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.
Invesco India Focused Fund
Fund Performance: The Invesco India Focused Fund Fund has given 23.50% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Invesco India Focused Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Focused Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization.
Scheme Manager: Taher Badshah, Amit Nigam, Hiten Jain.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 2818.62
1 Y Return (%)
: 65.21
Risko-Meter : Very High
Mahindra Manulife Focused Fund
Fund Performance: The Mahindra Manulife Focused Fund Fund has given 24.39% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Mahindra Manulife Focused Fund Fund comes under the Equity category of Mahindra Manulife Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Focused Fund via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of maximum 30 companies across market capitalisation.
Scheme Manager: Krishna Sanghavi, Fatema Pacha.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 1550.52
1 Y Return (%)
: 50.74
Risko-Meter : Very High
ITI Focused Equity Fund
Fund Performance: The ITI Focused Equity Fund 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 ITI Focused Equity Fund Fund comes under the Equity category of ITI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ITI Focused Equity Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seek to generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 companies across market capitalization.
Fund Performance: The ICICI Prudential Focused Equity Fund Fund has given 24.07% annualized returns in the past three years and 25.33% in the last 5 years and 15.27% in the last 10 years. The ICICI Prudential Focused Equity Fund Fund comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Focused Equity Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The fund seeks to generate capital appreciation by investing in companies constituting the BSE 100 index, which is also the benchmark for the fund. The fund will follow a bottom-up approach where the companies will be selected on the basis of their financial strength, proven business model, competitive edge, asset base and valuations.
Fund Performance: The JM Focused Fund (Regular) Fund has given 24.51% annualized returns in the past three years and 19.91% in the last 5 years and 14.71% in the last 10 years. The JM Focused Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Focused Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.
Scheme Manager: Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan.
