Focused 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
Focused Funds Mutual Funds List
| Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
|---|---|---|---|---|
HDFC Focused 30 Fund - Direct Growth
|
15,109 | 24.83% | 23.69% | |
Invesco India Focused Fund - Dir Growth
|
3,250 | 20.95% | - | |
Mahindra Manulife Focused Fund - Direct Growth
|
1,850 | 20.75% | - | |
ICICI Pru Focused Equity Fund - Direct Growth
|
10,201 | 20.35% | 25.31% | |
Quant Focused Fund - Direct Growth
|
1,183 | 19.88% | 23.83% | |
JM Focused Fund - Direct Growth
|
177 | 19.50% | 17.61% | |
Canara Robeco Focused Equity Fund - Direct Growth
|
2,647 | 17.55% | - | |
Tata Focused Equity Fund - Direct Growth
|
1,957 | 16.88% | - | |
Bandhan Focused Equity Fund - Direct Growth
|
1,794 | 16.71% | 19.49% | |
HSBC Focused Fund - Direct Growth
|
1,824 | 16.43% | - |
| Fund Name | 1Y | Rating | Fund Size |
|---|---|---|---|
HDFC Focused 30 Fund - Direct Growth
|
42.60% Fund Size - 15,109 |
||
Invesco India Focused Fund - Dir Growth
|
64.08% Fund Size - 3,250 |
||
Mahindra Manulife Focused Fund - Direct Growth
|
41.79% Fund Size - 1,850 |
||
ICICI Pru Focused Equity Fund - Direct Growth
|
45.20% Fund Size - 10,201 |
||
Quant Focused Fund - Direct Growth
|
38.97% Fund Size - 1,183 |
||
JM Focused Fund - Direct Growth
|
40.88% Fund Size - 177 |
||
Canara Robeco Focused Equity Fund - Direct Growth
|
39.27% Fund Size - 2,647 |
||
Tata Focused Equity Fund - Direct Growth
|
35.60% Fund Size - 1,957 |
||
Bandhan Focused Equity Fund - Direct Growth
|
45.36% Fund Size - 1,794 |
||
HSBC Focused Fund - Direct Growth
|
37.82% Fund Size - 1,824 |
Test
Features of Focused funds:
Factors to consider while investing in Focused Funds
Taxability of Focused funds
Risks Involved with Focused funds
Advantages of Focused funds
Popular Focused Funds
- HDFC Focused 30 Fund - Direct Growth
- ₹ 100
- ₹ 15,1090
- 24.83%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 15,109
- 3Y Return
- 24.83%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 15,109
- 3Y Return
- 24.83%
- Invesco India Focused Fund - Dir Growth
- ₹ 500
- ₹ 3,2500
- 20.95%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 3,250
- 3Y Return
- 20.95%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 3,250
- 3Y Return
- 20.95%
- Mahindra Manulife Focused Fund - Direct Growth
- ₹ 500
- ₹ 1,8500
- 20.75%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,850
- 3Y Return
- 20.75%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,850
- 3Y Return
- 20.75%
- ICICI Pru Focused Equity Fund - Direct Growth
- ₹ 100
- ₹ 10,2010
- 20.35%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 10,201
- 3Y Return
- 20.35%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 10,201
- 3Y Return
- 20.35%
- Quant Focused Fund - Direct Growth
- ₹ 1000
- ₹ 1,1830
- 19.88%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,183
- 3Y Return
- 19.88%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,183
- 3Y Return
- 19.88%
- JM Focused Fund - Direct Growth
- ₹ 500
- ₹ 1770
- 19.50%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 177
- 3Y Return
- 19.50%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 177
- 3Y Return
- 19.50%
- Canara Robeco Focused Equity Fund - Direct Growth
- ₹ 1000
- ₹ 2,6470
- 17.55%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,647
- 3Y Return
- 17.55%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 2,647
- 3Y Return
- 17.55%
- Tata Focused Equity Fund - Direct Growth
- ₹ 100
- ₹ 1,9570
- 16.88%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,957
- 3Y Return
- 16.88%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,957
- 3Y Return
- 16.88%
- Bandhan Focused Equity Fund - Direct Growth
- ₹ 100
- ₹ 1,7940
- 16.71%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,794
- 3Y Return
- 16.71%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 1,794
- 3Y Return
- 16.71%
- HSBC Focused Fund - Direct Growth
- ₹ 500
- ₹ 1,8240
- 16.43%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,824
- 3Y Return
- 16.43%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 1,824
- 3Y Return
- 16.43%
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.
- Aggressive Hybrid
- Arbitrage
- Balanced Hybrid
- Banking and PSU
- Childrens
- Conservative Hybrid
- Contra
- Corporate Bond
- Credit Risk
- Dividend Yield
- Dynamic Asset
- Dynamic Bond
- ELSS
- Equity Savings
- Fixed Maturity Plans
- Flexi Cap
- Floater
- Focused
- FoFs Domestic
- FoFs Overseas
- Gilt Fund with 10 year
- Gilt
- Index
- Large & Mid Cap
- Large Cap
- Liquid
- Long Duration
- Low Duration
- Medium Duration
- Medium to Long Duration
- Mid Cap
- Money Market
- Multi Asset Allocation
- Multi Cap
- Overnight
- Passive ELSS
- Retirement
- Sectoral / Thematic
- Short Duration
- Small Cap
- Ultra Short Duration
- Value