Focused Mutual Funds

Find here some best Focused fund to invest

Annual Returns 14.06%
Average Risk High
Total Funds 27

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

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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			-1.00%	-0.11%	-0.40%	-4.68%	-8.17%	-3.39%	-1.70%	6.89%	8.84%	10.71%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1557.17	13 years	-0.57%	1.13%	10.39%	19.35%	11.83%	12.26%	1.25%	11.04%	9.41%	11.44%	Invest
SBI Focused Fund - Regular Plan -Growth	47274.19	21 years	-1.16%	2.29%	2.17%	5.85%	2.77%	11.84%	8.8%	14.99%	12.82%	14.46%	Invest
Old Bridge Focused Fund Regular Plan Growth	3314.83	2 years	-1.75%	-1.75%	4.63%	5.31%	1.9%	9.25%	4.79%	-	-	-	Invest
Union Focused Fund Regular Plan Growth Option	428.83	6 years	-0.15%	2.04%	6.54%	12.74%	9.33%	9.07%	4.43%	11.27%	10.81%	-	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	4298.80	7 years	-0.89%	0.67%	3.65%	4.18%	-0.06%	8.47%	4.36%	14.4%	12.79%	-	Invest
Kotak Focused Fund- Regular plan _ Growth Option	4298.80	7 years	-0.89%	0.67%	3.65%	4.18%	-0.06%	8.47%	4.36%	14.4%	12.79%	-	Invest
Quant Focused Fund-Growth	840.38	17 years	-1.78%	0.91%	9.45%	14.35%	6.27%	8.36%	-1.36%	12.68%	12.57%	13.99%	Invest
ITI Focused Equity Fund Regular - Growth	579.50	3 years	-1.08%	-0.74%	3.99%	6.37%	1.73%	5.6%	5.24%	16.89%	-	-	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	7854.74	20 years	-0.33%	1.76%	2.97%	0.41%	-2.4%	4.98%	2.71%	13.07%	11.94%	12.13%	Invest
HSBC Focused Fund - Regular Growth	1723.44	6 years	-1.19%	0.31%	2.65%	5.74%	0.03%	4.86%	3.16%	13.06%	12.47%	-	Invest
ICICI Prudential Focused Equity Fund - Growth	17011.76	17 years	-1.03%	1.32%	3.5%	0.65%	-3.64%	3.67%	4.49%	16.64%	16.32%	14.19%	Invest
Jm Focused Fund - Growth Option	278.72	18 years	-0.21%	1.98%	4.26%	6.22%	-0.55%	3.34%	-1.22%	12.8%	13.81%	11.64%	Invest
360 ONE Focused Fund Regular-Growth	6580.08	11 years	-0.42%	0.76%	5.42%	6.07%	0.57%	1.9%	-0.85%	11.38%	11.82%	14.87%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	1030.20	3 years	-0.47%	-0.15%	1.11%	0.18%	-3.14%	1.57%	0.52%	12%	-	-	Invest
HDFC Focused Fund - GROWTH PLAN	27303.27	21 years	-0.34%	0.75%	2.64%	-0.4%	-3.12%	1.45%	4.08%	15.78%	18.3%	13.82%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	2176.76	5 years	-1.38%	-1.37%	0.36%	0.07%	-2.81%	1.33%	-1.59%	13.84%	14.11%	-	Invest
INVESCO INDIA FOCUSED FUND - Growth	5272.68	5 years	-0.45%	2.39%	9.76%	14.26%	6.81%	0.88%	4.02%	20.72%	15.32%	-	Invest
Tata Focused Fund-Regular Plan-Growth	1760.25	6 years	-0.51%	0.35%	1.45%	0.9%	-3.37%	0.66%	-1.22%	10.36%	10.78%	-	Invest
DSP Focused Fund - Regular Plan - Growth	2600.92	16 years	-0.94%	0.01%	4.09%	1.65%	-2.39%	0.65%	2.09%	13.41%	10.59%	11.28%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	163.45	8 years	-0.1%	0.5%	7.52%	7.87%	0.39%	0.33%	-0.85%	8.71%	9.73%	-	Invest

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

Fund Name	Jul-2026	Jun-2026	May-2026	Apr-2026	Mar-2026	Feb-2026	Jan-2026	Dec-2025	Nov-2025	Oct-2025	Sep-2025	Aug-2025

Fund Name	2026-Q3	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4

Fund Name	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

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
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	1557.17	High	9.11%	23.06%	11.95%	9.74%	10.52%	11.23%	11.71%	Invest
SBI Focused Fund - Regular Plan -Growth	47274.19	Low	3.44%	9.46%	10.67%	12.36%	13.52%	14.89%	15.86%	Invest
Old Bridge Focused Fund Regular Plan Growth	3314.83		3.81%	11.2%	8.01%	-	-	-	8.49%	Invest
Union Focused Fund Regular Plan Growth Option	428.83	Very Low	4.34%	10.7%	7.6%	8.21%	10.36%	-	13.14%	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	4298.80	Low	2.5%	5.1%	7.38%	9.8%	12.45%	-	14.72%	Invest
Kotak Focused Fund- Regular plan _ Growth Option	4298.80	Low	2.5%	5.1%	7.38%	9.8%	12.45%	-	14.72%	Invest
Quant Focused Fund-Growth	840.38	High	7.93%	16.57%	7.9%	7.76%	12.03%	14.72%	15.54%	Invest
ITI Focused Equity Fund Regular - Growth	579.50	High	3.14%	7.92%	7.91%	10.77%	-	-	11.5%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	7854.74	Low	1.65%	1.2%	3.22%	7.02%	10.87%	12.64%	13%	Invest
HSBC Focused Fund - Regular Growth	1723.44	High	2.27%	4.47%	4.75%	7.55%	11.58%	-	12.93%	Invest
ICICI Prudential Focused Equity Fund - Growth	17011.76	Low	2.33%	0.56%	4.49%	9.69%	15.06%	16.34%	14.39%	Invest
Jm Focused Fund - Growth Option	278.72	High	3.42%	1.66%	0.73%	4.07%	10.99%	11.84%	11.49%	Invest
360 ONE Focused Fund Regular-Growth	6580.08	Moderate	3.23%	4.3%	2.72%	5.39%	10.34%	14.87%	14.83%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	1030.20	Moderate	-0.43%	-2.59%	-0.1%	4.78%	-	-	9.14%	Invest
HDFC Focused Fund - GROWTH PLAN	27303.27	Low	0.96%	-2%	2.24%	7.71%	14.57%	15.87%	13.67%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	2176.76	Low	-1.02%	-2.64%	0.3%	4.95%	11.7%	-	13.08%	Invest
INVESCO INDIA FOCUSED FUND - Growth	5272.68	High	8.73%	12.17%	4.73%	10.12%	15.46%	-	16.04%	Invest
Tata Focused Fund-Regular Plan-Growth	1760.25	Moderate	0.55%	-2.4%	-0.81%	3.12%	8.73%	-	12.25%	Invest
DSP Focused Fund - Regular Plan - Growth	2600.92	High	2.22%	0.78%	1.71%	6.22%	11.27%	12.13%	12.25%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	163.45	Moderate	4.33%	4.31%	2.11%	4.63%	7.67%	-	10.54%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	High	19.21%	-	1.07%	0.30%	Invest
SBI Focused Fund - Regular Plan -Growth	Low	13.99%	3.83%	0.83%	0.67%	Invest
Old Bridge Focused Fund Regular Plan Growth		-	-	-	-	Invest
Union Focused Fund Regular Plan Growth Option	Very Low	14.26%	0.42%	0.87%	0.44%	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	Low	14.52%	2.58%	0.93%	0.61%	Invest
Kotak Focused Fund- Regular plan _ Growth Option	Low	14.52%	2.58%	0.93%	0.61%	Invest
Quant Focused Fund-Growth	High	19.41%	0.88%	1.18%	0.45%	Invest
ITI Focused Equity Fund Regular - Growth	High	16.32%	4.29%	1.02%	0.68%	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	Low	14.05%	1.20%	0.90%	0.52%	Invest
HSBC Focused Fund - Regular Growth	High	16.80%	1.66%	1.03%	0.51%	Invest
ICICI Prudential Focused Equity Fund - Growth	Low	15.21%	4.96%	0.96%	0.75%	Invest
Jm Focused Fund - Growth Option	High	17.01%	0.82%	1.04%	0.46%	Invest
360 ONE Focused Fund Regular-Growth	Moderate	14.40%	-	0.91%	0.41%	Invest
Edelweiss Focused Fund - Regular Plan - Growth	Moderate	15.45%	0.54%	0.98%	0.46%	Invest
HDFC Focused Fund - GROWTH PLAN	Low	12.78%	4.48%	0.79%	0.77%	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	Low	14.57%	3.49%	0.91%	0.66%	Invest
INVESCO INDIA FOCUSED FUND - Growth	High	17.56%	7.43%	1.02%	0.82%	Invest
Tata Focused Fund-Regular Plan-Growth	Moderate	14.60%	-	0.92%	0.38%	Invest
DSP Focused Fund - Regular Plan - Growth	High	15.57%	2.47%	0.96%	0.57%	Invest
IDBI Focused 30 Equity Fund - Growth Regular	Moderate	15.61%	-	0.94%	0.25%	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	₹500	₹500	2.13%	Rakesh Shetty	13-May 2013	Invest
SBI Focused Fund - Regular Plan -Growth	₹500	₹5000	1.47%	R. Srinivasan	08-Oct 2004	Invest
Old Bridge Focused Fund Regular Plan Growth	₹5000	₹5000	1.66%	Tarang Agrawal	25-Jan 2024	Invest
Union Focused Fund Regular Plan Growth Option	₹1000	₹1000	2.1%	Vinod Malviya	13-Aug 2019	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	₹100	₹100	1.92%	Shibani Sircar Kurian	16-Jul 2019	Invest
Kotak Focused Fund- Regular plan _ Growth Option	₹100	₹100	1.92%	Shibani Sircar Kurian	16-Jul 2019	Invest
Quant Focused Fund-Growth	₹1000	₹5000	3.11%	Sanjeev Sharma	29-Aug 2008	Invest
ITI Focused Equity Fund Regular - Growth	₹500	₹5000	2.38%	Dhimant Shah	19-Jun 2023	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	₹100	₹1000	1.53%	Kunal Sangoi	24-Oct 2005	Invest
HSBC Focused Fund - Regular Growth	₹500	₹5000	1.79%	Neelotpal Sahai	22-Jul 2020	Invest
ICICI Prudential Focused Equity Fund - Growth	₹500	₹500	1.44%	Sharmila D'Silva	28-May 2009	Invest
Jm Focused Fund - Growth Option	₹100	₹1000	2.1%	Asit Bhandarkar	05-Mar 2008	Invest
360 ONE Focused Fund Regular-Growth	₹1000	₹1000	1.54%	Mayur Patel	24-Oct 2014	Invest
Edelweiss Focused Fund - Regular Plan - Growth	₹100	₹100	2.23%	Trideep Bhattacharya	01-Aug 2022	Invest
HDFC Focused Fund - GROWTH PLAN	₹100	₹100	1.61%	Dhruv Muchhal	17-Sep 2004	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	₹500	₹1000	1.74%	Krishna Sanghavi	17-Nov 2020	Invest
INVESCO INDIA FOCUSED FUND - Growth	₹500	₹1000	1.59%	Taher Badshah	29-Sep 2020	Invest
Tata Focused Fund-Regular Plan-Growth	₹100	₹5000	1.79%	Hasmukh Vishariya	05-Dec 2019	Invest
DSP Focused Fund - Regular Plan - Growth	₹100	₹100	1.71%	Bhavin Gandhi	10-Jun 2010	Invest
IDBI Focused 30 Equity Fund - Growth Regular	₹200	₹5000	2.1%	Mahesh Bendre	17-Nov 2017	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option	49.2752 (27-07-2026)	48.6657 (24-07-2026)	1.25%	49.7076	39.3504	Invest
SBI Focused Fund - Regular Plan -Growth	392.5510 (27-07-2026)	388.5556 (24-07-2026)	1.03%	399.082	334.933	Invest
Old Bridge Focused Fund Regular Plan Growth	13.14 (27-07-2026)	12.88 (24-07-2026)	2.02%	13.39	11.09	Invest
Union Focused Fund Regular Plan Growth Option	27.53 (27-07-2026)	27.03 (24-07-2026)	1.85%	27.76	23.12	Invest
Kotak Focused Fund- Regular Plan-Income Distribution cum capital withdrawal option	27.194 (27-07-2026)	26.93 (24-07-2026)	0.98%	27.711	23.762	Invest
Kotak Focused Fund- Regular plan _ Growth Option	27.194 (27-07-2026)	26.93 (24-07-2026)	0.98%	27.711	23.762	Invest
Quant Focused Fund-Growth	92.0789 (27-07-2026)	91.6024 (24-07-2026)	0.52%	94.0424	72.2315	Invest
ITI Focused Equity Fund Regular - Growth	16.2944 (27-07-2026)	16.1436 (24-07-2026)	0.93%	16.3939	13.8524	Invest
Aditya Birla Sun Life Focused Equity Fund -Growth Option	146.3594 (27-07-2026)	144.4529 (24-07-2026)	1.32%	151.162	129.881	Invest
HSBC Focused Fund - Regular Growth	26.1133 (27-07-2026)	25.8844 (24-07-2026)	0.88%	26.5244	22.5884	Invest
ICICI Prudential Focused Equity Fund - Growth	94.72 (27-07-2026)	93.72 (24-07-2026)	1.07%	99.29	82.9	Invest
Jm Focused Fund - Growth Option	20.0271 (27-07-2026)	19.6755 (24-07-2026)	1.79%	20.8522	16.9441	Invest
360 ONE Focused Fund Regular-Growth	48.0415 (27-07-2026)	47.3876 (24-07-2026)	1.38%	48.541	41.3224	Invest
Edelweiss Focused Fund - Regular Plan - Growth	16.478 (27-07-2026)	16.259 (24-07-2026)	1.35%	17.148	14.804	Invest
HDFC Focused Fund - GROWTH PLAN	232.177 (27-07-2026)	229.81 (24-07-2026)	1.03%	242.704	208.55	Invest
Mahindra Manulife Focused Fund - Regular Plan - Growth	26.5841 (27-07-2026)	26.3828 (24-07-2026)	0.76%	27.8139	24.5479	Invest
INVESCO INDIA FOCUSED FUND - Growth	28.69 (27-07-2026)	28.32 (24-07-2026)	1.31%	29.05	22.83	Invest
Tata Focused Fund-Regular Plan-Growth	23.0395 (27-07-2026)	22.8577 (24-07-2026)	0.8%	24.0647	20.5915	Invest
DSP Focused Fund - Regular Plan - Growth	54.9330 (27-07-2026)	54.3290 (24-07-2026)	1.11%	56.933	48.101	Invest
IDBI Focused 30 Equity Fund - Growth Regular	21.627 (27-07-2026)	21.3321 (24-07-2026)	1.38%	22.0587	18.4369	Invest

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Interest Earned ₹6,145

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HSBC Focused Fund - Regular Growth 3Y Returns 13.06% VS

Canara Robeco Focused Fund - Regular Plan - Growth Option 3Y Returns 12.39%

Mahindra Manulife Focused Fund - Regular Plan - Growth 3Y Returns 13.84% VS

INVESCO INDIA FOCUSED FUND - Growth 3Y Returns 20.72%

360 ONE Focused Fund Regular-Growth 3Y Returns 11.38% VS

HDFC Focused Fund - GROWTH PLAN 3Y Returns 15.78%

Quant Focused Fund-Growth 3Y Returns 12.68% VS

Mahindra Manulife Focused Fund - Regular Plan - Growth 3Y Returns 13.84%

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.