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Equity - Focused Fund 2025

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Tata Focused Equity Fund(G)-Direct Plan
Tata Focused Equity Fund(G)-Direct Plan
24.89
1,763
18.1
05 Dec' 19
4.18
14.59
22.32
N/A
26.87
21.35
22.56
N/A
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Kotak Focused Equity Fund(G)-Direct Plan
Kotak Focused Equity Fund(G)-Direct Plan
26.68
3,432
18.2
16 Jul' 19
6.6
13.82
21.09
N/A
23.03
19.28
21.14
N/A
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360 ONE Focused Equity Fund(G)-Direct Plan
360 ONE Focused Equity Fund(G)-Direct Plan
52.35
6,961
16.9
30 Oct' 14
3.47
16.29
23.63
17.56
19.04
18.15
18.73
18.42
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Tata Focused Equity Fund-Reg(G)
Tata Focused Equity Fund-Reg(G)
22.70
1,763
16.2
05 Dec' 19
4.18
14.59
22.32
N/A
24.81
19.36
20.56
N/A
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Quant Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
92.83
1,021
17.5
07 Jan' 13
-5.61
13.52
24.22
14.72
19.40
18.66
17.32
18.20
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Quant Focused Fund(G)
Quant Focused Fund(G)
83.88
1,021
13.5
01 Aug' 08
-5.61
13.52
24.22
14.72
18.10
18.27
17.07
16.20
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Franklin India Focused Equity Fund(G)-Direct P...
Franklin India Focused Equity Fund(G)-Direct P...
117.51
11,968
18.3
01 Jan' 13
6.23
17.57
25.6
15.52
17.90
17.68
16.31
17.29
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360 ONE Focused Equity Fund-Reg(G)
360 ONE Focused Equity Fund-Reg(G)
46.25
6,961
15.6
30 Oct' 14
3.47
16.29
23.63
17.56
17.66
16.72
17.26
17.03
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Sundaram Focused Fund(G)-Direct Plan
Sundaram Focused Fund(G)-Direct Plan
172.91
1,058
14.9
01 Jan' 13
3.72
12.89
20.08
14.76
15.66
15.23
15.06
15.27
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Union Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
26.09
400
18
05 Aug' 19
1.18
11.54
19.53
N/A
22.01
18.01
19.87
N/A
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Nippon India Focused Equity Fund(G)-Direct Pla...
Nippon India Focused Equity Fund(G)-Direct Pla...
131.56
8,193
17.8
01 Jan' 13
7.48
13.79
24.71
15.25
17.32
17.72
16.26
17.33
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Nippon India Focused Equity Fund(G)
Nippon India Focused Equity Fund(G)
119.70
8,193
14.4
26 Dec' 06
7.48
13.79
24.71
15.25
16.41
17.62
16.60
15.85
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Franklin India Focused Equity Fund(G)
Franklin India Focused Equity Fund(G)
104.45
11,968
14.1
26 Jul' 07
6.23
17.57
25.6
15.52
16.73
17.52
16.67
16.09
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Kotak Focused Equity Fund-Reg(G)
Kotak Focused Equity Fund-Reg(G)
24.32
3,432
16.4
16 Jul' 19
6.6
13.82
21.09
N/A
21.10
17.41
19.24
N/A
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Union Focused Fund-Reg(G)
Union Focused Fund-Reg(G)
24.69
400
16.9
05 Aug' 19
1.18
11.54
19.53
N/A
20.88
16.91
18.75
N/A
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Mirae Asset Focused Fund(G)-Direct Plan
Mirae Asset Focused Fund(G)-Direct Plan
27.19
7,650
18
14 May' 19
9.3
9.09
20.27
N/A
21.18
16.80
19.65
N/A
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SBI Focused Equity Fund(G)-Direct Plan
SBI Focused Equity Fund(G)-Direct Plan
382.78
36,041
15.9
01 Jan' 13
9.36
13.83
20.58
14.95
16.97
16.78
16.61
16.77
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Baroda BNP Paribas Focused Fund(G)-Direct Plan
Baroda BNP Paribas Focused Fund(G)-Direct Plan
24.29
670
12.3
06 Oct' 17
1.05
13.98
19.09
N/A
15.81
16.44
16.01
N/A
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HDFC Focused 30 Fund(G)-Direct Plan
HDFC Focused 30 Fund(G)-Direct Plan
256.27
18,560
16.1
01 Jan' 13
15.59
23.63
29.72
16.29
17.29
16.14
14.05
15.53
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SBI Focused Equity Fund-Reg(G)
SBI Focused Equity Fund-Reg(G)
341.37
36,041
18.7
11 Oct' 04
9.36
13.83
20.58
14.95
15.86
16.02
16.25
16.29
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ICICI Pru Focused Equity Fund(G)-Direct Plan
ICICI Pru Focused Equity Fund(G)-Direct Plan
102.50
11,019
16.6
09 Jan' 13
14.62
22.22
27.46
16.63
17.22
15.78
15.03
15.59
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JM Focused Fund(G)-Direct Plan
JM Focused Fund(G)-Direct Plan
22.27
260
15.1
01 Jan' 13
-1.74
18.12
20.43
14.68
16.62
15.57
14.18
15.31
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LIC MF Focused Fund(G)-Direct Plan
LIC MF Focused Fund(G)-Direct Plan
23.37
132
11.9
17 Nov' 17
6.84
11.11
18.38
N/A
14.34
15.33
14.73
N/A
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Mirae Asset Focused Fund-Reg(G)
Mirae Asset Focused Fund-Reg(G)
25.04
7,650
16.4
14 May' 19
9.3
9.09
20.27
N/A
19.54
15.25
18.06
N/A
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HDFC Focused 30 Fund(G)
HDFC Focused 30 Fund(G)
226.39
18,560
16.3
17 Sep' 04
15.59
23.63
29.72
16.29
16.00
15.13
12.54
11.82
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Aditya Birla SL Focused Fund(G)-Direct Plan
Aditya Birla SL Focused Fund(G)-Direct Plan
157.27
7,595
15.5
01 Jan' 13
9.36
15.5
21.14
13.98
15.12
14.71
14.07
14.61
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ICICI Pru Focused Equity Fund(G)
ICICI Pru Focused Equity Fund(G)
89.59
11,019
14.7
28 May' 09
14.62
22.22
27.46
16.63
15.85
14.65
13.40
12.52
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Baroda BNP Paribas Focused Fund-Reg(G)
Baroda BNP Paribas Focused Fund-Reg(G)
21.51
670
10.6
06 Oct' 17
1.05
13.98
19.09
N/A
13.97
14.60
14.18
N/A
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Sundaram Focused Fund(G)
Sundaram Focused Fund(G)
156.38
1,058
15.1
11 Nov' 05
3.72
12.89
20.08
14.76
14.68
14.55
13.78
13.05
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Axis Focused Fund(G)-Direct Plan
Axis Focused Fund(G)-Direct Plan
62.45
12,665
14.5
01 Jan' 13
6.23
7.94
15.17
13.17
15.15
14.44
14.93
14.64
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JM Focused Fund-Reg(G)
JM Focused Fund-Reg(G)
19.13
260
3.8
05 Mar' 08
-1.74
18.12
20.43
14.68
15.13
14.38
12.63
11.22
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Aditya Birla SL Focused Fund(G)
Aditya Birla SL Focused Fund(G)
139.82
7,595
14.4
24 Oct' 05
9.36
15.5
21.14
13.98
13.99
14.17
13.80
13.37
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LIC MF Focused Fund-Reg(G)
LIC MF Focused Fund-Reg(G)
21.30
132
10.6
17 Nov' 17
6.84
11.11
18.38
N/A
13.08
14.17
13.56
N/A
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Motilal Oswal Focused Fund(G)-Direct Plan
Motilal Oswal Focused Fund(G)-Direct Plan
49.36
1,399
14.2
13 May' 13
-9.37
7.85
12.76
10.85
14.19
14.03
13.63
13.93
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DSP Focused Fund(G)-Direct Plan
DSP Focused Fund(G)-Direct Plan
60.33
2,471
14.5
01 Jan' 13
12.44
17.7
20.91
13.25
15.14
13.98
13.22
13.77
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DSP Focused Fund-Reg(G)
DSP Focused Fund-Reg(G)
54.12
2,471
11.9
10 Jun' 10
12.44
17.7
20.91
13.25
14.07
13.52
12.52
12.11
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Axis Focused Fund-Reg(G)
Axis Focused Fund-Reg(G)
54.19
12,665
14
29 Jun' 12
6.23
7.94
15.17
13.17
13.82
13.41
13.92
13.89
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Bandhan Focused Equity Fund(G)-Direct Plan
Bandhan Focused Equity Fund(G)-Direct Plan
99.08
1,764
13.8
01 Jan' 13
11.95
16.44
20.71
14.16
15.25
13.40
13.16
13.46
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Motilal Oswal Focused Fund-Reg(G)
Motilal Oswal Focused Fund-Reg(G)
42.30
1,399
12.7
13 May' 13
-9.37
7.85
12.76
10.85
12.77
12.59
12.19
12.49
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Bandhan Focused Equity Fund-Reg(G)
Bandhan Focused Equity Fund-Reg(G)
84.31
1,764
11.7
16 Mar' 06
11.95
16.44
20.71
14.16
13.61
11.88
10.94
10.39
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Mahindra Manulife Focused Fund(G)-Direct Plan
Mahindra Manulife Focused Fund(G)-Direct Plan
28.52
2,059
26.1
17 Nov' 20
5.36
19.6
N/A
N/A
25.85
24.88
N/A
N/A
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Invesco India Focused Fund(G)-Direct Plan
Invesco India Focused Fund(G)-Direct Plan
29.76
3,693
26.4
29 Sep' 20
9.85
21.63
N/A
N/A
28.24
23.22
N/A
N/A
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Mahindra Manulife Focused Fund-Reg(G)
Mahindra Manulife Focused Fund-Reg(G)
26.18
2,059
23.7
17 Nov' 20
5.36
19.6
N/A
N/A
23.49
22.54
N/A
N/A
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Invesco India Focused Fund-Reg(G)
Invesco India Focused Fund-Reg(G)
27.72
3,693
24.5
29 Sep' 20
9.85
21.63
N/A
N/A
26.32
21.37
N/A
N/A
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HSBC Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
25.66
1,588
21.5
22 Jul' 20
0.88
14.08
N/A
N/A
22.67
19.37
N/A
N/A
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Canara Rob Focused Equity Fund(G)-Direct Plan
Canara Rob Focused Equity Fund(G)-Direct Plan
20.60
2,509
19.7
17 May' 21
10.02
17.04
N/A
N/A
19.38
18.96
N/A
N/A
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HSBC Focused Fund-Reg(G)
HSBC Focused Fund-Reg(G)
23.95
1,588
19.8
22 Jul' 20
0.88
14.08
N/A
N/A
20.96
17.70
N/A
N/A
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Canara Rob Focused Equity Fund-Reg(G)
Canara Rob Focused Equity Fund-Reg(G)
19.33
2,509
17.8
17 May' 21
10.02
17.04
N/A
N/A
17.54
17.11
N/A
N/A
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UTI Focused Fund(G)-Direct Plan
UTI Focused Fund(G)-Direct Plan
16.22
2,561
13.8
25 Aug' 21
5.84
15.66
N/A
N/A
19.04
16.79
N/A
N/A
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UTI Focused Fund-Reg(G)
UTI Focused Fund-Reg(G)
15.31
2,561
12
25 Aug' 21
5.84
15.66
N/A
N/A
17.21
14.99
N/A
N/A
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Edelweiss Focused Fund-Reg(G)
Edelweiss Focused Fund-Reg(G)
16.11
929
18.5
01 Aug' 22
9.07
N/A
N/A
N/A
26.49
N/A
N/A
N/A
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Edelweiss Focused Fund(G)-Direct Plan
Edelweiss Focused Fund(G)-Direct Plan
16.88
929
20.4
01 Aug' 22
9.07
N/A
N/A
N/A
28.59
N/A
N/A
N/A
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Old Bridge Focused Equity Fund(G)-Direct Plan
Old Bridge Focused Equity Fund(G)-Direct Plan
12.02
1,465
14.8
24 Jan' 24
9.39
N/A
N/A
N/A
11.58
N/A
N/A
N/A
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Old Bridge Focused Equity Fund-Reg(G)
Old Bridge Focused Equity Fund-Reg(G)
11.86
1,465
13.7
24 Jan' 24
9.39
N/A
N/A
N/A
10.44
N/A
N/A
N/A
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ITI Focused Equity Fund-Reg(G)
ITI Focused Equity Fund-Reg(G)
14.56
492
21.5
19 Jun' 23
6.8
N/A
N/A
N/A
26.62
N/A
N/A
N/A
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ITI Focused Equity Fund(G)-Direct Plan
ITI Focused Equity Fund(G)-Direct Plan
15.10
492
23.8
19 Jun' 23
6.8
N/A
N/A
N/A
29.02
N/A
N/A
N/A
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*Based on the Fund's Ranking within its Category
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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