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.
Motilal Oswal BSE Enhanced Value Index Fund
Fund Performance: The Motilal Oswal BSE Enhanced Value Index 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 Motilal Oswal BSE Enhanced Value Index Fund 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 Index Fund 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 the S&P BSE Enhanced Value Index, subject to tracking error.
Scheme Manager: Swapnil P Mayekar, Rakesh Shetty.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 682.45
1 Y Return (%)
: 83.99
Risko-Meter : Very High
UTI Nifty 500 Value 50 Index Fund
Fund Performance: The UTI Nifty 500 Value 50 Index 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 UTI Nifty 500 Value 50 Index Fund Fund comes under the Equity category of UTI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty 500 Value 50 Index Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The Scheme seeeks to provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
Scheme Manager: Sharwan Kumar Goyal, Ayush Jain.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 381.09
1 Y Return (%)
: 82.38
Risko-Meter : Very High
ICICI Prudential Nifty Next 50 Index Fund
Fund Performance: The ICICI Prudential Nifty Next 50 Index Fund Fund has given 23.46% annualized returns in the past three years and 23.27% in the last 5 years and 15.95% in the last 10 years. The ICICI Prudential Nifty Next 50 Index Fund 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 Index Fund via lump sum is ₹ 100 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.
Fund Performance: The DSP Nifty Next 50 Index Fund Fund has given 23.66% annualized returns in the past three years and 23.46% in the last 5 years and 0.00% in the last 10 years. The DSP Nifty Next 50 Index Fund Fund comes under the Equity category of DSP Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in DSP Nifty Next 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to invest in companies which are constituents of NIFTY Next 50 Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index.
Scheme Manager: Anil Ghelani, Diipesh Shah.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 652.33
1 Y Return (%)
: 68.36
Risko-Meter : Very High
UTI Nifty Next 50 Index Fund
Fund Performance: The UTI Nifty Next 50 Index Fund Fund has given 23.36% annualized returns in the past three years and 23.42% in the last 5 years and 0.00% in the last 10 years. The UTI Nifty Next 50 Index Fund Fund comes under the Equity category of UTI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty Next 50 Index Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns that, before expenses, closely correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
