Focused mutual fund is a type of equity fund that invests only in a limited number of stocks. As per the guidelines of Securities and Exchange Board of India (SEBI), these funds can invest in a maximum of 30 stocks. However, these funds like Multicap mutual funds can invest in any segment in the Market: Large cap, Midcap, Small cap and so on.
Managers pick stocks carefully: Because focused funds can only invest in 30 equity stocks, managers must carefully research and choose high-return stocks. Invest in a professionally managed portfolio of a few top-performing equity stocks. The fund manager's picks can benefit investors substantially.
Diversification across Sectors:These funds invest up to 30 stocks from any sector. This prevents sector preferences in the portfolio.
Diversification across company sizes: Focused Funds can invest in any market cap. They invest in small, mid, and large cap firms without restrictions. They can also adjust company size splits based on market conditions. The portfolio is diversified across market capitalization and flexible enough to alter with market conditions.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
CPSE ETF
Fund Performance: The CPSE ETF Fund has given 60.26% annualized returns in the past three years and 35.49% in the last 5 years and 0.00% in the last 10 years. The CPSE ETF Fund comes under the Equity category of Nippon India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in CPSE ETF via lump sum is ₹ 5000 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the Securities as represented by the CPSE Index, by investing in the Securities which are constituents of the CPSE Index in the same proportion as in the index.
Scheme Manager: Himanshu Mange.
Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 42632.26
1 Y Return (%)
: 117.43
Risko-Meter : Very High
Motilal Oswal BSE Enhanced Value ETF
Fund Performance: The Motilal Oswal BSE Enhanced Value ETF Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Motilal Oswal BSE Enhanced Value ETF Fund comes under the Equity category of Motilal Oswal Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal BSE Enhanced Value ETF via lump sum is ₹ 500 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by S&P BSE Enhanced Value Total Return Index, subject to tracking error.
Scheme Manager: Swapnil P Mayekar, Rakesh Shetty.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 98.58
1 Y Return (%)
: 86.97
Risko-Meter : Very High
Kotak Nifty Alpha 50 ETF
Fund Performance: The Kotak Nifty Alpha 50 ETF Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Nifty Alpha 50 ETF Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Nifty Alpha 50 ETF via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to replicate the composition of the NIFTY Alpha 50 Index and to generate returns that are commensurate with the performance of the NIFTY Alpha 50 Index, subject to tracking errors.
Fund Performance: The Aditya Birla Sunlife Nifty Next 50 ETF Fund has given 24.27% annualized returns in the past three years and 24.30% in the last 5 years and 0.00% in the last 10 years. The Aditya Birla Sunlife Nifty Next 50 ETF Fund comes under the Equity category of Aditya Birla Sun Life Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sunlife Nifty Next 50 ETF via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide returns that closely correspond to the total returns of securities as represented by Nifty Next 50, subject to tracking errors.
Scheme Manager: Pranav Gupta, Haresh Mehta.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 50.43
1 Y Return (%)
: 69.59
Risko-Meter : Very High
ICICI Prudential Nifty Next 50 ETF
Fund Performance: The ICICI Prudential Nifty Next 50 ETF Fund has given 24.24% annualized returns in the past three years and 24.20% in the last 5 years and 0.00% in the last 10 years. The ICICI Prudential Nifty Next 50 ETF Fund comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Nifty Next 50 ETF via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns before expenses that closely correspond to the total return of the underlying index subject to tracking errors.
