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2022 সালে বিনিয়োগের জন্য 8টি সেরা পারফর্মিং ফোকাসড মিউচুয়াল ফান্ড

ফিনক্যাশ »যৌথ পুঁজি »সেরা পারফর্মিং ফোকাসড ফান্ড

8টি সেরা পারফর্মিং ফোকাসড ফান্ড 2022

Updated on March 30, 2025 , 50619 views

স্টক নির্বাচনের পদ্ধতিগত পদ্ধতির কারণে ফোকাসড ফান্ড জনপ্রিয় হয়ে উঠছে। এই তহবিল দ্বারা উচ্চ রিটার্ন লক্ষ্যবিনিয়োগ সীমিত মজুদে। কিন্তু, আমরা সেরা পারফরম্যান্স ফোকাসড ফান্ডের তালিকায় যাওয়ার আগে, প্রথমে এই মিউচুয়াল ফান্ড স্কিমের উদ্দেশ্য এবং উদ্দেশ্য বুঝতে পারি।

ফোকাসড ফান্ড কি?

ফোকাসড ফান্ড হল এক প্রকারনিরপেক্ষ তহবিল যেটি সীমিত সংখ্যক স্টকে বিনিয়োগ করে। এই তহবিলগুলি বড়-ক্যাপ, মিড, ছোট বা মাল্টি ক্যাপ স্টকগুলিতে ফোকাস করে। সিকিউরিটি অ্যান্ড এক্সচেঞ্জ অফ ইন্ডিয়া অনুসারে (সেবি), একটি ফোকাসড ফান্ড ন্যূনতম 30টি স্টকে বিনিয়োগ করতে পারে। একটি ফোকাসড ফান্ড স্কিম তার মোট সম্পদের অন্তত 60 শতাংশ ইক্যুইটিতে বিনিয়োগ করতে পারে।

সীমিত সংখ্যক মানসম্পন্ন কোম্পানিতে বিনিয়োগ করে যাদের বৃদ্ধির সম্ভাবনা রয়েছে, ফোকাসড ফান্ডের লক্ষ্য উচ্চ রিটার্ন প্রদান করা। এই তহবিলগুলি পরিমাণের চেয়ে গুণমানের উপর জোর দেয়। বিপুল সংখ্যক হোল্ডিং জুড়ে বৈচিত্র্য আনার পরিবর্তে, ফোকাসড ফান্ডের ফান্ড ম্যানেজার এমন স্টক ধারণ করতে পছন্দ করবেন যেগুলির প্রতি সবচেয়ে বেশি আস্থা রয়েছে৷ এই তহবিলগুলি যে সিকিউরিটিগুলি কেনে তা সাধারণত পুঙ্খানুপুঙ্খভাবে গবেষণা করা হয়৷

এই তহবিলগুলির একটি অসুবিধা হল যে তাদের বৈচিত্র্যের অভাব রয়েছে, এইভাবে অন্যদের তুলনায় প্রচুর পরিমাণে ঝুঁকির সম্মুখীন হয়যৌথ পুঁজি.

ফোকাসড মিউচুয়াল ফান্ডে বিনিয়োগের সুবিধা

যেহেতু ফোকাসড ফান্ড সীমিত স্টকে বিনিয়োগ করে, সেগুলি অত্যন্ত পদ্ধতিগত। এই তহবিলগুলি সম্ভাব্য সর্বোত্তম বিনিয়োগ বেছে নেওয়ার চেষ্টা করে যা বিনিয়োগকারীদের পক্ষে কাজ করতে পারে। ফোকাসড ফান্ডের পুরো উদ্দেশ্য হল সঠিক স্টক দিয়ে বুল’স আইকে আঘাত করা এবং উচ্চ রিটার্ন অর্জন করা। ফোকাসড ফান্ডের ফান্ড ম্যানেজাররা বিজয়ী বাছাই করতে এবং বৃহত্তর স্টকের রিটার্ন হারাতে পারদর্শীবাজার.

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শীর্ষ 8 সেরা ফোকাসড মিউচুয়াল ফান্ড FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹212.025
↓ -1.91
₹15,516-1.8-5.913.621.732.824
ICICI Prudential Focused Equity Fund Growth ₹82.12
↓ -1.43
₹9,533-3.3-10.59.318.530.226.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
DSP BlackRock Focus Fund Growth ₹50.626
↓ -0.84
₹2,259-3.5-10.41415.524.318.5
Franklin India Focused Equity Fund Growth ₹97.65
↓ -1.23
₹10,907-7.4-13.72.5142819.9
IIFL Focused Equity Fund Growth ₹43.4344
↓ -0.59
₹6,352-4.4-12.74.313.626.814.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹129.498
↓ -1.92
₹6,941-4.7-11.46.512.32418.7
SBI Focused Equity Fund Growth ₹325.975
↓ -0.35
₹32,929-1-5.311.411.822.217.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25

1. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 39 in Focused category.  Return for 2024 was 24% , 2023 was 29.6% and 2022 was 18.3% .

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (01 Apr 25) ₹212.025 ↓ -1.91   (-0.89 %)
Net Assets (Cr) ₹15,516 on 28 Feb 25
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.37
Information Ratio 2.17
Alpha Ratio 8.14
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,718
31 Mar 22₹21,792
31 Mar 23₹24,783
31 Mar 24₹34,906
31 Mar 25₹40,341

HDFC Focused 30 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for HDFC Focused 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5%
3 Month -1.8%
6 Month -5.9%
1 Year 13.6%
3 Year 21.7%
5 Year 32.8%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2024 24%
2023 29.6%
2022 18.3%
2021 40.1%
2020 4.2%
2019 3.8%
2018 -14.6%
2017 38.7%
2016 2.1%
2015 5%
Fund Manager information for HDFC Focused 30 Fund
NameSinceTenure
Roshi Jain13 Jan 223.21 Yr.
Dhruv Muchhal22 Jun 231.78 Yr.

Data below for HDFC Focused 30 Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services39.51%
Consumer Cyclical20.93%
Health Care9.82%
Technology4.58%
Industrials3.7%
Communication Services3.56%
Basic Materials2.92%
Real Estate2.37%
Asset Allocation
Asset ClassValue
Cash11.39%
Equity87.39%
Debt1.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK
10%₹1,504 Cr8,681,407
↑ 481,407
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK
9%₹1,385 Cr11,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
9%₹1,381 Cr13,600,000
↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI
5%₹747 Cr625,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK
4%₹666 Cr3,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE
4%₹644 Cr4,500,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 500087
4%₹591 Cr4,200,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH
4%₹583 Cr3,700,000
↑ 600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹550 Cr3,500,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Sep 24 | TATASTEEL
3%₹453 Cr33,000,000
↑ 681,618

2. ICICI Prudential Focused Equity Fund

(Erstwhile ICICI Prudential Select Large Cap Fund)

An equity fund that aims to generate capital appreciation by investing in equity and equity related securities of large market capitalisation companies, with an option to withdraw investment periodically based on triggers.

ICICI Prudential Focused Equity Fund is a Equity - Focused fund was launched on 28 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 65 in Focused category.  Return for 2024 was 26.5% , 2023 was 28.3% and 2022 was 6% .

Below is the key information for ICICI Prudential Focused Equity Fund

ICICI Prudential Focused Equity Fund
Growth
Launch Date 28 May 09
NAV (01 Apr 25) ₹82.12 ↓ -1.43   (-1.71 %)
Net Assets (Cr) ₹9,533 on 28 Feb 25
Category Equity - Focused
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.99
Sharpe Ratio 0.07
Information Ratio 1.25
Alpha Ratio 6.85
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,411
31 Mar 22₹21,579
31 Mar 23₹22,311
31 Mar 24₹32,903
31 Mar 25₹36,855

ICICI Prudential Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for ICICI Prudential Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 6.6%
3 Month -3.3%
6 Month -10.5%
1 Year 9.3%
3 Year 18.5%
5 Year 30.2%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.5%
2023 28.3%
2022 6%
2021 36.1%
2020 24.6%
2019 0.4%
2018 -2.7%
2017 23.4%
2016 10.6%
2015 -5.2%
Fund Manager information for ICICI Prudential Focused Equity Fund
NameSinceTenure
Vaibhav Dusad8 Aug 222.65 Yr.
Sharmila D’mello31 Jul 222.67 Yr.

Data below for ICICI Prudential Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.25%
Basic Materials11.58%
Health Care11.38%
Industrials9.56%
Consumer Cyclical7.24%
Communication Services6.99%
Real Estate4.87%
Utility3.78%
Technology3.6%
Consumer Defensive3.02%
Energy2.8%
Asset Allocation
Asset ClassValue
Cash2.94%
Equity97.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK
9%₹841 Cr6,986,303
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK
8%₹779 Cr4,495,904
↑ 65,050
Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532215
7%₹628 Cr6,187,332
↑ 347,392
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
5%₹513 Cr3,222,382
↑ 202,737
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 532538
5%₹507 Cr501,033
↓ -5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹442 Cr1,396,091
↑ 402,133
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹406 Cr2,587,427
↑ 148,020
NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 532555
4%₹360 Cr11,565,008
↑ 1,122,036
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹343 Cr2,034,334
Lupin Ltd (Healthcare)
Equity, Since 30 Sep 24 | 500257
4%₹341 Cr1,792,493
↑ 81,575

3. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,087

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. DSP BlackRock Focus Fund

(Erstwhile DSP BlackRock Focus 25 Fund)

The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized.

DSP BlackRock Focus Fund is a Equity - Focused fund was launched on 10 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 27 in Focused category.  Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% .

Below is the key information for DSP BlackRock Focus Fund

DSP BlackRock Focus Fund
Growth
Launch Date 10 Jun 10
NAV (01 Apr 25) ₹50.626 ↓ -0.84   (-1.62 %)
Net Assets (Cr) ₹2,259 on 28 Feb 25
Category Equity - Focused
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.07
Information Ratio 0.27
Alpha Ratio 6.65
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,818
31 Mar 22₹18,735
31 Mar 23₹18,010
31 Mar 24₹25,163
31 Mar 25₹29,397

DSP BlackRock Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for DSP BlackRock Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 6.3%
3 Month -3.5%
6 Month -10.4%
1 Year 14%
3 Year 15.5%
5 Year 24.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.5%
2023 34.2%
2022 -4.5%
2021 22.3%
2020 9%
2019 18%
2018 -5.6%
2017 29.2%
2016 6.1%
2015 2%
Fund Manager information for DSP BlackRock Focus Fund
NameSinceTenure
Vinit Sambre1 Jun 204.75 Yr.
Bhavin Gandhi1 Feb 241.08 Yr.

Data below for DSP BlackRock Focus Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services34.74%
Health Care13%
Technology10.38%
Basic Materials9.95%
Consumer Cyclical8.32%
Industrials4.86%
Real Estate3.83%
Communication Services3.04%
Energy3.03%
Consumer Defensive2.38%
Utility1.91%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
8%₹189 Cr221,914
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹138 Cr1,148,242
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹117 Cr677,687
Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE
5%₹109 Cr147,483
↑ 19,941
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN
5%₹107 Cr766,081
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
4%₹101 Cr742,934
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532215
4%₹95 Cr932,100
↑ 46,781
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 503100
4%₹87 Cr558,910
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Nov 23 | SUVENPHAR
3%₹79 Cr647,887
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
3%₹73 Cr436,050

5. Franklin India Focused Equity Fund

(Erstwhile Franklin India High Growth Companies Fund)

An open-end diversified equity fund that seeks to achieve capital appreciation through investments in Indian companies/sectors with high growth rates or potential. Unlike our other funds under the Franklin India moniker, this fund will adopt a growth style to investing and a blend of top-down (macro analysis to identify sectors) and bottom-up approach (micro analysis to pick stocks within these sectors).

Franklin India Focused Equity Fund is a Equity - Focused fund was launched on 26 Jul 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 28 in Focused category.  Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% .

Below is the key information for Franklin India Focused Equity Fund

Franklin India Focused Equity Fund
Growth
Launch Date 26 Jul 07
NAV (01 Apr 25) ₹97.65 ↓ -1.23   (-1.24 %)
Net Assets (Cr) ₹10,907 on 28 Feb 25
Category Equity - Focused
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.23
Information Ratio 0.43
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,926
31 Mar 22₹22,227
31 Mar 23₹23,021
31 Mar 24₹32,243
31 Mar 25₹33,828

Franklin India Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Franklin India Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 3%
3 Month -7.4%
6 Month -13.7%
1 Year 2.5%
3 Year 14%
5 Year 28%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.9%
2023 23.5%
2022 8.9%
2021 39.4%
2020 10.9%
2019 10.9%
2018 -8.8%
2017 37.4%
2016 5%
2015 1.5%
Fund Manager information for Franklin India Focused Equity Fund
NameSinceTenure
Ajay Argal18 Oct 213.37 Yr.
Venkatesh Sanjeevi4 Oct 240.41 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin India Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services35.09%
Consumer Cyclical12.84%
Health Care9.19%
Industrials7.37%
Technology7.26%
Basic Materials6.06%
Communication Services5.61%
Energy5.06%
Consumer Defensive4.2%
Real Estate2.96%
Asset Allocation
Asset ClassValue
Cash4.35%
Equity95.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK
11%₹1,178 Cr6,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
9%₹999 Cr8,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL
6%₹612 Cr3,900,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
6%₹609 Cr6,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
5%₹552 Cr4,600,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
5%₹522 Cr23,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA
5%₹510 Cr3,200,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 500087
5%₹493 Cr3,500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS
4%₹488 Cr1,400,000
↑ 400,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
4%₹382 Cr320,000

6. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Return for 2024 was 14.7% , 2023 was 29.8% and 2022 was -0.9% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (01 Apr 25) ₹43.4344 ↓ -0.59   (-1.35 %)
Net Assets (Cr) ₹6,352 on 28 Feb 25
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio -0.26
Information Ratio 0.11
Alpha Ratio 1.91
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,603
31 Mar 22₹21,564
31 Mar 23₹22,082
31 Mar 24₹30,250
31 Mar 25₹32,454

IIFL Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for IIFL Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 4.4%
3 Month -4.4%
6 Month -12.7%
1 Year 4.3%
3 Year 13.6%
5 Year 26.8%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.7%
2023 29.8%
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 195.39 Yr.
Ashish Ongari21 Feb 250.1 Yr.

Data below for IIFL Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.3%
Consumer Cyclical15.74%
Industrials11.19%
Technology10.72%
Communication Services10.29%
Health Care6.78%
Basic Materials6.33%
Consumer Defensive1.6%
Utility1.01%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
10%₹623 Cr3,596,603
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
7%₹460 Cr2,723,538
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹453 Cr3,761,052
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN
6%₹360 Cr2,568,349
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹322 Cr2,052,063
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 500034
5%₹308 Cr360,712
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
4%₹282 Cr4,536,343
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | DIVISLAB
4%₹272 Cr496,387
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 534816
4%₹251 Cr7,775,699
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO
3%₹222 Cr1,540,025

7. Aditya Birla Sun Life Focused Equity Fund

(Erstwhile Aditya Birla Sun Life Top 100 Fund)

An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization.

Aditya Birla Sun Life Focused Equity Fund is a Equity - Focused fund was launched on 24 Oct 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 24 in Focused category.  Return for 2024 was 18.7% , 2023 was 23% and 2022 was 0.4% .

Below is the key information for Aditya Birla Sun Life Focused Equity Fund

Aditya Birla Sun Life Focused Equity Fund
Growth
Launch Date 24 Oct 05
NAV (01 Apr 25) ₹129.498 ↓ -1.92   (-1.46 %)
Net Assets (Cr) ₹6,941 on 28 Feb 25
Category Equity - Focused
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.21
Information Ratio -0.14
Alpha Ratio 2.45
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,516
31 Mar 22₹19,759
31 Mar 23₹19,246
31 Mar 24₹26,354
31 Mar 25₹28,698

Aditya Birla Sun Life Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Aditya Birla Sun Life Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 4.5%
3 Month -4.7%
6 Month -11.4%
1 Year 6.5%
3 Year 12.3%
5 Year 24%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.7%
2023 23%
2022 0.4%
2021 26.7%
2020 16%
2019 11.3%
2018 -4.1%
2017 30.9%
2016 6.7%
2015 0%
Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
NameSinceTenure
Kunal Sangoi7 May 213.9 Yr.
Dhaval Joshi21 Nov 222.36 Yr.

Data below for Aditya Birla Sun Life Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services33.12%
Consumer Cyclical16.92%
Technology12.04%
Consumer Defensive6.82%
Communication Services5.53%
Energy5.47%
Basic Materials4.5%
Industrials4.3%
Utility3.77%
Health Care2.93%
Real Estate2.79%
Asset Allocation
Asset ClassValue
Cash1.81%
Equity98.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹552 Cr4,588,347
↓ -329,759
Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY
6%₹397 Cr2,349,378
↓ -250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹384 Cr2,442,967
↓ -59,429
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹380 Cr2,193,113
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
5%₹380 Cr3,163,055
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT
4%₹299 Cr943,553
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532215
4%₹284 Cr2,800,369
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M
4%₹273 Cr1,056,818
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹262 Cr8,399,494
↓ -294,392
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN
3%₹241 Cr3,905,765
↓ -125,000

8. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 32 in Focused category.  Return for 2024 was 17.2% , 2023 was 22.2% and 2022 was -8.5% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (31 Mar 25) ₹325.975 ↓ -0.35   (-0.11 %)
Net Assets (Cr) ₹32,929 on 28 Feb 25
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.63
Sharpe Ratio 0.34
Information Ratio -0.37
Alpha Ratio 8.59
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,614
31 Mar 22₹19,488
31 Mar 23₹18,173
31 Mar 24₹24,421
31 Mar 25₹27,207

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5.9%
3 Month -1%
6 Month -5.3%
1 Year 11.4%
3 Year 11.8%
5 Year 22.2%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 17.2%
2023 22.2%
2022 -8.5%
2021 43%
2020 14.5%
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0915.93 Yr.

Data below for SBI Focused Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services31.96%
Consumer Cyclical19.18%
Communication Services9.72%
Health Care7.85%
Basic Materials6.93%
Consumer Defensive6.57%
Industrials5.04%
Technology4.32%
Utility2.68%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity94.26%
Debt0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
7%₹2,425 Cr14,000,000
↑ 5,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹1,791 Cr2,100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
5%₹1,713 Cr9,000,000
↑ 1,100,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹1,637 Cr1,100,000
↓ -300,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Nov 21 | 890157
5%₹1,562 Cr14,000,000
↓ -1,000,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
5%₹1,493 Cr7,000,000
↓ -700,000
EPAM Systems Inc (Technology)
Equity, Since 31 Jan 25 | EPAM
4%₹1,423 Cr790,000
↑ 251,137
Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY
4%₹1,325 Cr2,400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹1,325 Cr11,000,000
↓ -900,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN
4%₹1,309 Cr19,000,000
↓ -4,000,000

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FAQs

1. কে ফোকাসড ফান্ডে বিনিয়োগ করে এবং কেন?

ক: কেন্দ্রীভূত তহবিল অভিজ্ঞ বিনিয়োগকারীদের জন্য আদর্শ যারা পারেনহাতল বাজারের অস্থিরতা। এর প্রাথমিক কারণ হল ফোকাসড তহবিলগুলি উচ্চ-ঝুঁকিপূর্ণ বিনিয়োগ এবং প্রায়শই প্রত্যাশিত রিটার্ন তৈরি করে না। অতএব, তহবিল এবং বিনিয়োগের মেয়াদ মূল্যায়ন করা অত্যন্ত গুরুত্বপূর্ণ। এই অনুমান শুধুমাত্র অভিজ্ঞ বিনিয়োগকারীদের দ্বারা সফলভাবে করা যেতে পারে।

2. ফোকাসড ফান্ডের সবচেয়ে উল্লেখযোগ্য সুবিধা কি?

ক: আপনি যদি ফোকাসড ফান্ডে বিনিয়োগ করেন, তাহলে আপনি সফলভাবে আপনার বিনিয়োগ পোর্টফোলিওতে বৈচিত্র্য আনতে পারেন। যদিও আপনি নিবদ্ধ তহবিলগুলির সাথে রিটার্নের বিষয়ে নিশ্চিত হতে পারবেন না, তবে এগুলি উচ্চ আয়ের জন্য পরিচিত। অতএব, আপনি যদি উচ্চ রিটার্ন দেয় এমন সম্পদের সাথে একটি বিনিয়োগ পোর্টফোলিও তৈরি করতে চান, তাহলে আপনাকে অবশ্যই ফোকাসড ফান্ডে বিনিয়োগ করতে হবে।

3. ফোকাসড ফান্ডের ট্যাক্সের প্রভাব কী?

ক: ফোকাসড ফান্ডের ট্যাক্সের প্রভাব নির্ভর করবে ফোকাসড ফান্ডের ধরনের উপর। ট্যাক্সের প্রভাবগুলি নিম্নরূপ:

  • ইক্যুইটি-ভিত্তিক ফোকাসড ফান্ডের ক্ষেত্রে, আপনাকে দীর্ঘমেয়াদে 10% হারে কর দিতে হবেমূলধন লাভ 1 লাখ টাকার বেশি হলে। তবে, আপনি যদি এই তহবিলগুলিতে সঞ্চয় করতে চানকরের, লক-ইন পিরিয়ড বাড়িয়ে ছত্রিশ মাস করুন।
  • ঋণ-ভিত্তিক ফোকাসড ফান্ডে, দীর্ঘমেয়াদীমূলধন লাভ সূচীকরণের পর 20% হারে কর দেওয়া হয়। ইনডেক্সেশন ফ্যাক্টরিং করা হবেমুদ্রাস্ফীতি হার

4. ফোকাসড ফান্ডে কাদের বিনিয়োগ করা উচিত?

ক: যে কেউ 3 থেকে 5 বছরের জন্য বিনিয়োগ ধরে রাখতে প্রস্তুত। অতএব, বিনিয়োগকারীদের যারা দীর্ঘমেয়াদী বিনিয়োগের জন্য খুঁজছেন, ফোকাসড ফান্ডে বিনিয়োগ করার কথা বিবেচনা করা উচিত।

5. আমি কীভাবে ফোকাসড ফান্ডের তুলনা করব?

ক: যখন আপনি দুটি ফোকাসড ফান্ডের তুলনা করেন, তখন আপনার বিবেচনা করা উচিতনা তহবিল এবং তহবিলের 3 বছর এবং 5 বছরের বৃদ্ধির হার। সাধারণত, যে তহবিলগুলিতে বৃহত্তর প্রবৃদ্ধির হার দেখানো হয়েছে তাতে বিনিয়োগ করা একটি ভাল বিনিয়োগ হিসাবে বিবেচিত হবে।

6. কোনটি সবচেয়ে ভালো ফোকাসড ফান্ড?

ক: বর্তমানে আপনি বিনিয়োগের কথা ভাবতে পারেন এমন কয়েকটি সেরা-কেন্দ্রিক তহবিলআইআইএফএল ফোকাসড ইক্যুইটি ফান্ড (5 বছরের বৃদ্ধির হার 18.8%), প্রিন্সিপাল ফোকাসড মাল্টিক্যাপ ফান্ড (5 বছরের বৃদ্ধির হার 15.7%), অ্যাক্সিস ফোকাসড 25 ফান্ড (5 বছরের বৃদ্ধির হার 17.9%) এবং নিপ্পন ইন্ডিয়া ফোকাসড ইক্যুইটি ফান্ড (5 বছরের বৃদ্ধির হার 16.5% )

7. কীভাবে ফোকাসড ফান্ড মিউচুয়াল ফান্ড থেকে আলাদা?

ক: ফোকাসড ফান্ডের মিউচুয়াল ফান্ডের সীমাবদ্ধতা থাকে না, যেখানে নির্দিষ্ট কিছু খাতে নির্দিষ্ট শতাংশ বিনিয়োগ করতে হয়। এখানে বিনিয়োগ নির্দিষ্ট কোম্পানির স্টক উপর কেন্দ্রীভূত হয়, এইভাবে, ভাল কর্মক্ষমতা সম্ভাবনা বৃদ্ধি. ভালো পারফরম্যান্স না করে এমন স্টকগুলিতে বিনিয়োগ করে এবং পারফরম্যান্সের উন্নতি না হওয়া পর্যন্ত ধরে রেখে রিটার্ন সীমিত হতে পারে। বিনিয়োগের পছন্দ তহবিলের উপর নির্ভর করে।

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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