Focused Mutual Funds

Find here some best Focused fund to invest

Annual Returns 12.75%
Average Risk High
Total Funds 24

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

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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			0.70%	3.15%	4.67%	-0.02%	2.50%	7.66%	16.00%	12.45%	19.79%	11.51%
HDFC Focused 30 Fund - GROWTH PLAN	15687.54	20 years	-0.29%	3.37%	6.34%	1.23%	2.42%	15.58%	27.58%	23.55%	30.36%	14.47%	Invest
ICICI Prudential Focused Equity Fund - Growth	10064.52	15 years	0.65%	4.36%	7.47%	0.08%	2.65%	14.45%	29.05%	22.1%	28.2%	14.32%	Invest
DSP Focus Fund - Regular Plan - Growth	2392.95	14 years	-0.66%	1.92%	5.4%	-1.91%	-0.03%	13.7%	26.82%	18%	21.78%	12.01%	Invest
BANDHAN Focused Equity Fund - Regular Plan - Growth	1745.69	19 years	0.01%	3.92%	0.22%	-3.84%	-8.05%	12.31%	24.39%	16.51%	21.43%	11.67%	Invest
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	2440.7	3 years	0.16%	2.35%	3.65%	-2.49%	-3%	10.42%	22.34%	17.23%	-	-	Invest
SBI Focused Equity Fund - Regular Plan -Growth	34678	20 years	-0.43%	2.6%	3.09%	0.34%	1.22%	10.09%	20.52%	14.01%	21.15%	14.1%	Invest
INVESCO INDIA FOCUSED FUND - Growth	3360.52	4 years	-0.34%	3.08%	4.29%	-4.97%	-7.91%	10.03%	35.78%	21.78%	-	-	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	7353.75	19 years	1.52%	3.77%	3.93%	-2.26%	0.33%	9.79%	22.24%	15.6%	21.83%	12.49%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	896.98	2 years	0.08%	3.33%	1.54%	-3.64%	-4.27%	9.53%	22.67%	-	-	-	Invest
Mirae Asset Focused Fund Regular Plan Growth	7663.56	5 years	0.26%	3.84%	1.79%	-4.75%	-5.08%	9.34%	14.81%	9.08%	20.84%	-	Invest
Nippon India Focused Equity Fund -Growth Plan -Growth Option	7874.78	18 years	-0.61%	3.84%	5.65%	-2.4%	0.24%	7.91%	19.85%	13.91%	25.52%	13.4%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	133.99	7 years	-0.9%	5.17%	2.99%	-2.65%	-1.53%	7.87%	14.85%	11.53%	19.18%	-	Invest
ITI Focused Equity Fund Regular - Growth	482.56	1 years	0.05%	2.86%	4.61%	-3.13%	-3.87%	7.52%	-	-	-	-	Invest
Axis Focused Fund - Regular Plan - Growth Option	12349.87	12 years	-0.36%	3.68%	5.48%	-1.78%	-0.47%	6.78%	17.35%	8.09%	15.71%	12.01%	Invest
UTI Focused Fund- Regular Plan - Growth Option	2563.25	3 years	0.25%	3.28%	3.3%	-3.56%	-0.05%	6.49%	20.53%	15.74%	-	-	Invest
Kotak Focused Equity Fund- Regular plan _ Growth Option	3348.54	5 years	-	2.76%	3.76%	-3.6%	-1.88%	6.26%	19.42%	13.77%	21.63%	-	Invest
Franklin India Focused Equity Fund - Growth Plan	11553.45	17 years	0.33%	4.28%	3.78%	-2.68%	-2.25%	5.78%	21.8%	17.35%	26.13%	13.4%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	1883.51	4 years	0.46%	3.26%	4.8%	-1.88%	1.1%	5.67%	25.98%	19.74%	-	-	Invest
Tata Focused Equity Fund-Regular Plan-Growth	1739.42	5 years	0.18%	3.11%	1.88%	-6.55%	-6.76%	4.75%	20.01%	14.69%	22.98%	-	Invest
360 ONE Focused Equity Fund Regular-Growth	6885.21	10 years	-1.02%	2.08%	3.72%	-4.03%	-1.09%	3.82%	20.24%	16.41%	24.2%	15.4%	Invest
HSBC Focused Fund - Regular Growth	1627.93	4 years	-1.83%	2.7%	-0.97%	-7.61%	-10.05%	1.81%	19.45%	14.28%	-	-	Invest
Jm Focused Fund - Growth Option	227.74	17 years	-1.3%	0.05%	-1.35%	-9.55%	-9.59%	0.27%	23.64%	18.2%	21.16%	12.55%	Invest
Quant Focused Fund-Growth	1063.56	16 years	0.17%	2.83%	0.53%	-7.99%	-3.67%	-5.12%	19.94%	13.75%	24.72%	14%	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1503.81	11 years	-0.71%	2.09%	-2.63%	-16.91%	-12.88%	-8.1%	9.12%	8.38%	13.62%	9.59%	Invest

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

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

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

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
HDFC Focused 30 Fund - GROWTH PLAN	15687.54	Very High	4.06%	6.97%	20.11%	23.34%	25.49%	17.85%	14.57%	Invest
ICICI Prudential Focused Equity Fund - Growth	10064.52	Very High	4.76%	4.92%	19.81%	23.08%	22.46%	17.78%	15.32%	Invest
DSP Focus Fund - Regular Plan - Growth	2392.95	Low to Moderate	3.01%	1.85%	16.02%	19.59%	17.45%	13.95%	13.5%	Invest
BANDHAN Focused Equity Fund - Regular Plan - Growth	1745.69	Very High	-1.37%	-1.57%	14.23%	18.28%	16.56%	13.74%	11.77%	Invest
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	2440.7	Very High	0.91%	-0.22%	13.62%	17.04%	-	-	15.8%	Invest
SBI Focused Equity Fund - Regular Plan -Growth	34678	Very High	2.86%	3.76%	13.38%	15.99%	15.77%	15.16%	16.07%	Invest
INVESCO INDIA FOCUSED FUND - Growth	3360.52	Very High	-0.05%	-2.08%	21.92%	25.76%	-	-	21.77%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	7353.75	Very High	1.86%	-0.34%	13.1%	16.25%	16.21%	14.03%	13.67%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	896.98	Very High	0.53%	-3.5%	12.91%	-	-	-	16.68%	Invest
Mirae Asset Focused Fund Regular Plan Growth	7663.56	Very High	-0.06%	-2.29%	7.75%	10.36%	11.79%	-	13.38%	Invest
Nippon India Focused Equity Fund -Growth Plan -Growth Option	7874.78	Very High	2.93%	-1.92%	9.79%	13.81%	16.74%	14.98%	15.61%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	133.99	Very High	2.49%	-2.72%	8.56%	11.55%	13%	-	12.73%	Invest
ITI Focused Equity Fund Regular - Growth	482.56	Very High	1.31%	-3.06%	-	-	-	-	12.4%	Invest
Axis Focused Fund - Regular Plan - Growth Option	12349.87	Very High	2.91%	0.66%	10.37%	12.12%	10.27%	11.59%	12.48%	Invest
UTI Focused Fund- Regular Plan - Growth Option	2563.25	Very High	1.58%	-4.55%	9.79%	14.42%	-	-	13.68%	Invest
Kotak Focused Equity Fund- Regular plan _ Growth Option	3348.54	Very High	1.3%	-4.39%	10.26%	14.05%	15.32%	-	15.86%	Invest
Franklin India Focused Equity Fund - Growth Plan	11553.45	Very High	1.11%	-4.33%	10.76%	15.45%	18.47%	15.76%	16.35%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	1883.51	Very High	2.16%	-2.93%	14.62%	19.65%	-	-	19.42%	Invest
Tata Focused Equity Fund-Regular Plan-Growth	1739.42	Very High	-0.75%	-7.56%	8.76%	14.09%	16.16%	-	16.81%	Invest
360 ONE Focused Equity Fund Regular-Growth	6885.21	Very High	1.5%	-5.1%	9.92%	15.49%	17.22%	17.24%	16.9%	Invest
HSBC Focused Fund - Regular Growth	1627.93	Very High	-1.84%	-8.13%	8.05%	13.81%	-	-	14.6%	Invest
Jm Focused Fund - Growth Option	227.74	Very High	-2.88%	-11.99%	8.18%	16.04%	17.18%	13.72%	13.15%	Invest
Quant Focused Fund-Growth	1063.56	Very High	-0.64%	-13.26%	5.42%	12.42%	16.2%	15.32%	16.09%	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1503.81	Very High	-4.94%	-23.38%	-4.51%	2.95%	6.68%	9.37%	10.27%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
HDFC Focused 30 Fund - GROWTH PLAN	Very High	11.245%	9.571%	0.756%	1.3%	Invest
ICICI Prudential Focused Equity Fund - Growth	Very High	13.632%	5.238%	0.899%	0.826%	Invest
DSP Focus Fund - Regular Plan - Growth	Low to Moderate	14.04%	2.28%	0.97%	0.58%	Invest
BANDHAN Focused Equity Fund - Regular Plan - Growth	Very High	15.285%	1.046%	0.931%	0.477%	Invest
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	Very High	12.67%	1.157%	0.868%	0.644%	Invest
SBI Focused Equity Fund - Regular Plan -Growth	Very High	12.03%	-	0.73%	0.39%	Invest
INVESCO INDIA FOCUSED FUND - Growth	Very High	15.823%	5.017%	0.973%	0.731%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	Very High	12.25%	-	0.89%	0.46%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	Very High	-	-	-	-	Invest
Mirae Asset Focused Fund Regular Plan Growth	Very High	12.237%	-	0.812%	0.078%	Invest
Nippon India Focused Equity Fund -Growth Plan -Growth Option	Very High	12.79%	-	0.9%	0.4%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	Very High	11.65%	-	0.92%	0.14%	Invest
ITI Focused Equity Fund Regular - Growth	Very High	-	-	-	-	Invest
Axis Focused Fund - Regular Plan - Growth Option	Very High	15.748%	-	0.984%	-	Invest
UTI Focused Fund- Regular Plan - Growth Option	Very High	13.63%	0.08%	0.916%	0.547%	Invest
Kotak Focused Equity Fund- Regular plan _ Growth Option	Very High	13.295%	-	0.898%	0.368%	Invest
Franklin India Focused Equity Fund - Growth Plan	Very High	11.81%	1.68%	0.87%	0.58%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	Very High	13.605%	3.938%	0.932%	0.843%	Invest
Tata Focused Equity Fund-Regular Plan-Growth	Very High	14.255%	-	0.995%	0.518%	Invest
360 ONE Focused Equity Fund Regular-Growth	Very High	13.676%	-	0.943%	0.506%	Invest
HSBC Focused Fund - Regular Growth	Very High	16.134%	-	1.037%	0.335%	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%	-	1.04%	0.06%	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
HDFC Focused 30 Fund - GROWTH PLAN	₹100	₹100	1.67%	Roshi Jain	17-Sep 2004	Invest
ICICI Prudential Focused Equity Fund - Growth	₹500	₹5000	1.75%	Anish Tawakley	28-May 2009	Invest
DSP Focus Fund - Regular Plan - Growth	₹100	₹100	2.03%	Vinit Sambre	10-Jun 2010	Invest
BANDHAN Focused Equity Fund - Regular Plan - Growth	₹100	₹1000	2.09%	Sumit Agrawal	16-Mar 2006	Invest
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	₹1000	₹5000	1.96%	Shridatta Bhandwaldar	17-May 2021	Invest
SBI Focused Equity Fund - Regular Plan -Growth	₹500	₹5000	1.57%	Rama Iyer Srinivasan	08-Oct 2004	Invest
INVESCO INDIA FOCUSED FUND - Growth	₹500	₹1000	1.87%	Taher Badshah	29-Sep 2020	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	₹100	₹1000	1.82%	Kunal Sangoi	24-Oct 2005	Invest
Edelweiss Focused Fund - Regular Plan - Growth	₹100	₹100	2.24%	Amit Vora	01-Aug 2022	Invest
Mirae Asset Focused Fund Regular Plan Growth	₹500	₹5000	1.76%	Gaurav Misra	14-May 2019	Invest
Nippon India Focused Equity Fund -Growth Plan -Growth Option	₹500	₹5000	1.86%	Vinay Sharma	26-Dec 2006	Invest
IDBI Focused 30 Equity Fund - Growth Regular	₹1000	₹5000	2.52%	Alok Ranjan	17-Nov 2017	Invest
ITI Focused Equity Fund Regular - Growth	₹500	₹5000	2.34%	Dhimant Shah	19-Jun 2023	Invest
Axis Focused Fund - Regular Plan - Growth Option	₹100	₹100	1.74%	Sachin Relekar	29-Jun 2012	Invest
UTI Focused Fund- Regular Plan - Growth Option	₹500	₹5000	1.98%	Vishal Chopda	25-Aug 2021	Invest
Kotak Focused Equity Fund- Regular plan _ Growth 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
Mahindra Manulife Focused Fund - Regular Plan - Growth	₹500	₹1000	2.02%	Krishna Sanghavi	17-Nov 2020	Invest
Tata Focused Equity Fund-Regular Plan-Growth	₹100	₹5000	2.04%	Meeta Shetty	05-Dec 2019	Invest
360 ONE Focused Equity Fund Regular-Growth	₹1000	₹1000	1.78%	Mayur Patel	24-Oct 2014	Invest
HSBC Focused Fund - Regular Growth	₹500	₹5000	2.09%	Neelotpal Sahai	22-Jul 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	2.04%	Ankush Sood	13-May 2013	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
HDFC Focused 30 Fund - GROWTH PLAN	221.462 (30-04-2025)	221.17 (29-04-2025)	0.13%	228.875	188.396	Invest
ICICI Prudential Focused Equity Fund - Growth	87.41 (30-04-2025)	87.20 (29-04-2025)	0.24%	92.97	74.87	Invest
DSP Focus Fund - Regular Plan - Growth	52.053 (30-04-2025)	52.458 (29-04-2025)	-0.77%	56.839	45.4	Invest
BANDHAN Focused Equity Fund - Regular Plan - Growth	82.184 (30-04-2025)	82.348 (29-04-2025)	-0.2%	91.785	70.464	Invest
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	18.6600 (30-04-2025)	18.7600 (29-04-2025)	-0.53%	20.51	16.34	Invest
SBI Focused Equity Fund - Regular Plan -Growth	334.8136 (29-04-2025)	334.6095 (28-04-2025)	0.06%	348.06	297.784	Invest
INVESCO INDIA FOCUSED FUND - Growth	26.65 (30-04-2025)	26.76 (29-04-2025)	-0.41%	29.65	23.15	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	135.9845 (30-04-2025)	136.3879 (29-04-2025)	-0.3%	148.287	119.921	Invest
Edelweiss Focused Fund - Regular Plan - Growth	15.749 (30-04-2025)	15.798 (29-04-2025)	-0.31%	17.465	14.045	Invest
Mirae Asset Focused Fund Regular Plan Growth	24.210 (30-04-2025)	24.219 (29-04-2025)	-0.04%	26.777	21.334	Invest
Nippon India Focused Equity Fund -Growth Plan -Growth Option	114.2954 (30-04-2025)	114.7141 (29-04-2025)	-0.36%	126.484	103.573	Invest
IDBI Focused 30 Equity Fund - Growth Regular	20.2963 (30-04-2025)	20.5405 (29-04-2025)	-1.19%	23.2911	18.298	Invest
ITI Focused Equity Fund Regular - Growth	14.1326 (30-04-2025)	14.2284 (29-04-2025)	-0.67%	15.5421	12.5823	Invest
Axis Focused Fund - Regular Plan - Growth Option	52.69 (30-04-2025)	52.93 (29-04-2025)	-0.45%	58.15	47.51	Invest
UTI Focused Fund- Regular Plan - Growth Option	14.8733 (30-04-2025)	14.9029 (29-04-2025)	-0.2%	16.9563	13.6047	Invest
Kotak Focused Equity Fund- Regular plan _ Growth Option	23.586 (30-04-2025)	23.567 (29-04-2025)	0.08%	26.411	21.547	Invest
Franklin India Focused Equity Fund - Growth Plan	103.6608 (30-04-2025)	103.1208 (29-04-2025)	0.52%	115.079	94.1358	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	25.7456 (30-04-2025)	25.8411 (29-04-2025)	-0.37%	28.3813	23.5493	Invest
Tata Focused Equity Fund-Regular Plan-Growth	22.1826 (30-04-2025)	22.2494 (29-04-2025)	-0.3%	25.5196	20.3697	Invest
360 ONE Focused Equity Fund Regular-Growth	44.7926 (30-04-2025)	44.9477 (29-04-2025)	-0.35%	50.2287	41.5103	Invest
HSBC Focused Fund - Regular Growth	22.9656 (30-04-2025)	23.0997 (29-04-2025)	-0.58%	26.4385	20.9083	Invest
Jm Focused Fund - Growth Option	18.5921 (30-04-2025)	18.6403 (29-04-2025)	-0.26%	21.565	17.3182	Invest
Quant Focused Fund-Growth	81.3796 (30-04-2025)	81.9107 (29-04-2025)	-0.65%	97.2161	74.8681	Invest
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	38.5957 (30-04-2025)	39.1781 (29-04-2025)	-1.49%	51.7443	35.3796	Invest

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INVESCO INDIA FOCUSED FUND - Growth 3Y Returns 21.78% VS

ICICI Prudential Focused Equity Fund - Growth 3Y Returns 22.1%

Quant Focused Fund-Growth 3Y Returns 13.75% VS

Mahindra Manulife Focused Fund - Regular Plan - Growth 3Y Returns 19.74%

Axis Focused Fund - Regular Plan - Growth Option 3Y Returns 8.09% VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 3Y Returns 17.23%

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 3Y Returns 8.38% VS

Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 3Y Returns 17.23%

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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.