
UTI Focused Fund- Regular Plan - Growth Option	2672.76	3 years	-1.29%	-2.94%	2.81%	6.2%	2.76%	-2.83%	15.12%	15.16%	-	-	Invest
TATA Focused Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option	1847.49	5 years	-0.69%	-1.65%	3.39%	5.33%	-3.6%	-2.84%	15.8%	16.24%	20.53%	-	Invest
Tata Focused Fund-Regular Plan-Growth	1847.49	5 years	-0.69%	-1.65%	3.39%	5.33%	-3.6%	-2.84%	15.8%	16.24%	20.53%	-	Invest
IDBI Focused 30 Equity Fund - Growth Regular	170.68	7 years	-3.79%	-4.59%	3.13%	6.21%	10.25%	-3.93%	12.25%	12.61%	16.71%	-	Invest
360 ONE Focused Fund Regular-Growth	7592.68	10 years	-1.8%	-1.42%	4.2%	8.08%	3.07%	-4.45%	16.05%	17.93%	21.78%	15.58%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	2186.31	4 years	-1.55%	-2.77%	1.47%	6.34%	2.58%	-4.46%	20.44%	20.43%	-	-	Invest
Jm Focused Fund - Growth Option	227.74	17 years	-0.9%	-2.55%	4.23%	2.83%	-5.76%	-5.98%	17.88%	19.47%	20.04%	12.45%	Invest
Quant Focused Fund-Growth	1063.56	16 years	-0.58%	-3.26%	3.99%	4.55%	0.18%	-9.61%	14.68%	16.86%	22.31%	13.89%	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1563.58	12 years	-1.86%	0.42%	11.17%	8.25%	12.78%	-9.69%	9.68%	11%	13.77%	10%	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Jul-2025	Jul-2025	Jun-2025	May-2025	Apr-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024

Fund Name	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Bandhan Focused Fund - Regular Plan - Growth	1946.70	Average	7.64%	10.09%	17.54%	20.82%	17.87%	14.83%	12.24%	Invest
HDFC Focused Fund - GROWTH PLAN	20868.27	Average	4.36%	10.45%	17.65%	21.84%	24.08%	18.09%	14.62%	Invest
Canara Robeco Focused Fund - Regular Plan - Growth Option	2743.48	Average	6.04%	9.88%	15.77%	18.6%	-	-	17.4%	Invest
INVESCO INDIA FOCUSED FUND - Growth	4153.39	Very High	6.88%	9.03%	21.05%	26.95%	-	-	22.83%	Invest
Mirae Asset Focused Fund Regular Plan Growth	8084.40	Very High	7.1%	9.69%	12.38%	13.6%	12.69%	-	14.8%	Invest
ICICI Prudential Focused Equity Fund - Growth	12243.51	Very High	6.25%	12.47%	19.1%	23.07%	22.2%	18.34%	15.55%	Invest
SBI Focused Fund - Regular Plan -Growth	38610.43	Average	5.08%	11.38%	14.38%	16.9%	15.76%	15.57%	16.2%	Invest
Axis Focused Fund - Regular Plan - Growth Option	13024.65	Very High	5.54%	8.92%	12.22%	13.76%	10.77%	12.09%	12.81%	Invest
DSP Focused Fund - Regular Plan - Growth	2627.60	Average	4.58%	7.62%	14.58%	19.13%	17.1%	14.32%	13.65%	Invest
ITI Focused Equity Fund Regular - Growth	538.10	Very High	7.41%	10.64%	15.46%	-	-	-	16.59%	Invest
HSBC Focused Fund - Regular Growth	1720.83	Very High	7.34%	6.68%	11.83%	16.38%	16.34%	-	16.5%	Invest
Nippon India Focused Fund - Growth Plan -Growth Option	8787.60	Average	6.44%	10.38%	12.24%	15.65%	16.75%	15.71%	15.89%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	8054.66	Very High	2.86%	3.82%	11.67%	15.7%	15.48%	14.23%	13.71%	Invest
Kotak Focused Fund- Regular plan _ Growth Option	3707.11	Average	6.38%	9.07%	13.05%	16.15%	15.97%	-	16.99%	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	3707.11	Average	6.38%	9.07%	13.05%	16.15%	15.97%	-	16.99%	Invest
Franklin India Focused Equity Fund - Growth Plan	12536.45	Very High	5.72%	7.24%	12.22%	16.36%	18.21%	16.38%	16.56%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	1000.94	Very High	3.07%	1.48%	11.15%	-	-	-	16.26%	Invest
UTI Focused Fund- Regular Plan - Growth Option	2672.76	Very High	3.43%	2.58%	9.32%	14.15%	-	-	14.02%	Invest
TATA Focused Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option	1847.49	Average	3.09%	-0.81%	7.72%	13.5%	15.19%	-	16.71%	Invest
Tata Focused Fund-Regular Plan-Growth	1847.49	Average	3.09%	-0.81%	7.72%	13.5%	15.19%	-	16.71%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	170.68	Very High	5.68%	6.89%	10.65%	12.89%	13.25%	-	13.38%	Invest
360 ONE Focused Fund Regular-Growth	7592.68	Average	4.79%	5.84%	10.62%	15.67%	16.75%	17.6%	17.12%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	2186.31	Very High	2.8%	2.21%	11.08%	17.74%	-	-	18.69%	Invest
Jm Focused Fund - Growth Option	227.74	Very High	3.11%	-2.15%	7.15%	15.35%	16.77%	14.03%	13.3%	Invest
Quant Focused Fund-Growth	1063.56	Very High	4.06%	-0.08%	5.65%	12.84%	15.73%	15.72%	16.23%	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1563.58	Very High	10.83%	4.23%	5.79%	9.59%	10.23%	11.35%	11.79%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Bandhan Focused Fund - Regular Plan - Growth	Average	14.57%	2.46%	0.91%	1.05%	Invest
HDFC Focused Fund - GROWTH PLAN	Average	10.70%	8.24%	0.74%	1.75%	Invest
Canara Robeco Focused Fund - Regular Plan - Growth Option	Average	13.11%	2.50%	0.90%	1.16%	Invest
INVESCO INDIA FOCUSED FUND - Growth	Very High	15.05%	6.66%	0.95%	1.34%	Invest
Mirae Asset Focused Fund Regular Plan Growth	Very High	12.40%	-	0.81%	0.64%	Invest
ICICI Prudential Focused Equity Fund - Growth	Very High	13.47%	5.48%	0.92%	1.37%	Invest
SBI Focused Fund - Regular Plan -Growth	Average	12.03%	2.45%	0.7%	1.21%	Invest
Axis Focused Fund - Regular Plan - Growth Option	Very High	15.01%	-	0.97%	0.61%	Invest
DSP Focused Fund - Regular Plan - Growth	Average	14.04%	2.25%	0.94%	1.17%	Invest
ITI Focused Equity Fund Regular - Growth	Very High	-	-	-	-	Invest
HSBC Focused Fund - Regular Growth	Very High	15.56%	-	1.03%	0.93%	Invest
Nippon India Focused Fund - Growth Plan -Growth Option	Average	12.79%	-	0.92%	1%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	Very High	12.25%	0.33%	0.89%	1.12%	Invest
Kotak Focused Fund- Regular plan _ Growth Option	Average	12.95%	0.05%	0.90%	0.99%	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Average	12.95%	0.05%	0.90%	0.99%	Invest
Franklin India Focused Equity Fund - Growth Plan	Very High	11.81%	1.49%	0.88%	1.18%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	Very High	-	-	-	-	Invest
UTI Focused Fund- Regular Plan - Growth Option	Very High	13.89%	-	0.94%	0.93%	Invest
TATA Focused Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option	Average	13.69%	-	0.93%	0.92%	Invest
Tata Focused Fund-Regular Plan-Growth	Average	13.69%	-	0.93%	0.92%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	Very High	11.65%	-	0.94%	0.84%	Invest
360 ONE Focused Fund Regular-Growth	Average	12.84%	2.06%	0.88%	1.13%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	Very High	13.33%	3.68%	0.90%	1.23%	Invest
Jm Focused Fund - Growth Option	Very High	13.956%	3.8%	0.913%	0.801%	Invest
Quant Focused Fund-Growth	Very High	15.933%	1.751%	1.052%	0.641%	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	Very High	12.4%	-	1.11%	0.53%	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Bandhan Focused Fund - Regular Plan - Growth	₹100	₹1000	2.09%	Sumit Agrawal	16-Mar 2006	Invest
HDFC Focused Fund - GROWTH PLAN	₹100	₹100	1.67%	Roshi Jain	17-Sep 2004	Invest
Canara Robeco Focused Fund - Regular Plan - Growth Option	₹1000	₹5000	1.96%	Shridatta Bhandwaldar	17-May 2021	Invest
INVESCO INDIA FOCUSED FUND - Growth	₹500	₹1000	1.87%	Taher Badshah	29-Sep 2020	Invest
Mirae Asset Focused Fund Regular Plan Growth	₹500	₹5000	1.76%	Gaurav Misra	14-May 2019	Invest
ICICI Prudential Focused Equity Fund - Growth	₹500	₹5000	1.75%	Anish Tawakley	28-May 2009	Invest
SBI Focused Fund - Regular Plan -Growth	₹500	₹5000	1.57%	Rama Iyer Srinivasan	08-Oct 2004	Invest
Axis Focused Fund - Regular Plan - Growth Option	₹100	₹100	1.74%	Sachin Relekar	29-Jun 2012	Invest
DSP Focused Fund - Regular Plan - Growth	₹100	₹100	2.04%	Vinit Sambre	10-Jun 2010	Invest
ITI Focused Equity Fund Regular - Growth	₹500	₹5000	2.34%	Dhimant Shah	19-Jun 2023	Invest
HSBC Focused Fund - Regular Growth	₹500	₹5000	2.09%	Neelotpal Sahai	22-Jul 2020	Invest
Nippon India Focused Fund - Growth Plan -Growth Option	₹500	₹5000	1.84%	Vinay Sharma	26-Dec 2006	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	₹100	₹1000	1.82%	Kunal Sangoi	24-Oct 2005	Invest
Kotak Focused Fund- Regular plan _ Growth Option	₹100	₹100	1.9%	Arjun Khanna	16-Jul 2019	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	₹100	₹100	1.9%	Arjun Khanna	16-Jul 2019	Invest
Franklin India Focused Equity Fund - Growth Plan	₹500	₹5000	1.78%	Ajay Argal	26-Jul 2007	Invest
Edelweiss Focused Fund - Regular Plan - Growth	₹100	₹100	2.24%	Amit Vora	01-Aug 2022	Invest
UTI Focused Fund- Regular Plan - Growth Option	₹500	₹5000	1.98%	Vishal Chopda	25-Aug 2021	Invest
TATA Focused Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option	₹100	₹5000	2.04%	Mr. Rupesh Patel	05-Dec 2019	Invest
Tata Focused Fund-Regular Plan-Growth	₹100	₹5000	2.04%	Meeta Shetty	05-Dec 2019	Invest
IDBI Focused 30 Equity Fund - Growth Regular	₹1000	₹5000	2.52%	Alok Ranjan	17-Nov 2017	Invest
360 ONE Focused Fund Regular-Growth	₹1000	₹1000	1.78%	Mayur Patel	24-Oct 2014	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	₹500	₹1000	2.02%	Krishna Sanghavi	17-Nov 2020	Invest
Jm Focused Fund - Growth Option	₹100	₹1000	2.38%	Asit Bhandarkar	05-Mar 2008	Invest
Quant Focused Fund-Growth	₹1000	₹5000	2.18%	Sanjeev Sharma	29-Aug 2008	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	₹500	₹500	2.15%	Ankush Sood	13-May 2013	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Bandhan Focused Fund - Regular Plan - Growth	88.595 (30-07-2025)	88.235 (29-07-2025)	0.41%	91.785	75.133	Invest
HDFC Focused Fund - GROWTH PLAN	228.426 (30-07-2025)	228.35 (29-07-2025)	0.03%	232.089	201.452	Invest
Canara Robeco Focused Fund - Regular Plan - Growth Option	19.9800 (30-07-2025)	19.8700 (29-07-2025)	0.55%	20.51	17.03	Invest
INVESCO INDIA FOCUSED FUND - Growth	28.55 (30-07-2025)	28.42 (29-07-2025)	0.46%	29.65	24.39	Invest
Mirae Asset Focused Fund Regular Plan Growth	26.050 (30-07-2025)	25.947 (29-07-2025)	0.4%	26.777	22.038	Invest
ICICI Prudential Focused Equity Fund - Growth	91.76 (30-07-2025)	91.37 (29-07-2025)	0.43%	92.97	77.02	Invest
SBI Focused Fund - Regular Plan -Growth	349.7492 (29-07-2025)	347.7646 (28-07-2025)	0.57%	357.867	306.642	Invest
Axis Focused Fund - Regular Plan - Growth Option	55.15 (30-07-2025)	55.09 (29-07-2025)	0.11%	58.15	47.51	Invest
DSP Focused Fund - Regular Plan - Growth	54.718 (30-07-2025)	54.545 (29-07-2025)	0.32%	56.839	47.643	Invest
ITI Focused Equity Fund Regular - Growth	15.2597 (30-07-2025)	15.1688 (29-07-2025)	0.6%	15.5421	12.5823	Invest
HSBC Focused Fund - Regular Growth	25.2132 (30-07-2025)	25.0524 (29-07-2025)	0.64%	26.4385	20.9083	Invest
Nippon India Focused Fund - Growth Plan -Growth Option	121.2440 (30-07-2025)	121.2536 (29-07-2025)	-0.01%	126.484	103.941	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	140.0603 (30-07-2025)	139.6333 (29-07-2025)	0.31%	148.287	123.246	Invest
Kotak Focused Fund- Regular plan _ Growth Option	25.188 (30-07-2025)	25.112 (29-07-2025)	0.3%	26.411	21.547	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	25.188 (30-07-2025)	25.112 (29-07-2025)	0.3%	26.411	21.547	Invest
Franklin India Focused Equity Fund - Growth Plan	108.0966 (30-07-2025)	107.9760 (29-07-2025)	0.11%	115.079	94.1358	Invest
Edelweiss Focused Fund - Regular Plan - Growth	16.272 (30-07-2025)	16.215 (29-07-2025)	0.35%	17.465	14.352	Invest
UTI Focused Fund- Regular Plan - Growth Option	15.3975 (30-07-2025)	15.3214 (29-07-2025)	0.5%	16.9563	13.6047	Invest
TATA Focused Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option	23.1304 (30-07-2025)	23.0034 (29-07-2025)	0.55%	25.5196	20.3697	Invest
Tata Focused Fund-Regular Plan-Growth	23.1304 (30-07-2025)	23.0034 (29-07-2025)	0.55%	25.5196	20.3697	Invest
IDBI Focused 30 Equity Fund - Growth Regular	21.2634 (30-07-2025)	21.1824 (29-07-2025)	0.38%	23.2911	18.298	Invest
360 ONE Focused Fund Regular-Growth	46.9110 (30-07-2025)	46.8374 (29-07-2025)	0.16%	50.2287	41.5103	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	26.2928 (30-07-2025)	26.2208 (29-07-2025)	0.27%	28.3813	23.5493	Invest
Jm Focused Fund - Growth Option	19.4755 (30-07-2025)	19.4296 (29-07-2025)	0.24%	21.565	17.3182	Invest
Quant Focused Fund-Growth	85.6576 (30-07-2025)	85.1816 (29-07-2025)	0.56%	97.2161	74.8681	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	43.4913 (30-07-2025)	43.5534 (29-07-2025)	-0.14%	51.7443	35.3796	Invest

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Interest Earned ₹6,145

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Mirae Asset Focused Fund Regular Plan Growth 3Y Returns 12.25% VS

Canara Robeco Focused Fund - Regular Plan - Growth Option 3Y Returns 18.52%

Kotak Focused Fund- Regular plan _ Growth Option 3Y Returns 16.15% VS

Canara Robeco Focused Fund - Regular Plan - Growth Option 3Y Returns 18.52%

DSP Focused Fund - Regular Plan - Growth 3Y Returns 18.79% VS

Canara Robeco Focused Fund - Regular Plan - Growth Option 3Y Returns 18.52%

Mahindra Manulife Focused Fund - Regular Plan - Growth 3Y Returns 20.43% VS

INVESCO INDIA FOCUSED FUND - Growth 3Y Returns 24.95%

Frequently Asked Questions

Who should invest in Focused Mutual Funds?

Focused funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in Focused funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by Focused companies?

The fund manager of Focused fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in Focused funds?

Focused funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are Focused funds?

Focused funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Focused funds.

Are Focused Funds for long term investment?

Yes, Focused funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Focused mutual funds.

What is the benchmark of Focused Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Focused funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on Focused Mutual Funds?

Focused funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.