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Table of Contents
- फोकस्ड फंड क्या हैं?
- फोकस्ड म्युचुअल फंड में निवेश के लाभ
- शीर्ष 8 सर्वश्रेष्ठ केंद्रित म्युचुअल फंड FY 22 - 23
- फोकस्ड म्युचुअल फंड में ऑनलाइन निवेश कैसे करें?
- पूछे जाने वाले प्रश्न
- 1. फोकस्ड फंड में कौन निवेश करता है और क्यों?
- 2. फोकस्ड फंड का सबसे महत्वपूर्ण लाभ क्या है?
- 3. फोकस्ड फंड्स के टैक्स निहितार्थ क्या हैं?
- 4. फोकस्ड फंड्स में किसे निवेश करना चाहिए?
- 5. मैं फोकस्ड फंड्स की तुलना कैसे करूं?
- 6. सबसे अच्छे फोकस वाले कुछ फंड कौन से हैं?
- 7. फोकस्ड फंड म्यूचुअल फंड से कैसे अलग है?
Top 8 Equity - Focused Funds
8 बेस्ट परफॉर्मिंग फोकस्ड फंड्स 2022
स्टॉक चुनने में उनके व्यवस्थित दृष्टिकोण के कारण फोकस्ड फंड लोकप्रिय हो रहे हैं। इन फंडों का लक्ष्य द्वारा अधिक रिटर्न प्राप्त करना हैनिवेश सीमित स्टॉक में। लेकिन, इससे पहले कि हम सबसे अच्छा प्रदर्शन करने वाले केंद्रित फंडों की सूची में कूदें, आइए पहले इस म्यूचुअल फंड योजना के उद्देश्य और उद्देश्य को समझें।
फोकस्ड फंड क्या हैं?
फोकस्ड फंड एक प्रकार के होते हैंइक्विटी फंड जो सीमित संख्या में शेयरों में निवेश करता है। ये फंड लार्ज-कैप, मिड, स्मॉल या मल्टी कैप शेयरों पर फोकस करते हैं। भारत की सुरक्षा और विनिमय के अनुसार (सेबी), एक फोकस्ड फंड कम से कम 30 शेयरों में निवेश कर सकता है। एक फोकस्ड फंड स्कीम अपनी कुल संपत्ति का कम से कम 60 प्रतिशत इक्विटी में निवेश कर सकती है।
सीमित संख्या में गुणवत्ता वाली कंपनियों में निवेश करके, जिनके पास विकास की क्षमता है, केंद्रित फंडों का लक्ष्य उच्च रिटर्न देना है। ये फंड मात्रा से अधिक गुणवत्ता पर जोर देते हैं। बड़ी संख्या में होल्डिंग्स में विविधता लाने के बजाय, फ़ोकस फ़ंड के फ़ंड मैनेजर उन शेयरों को रखना पसंद करेंगे, जिन पर सबसे अधिक भरोसा है। इन फंडों द्वारा खरीदी जाने वाली प्रतिभूतियों पर आमतौर पर पूरी तरह से शोध किया जाता है।
इन फंडों के नुकसानों में से एक यह है कि उनमें विविधीकरण की कमी है, इस प्रकार अन्य की तुलना में बड़ी मात्रा में जोखिम का सामना करना पड़ता हैम्यूचुअल फंड्स.
फोकस्ड म्युचुअल फंड में निवेश के लाभ
चूंकि फोकस्ड फंड सीमित शेयरों में निवेश करते हैं, वे बेहद व्यवस्थित होते हैं। ये फंड निवेशकों के पक्ष में काम करने वाले सर्वोत्तम संभव निवेशों को चुनने का प्रयास करते हैं। फोकस्ड फंड का पूरा उद्देश्य सही स्टॉक के साथ बुल की नजर में हिट करना और उच्च रिटर्न अर्जित करना है। फोकस्ड फंड्स के फंड मैनेजर विजेताओं को चुनने और व्यापक स्टॉक के रिटर्न को मात देने में माहिर होते हैंमंडी.
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शीर्ष 8 सर्वश्रेष्ठ केंद्रित म्युचुअल फंड FY 22 - 23
(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 Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for DSP BlackRock Focus Fund Returns up to 1 year are on 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 Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (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 Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile Reliance Mid & Small Cap Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in
a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective
is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends. Nippon India Focused Equity Fund is a Equity - Focused fund was launched on 26 Dec 06. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Focused 30 Fund Growth ₹205.258
↓ -0.22 ₹15,688 -7.4 -5.4 10.6 25 24.9 24 ICICI Prudential Focused Equity Fund Growth ₹78.91
↓ -0.20 ₹10,065 -10.2 -11.3 7.8 21.1 23.8 26.5 Franklin India Focused Equity Fund Growth ₹96.1259
↓ -0.25 ₹11,553 -11.9 -11.9 2.2 17.6 20.5 19.9 DSP BlackRock Focus Fund Growth ₹49.051
↓ -0.06 ₹2,393 -9.7 -11.4 10.1 17.6 15.9 18.5 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 IIFL Focused Equity Fund Growth ₹42.4919
↓ -0.18 ₹6,885 -10.8 -12.9 2.2 16.4 18.5 14.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹126.431
↓ -0.18 ₹7,354 -10 -9.8 3.2 15.5 16.5 18.7 Nippon India Focused Equity Fund Growth ₹106.433
↓ -0.12 ₹7,875 -10.5 -13.1 3.4 15.3 19.6 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25 1. HDFC Focused 30 Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 39 in Focused category. Return for 2024 was 24% , 2023 was 29.6% and 2022 was 18.3% . HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (07 Mar 25) ₹205.258 ↓ -0.22 (-0.11 %) Net Assets (Cr) ₹15,688 on 31 Jan 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 1.06 Information Ratio 1.82 Alpha Ratio 7.72 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,811 28 Feb 22 ₹15,844 28 Feb 23 ₹18,727 29 Feb 24 ₹26,196 28 Feb 25 ₹29,000 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -3.6% 3 Month -7.4% 6 Month -5.4% 1 Year 10.6% 3 Year 25% 5 Year 24.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 29.6% 2021 18.3% 2020 40.1% 2019 4.2% 2018 3.8% 2017 -14.6% 2016 38.7% 2015 2.1% 2014 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Roshi Jain 13 Jan 22 3.13 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Focused 30 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 39.06% Consumer Cyclical 20.08% Health Care 10.65% Technology 4.43% Communication Services 3.65% Industrials 3.31% Basic Materials 2.77% Real Estate 2.12% Asset Allocation
Asset Class Value Cash 12.69% Equity 86.09% Debt 1.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹1,441 Cr 11,500,000
↑ 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹1,393 Cr 8,200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322158% ₹1,331 Cr 13,500,000
↑ 1,100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI5% ₹769 Cr 625,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹668 Cr 4,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK4% ₹665 Cr 3,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5000874% ₹621 Cr 4,200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹569 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH3% ₹535 Cr 3,100,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5436353% ₹489 Cr 21,000,000 2. ICICI Prudential Focused Equity Fund
CAGR/Annualized return of 14% since its launch. Ranked 65 in Focused category. Return for 2024 was 26.5% , 2023 was 28.3% and 2022 was 6% . ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (07 Mar 25) ₹78.91 ↓ -0.20 (-0.25 %) Net Assets (Cr) ₹10,065 on 31 Jan 25 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.99 Sharpe Ratio 0.88 Information Ratio 0.96 Alpha Ratio 8.02 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,501 28 Feb 22 ₹17,287 28 Feb 23 ₹18,592 29 Feb 24 ₹26,532 28 Feb 25 ₹28,389 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.9% 3 Month -10.2% 6 Month -11.3% 1 Year 7.8% 3 Year 21.1% 5 Year 23.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.5% 2022 28.3% 2021 6% 2020 36.1% 2019 24.6% 2018 0.4% 2017 -2.7% 2016 23.4% 2015 10.6% 2014 -5.2% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 2.56 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.18% Health Care 11.56% Basic Materials 11.06% Industrials 10.89% Consumer Cyclical 7.44% Communication Services 7.11% Consumer Defensive 5.1% Real Estate 4.84% Technology 3.8% Utility 3.36% Energy 2.55% Asset Allocation
Asset Class Value Cash 4.77% Equity 95.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹875 Cr 6,986,303 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK7% ₹753 Cr 4,430,854
↑ 345,173 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 5325386% ₹581 Cr 506,033
↑ 91,730 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322156% ₹576 Cr 5,839,940
↑ 343,750 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA5% ₹527 Cr 3,019,645
↓ -110,408 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹397 Cr 2,439,407
↑ 227,935 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY4% ₹382 Cr 2,034,334
↑ 297,200 Lupin Ltd (Healthcare)
Equity, Since 30 Sep 24 | 5002574% ₹356 Cr 1,710,918
↑ 205,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT4% ₹355 Cr 993,958
↓ -6,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 22 | 5325553% ₹338 Cr 10,442,972
↑ 697,876 3. Franklin India Focused Equity Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 28 in Focused category. Return for 2024 was 19.9% , 2023 was 23.5% and 2022 was 8.9% . Franklin India Focused Equity Fund
Growth Launch Date 26 Jul 07 NAV (07 Mar 25) ₹96.1259 ↓ -0.25 (-0.26 %) Net Assets (Cr) ₹11,553 on 31 Jan 25 Category Equity - Focused AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.42 Information Ratio 0.06 Alpha Ratio 1.8 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,561 28 Feb 22 ₹16,125 28 Feb 23 ₹17,211 29 Feb 24 ₹23,523 28 Feb 25 ₹24,126 Returns for Franklin India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.2% 3 Month -11.9% 6 Month -11.9% 1 Year 2.2% 3 Year 17.6% 5 Year 20.5% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.9% 2022 23.5% 2021 8.9% 2020 39.4% 2019 10.9% 2018 10.9% 2017 -8.8% 2016 37.4% 2015 5% 2014 1.5% Fund Manager information for Franklin India Focused Equity Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.37 Yr. Venkatesh Sanjeevi 4 Oct 24 0.4 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin India Focused Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 33.91% Consumer Cyclical 11.96% Health Care 9.31% Industrials 7.97% Technology 7.14% Energy 6.28% Basic Materials 6.14% Communication Services 5.49% Consumer Defensive 4.33% Real Estate 2.7% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | HDFCBANK10% ₹1,155 Cr 6,800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹1,040 Cr 8,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 07 | BHARTIARTL5% ₹634 Cr 3,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322155% ₹592 Cr 6,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE5% ₹582 Cr 4,600,000
↑ 400,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 22 | SUNPHARMA5% ₹558 Cr 3,200,000
↓ -200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433204% ₹518 Cr 23,500,000 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5000874% ₹518 Cr 3,500,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 21 | INFY4% ₹414 Cr 2,200,000
↓ -1,800,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS4% ₹411 Cr 1,000,000
↑ 1,000,000 4. DSP BlackRock Focus Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 27 in Focused category. Return for 2024 was 18.5% , 2023 was 34.2% and 2022 was -4.5% . DSP BlackRock Focus Fund
Growth Launch Date 10 Jun 10 NAV (07 Mar 25) ₹49.051 ↓ -0.06 (-0.12 %) Net Assets (Cr) ₹2,393 on 31 Jan 25 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.15 Sharpe Ratio 0.55 Information Ratio -0.05 Alpha Ratio 3.75 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹11,941 28 Feb 22 ₹13,255 28 Feb 23 ₹13,428 29 Feb 24 ₹18,495 28 Feb 25 ₹19,801 Returns for DSP BlackRock Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.6% 3 Month -9.7% 6 Month -11.4% 1 Year 10.1% 3 Year 17.6% 5 Year 15.9% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% 2014 2% Fund Manager information for DSP BlackRock Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 4.75 Yr. Bhavin Gandhi 1 Feb 24 1.08 Yr. Data below for DSP BlackRock Focus Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.6% Health Care 12.15% Technology 11% Basic Materials 10.18% Consumer Cyclical 9.11% Industrials 6.39% Real Estate 3.83% Energy 3.15% Communication Services 2.97% Consumer Defensive 2.5% Utility 2.05% Asset Allocation
Asset Class Value Cash 6.07% Equity 93.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000347% ₹175 Cr 221,914 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK6% ₹144 Cr 1,148,242 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹115 Cr 677,687 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹107 Cr 742,934
↓ -10,780 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE4% ₹105 Cr 127,542
↓ -1,911 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹99 Cr 766,081 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY4% ₹95 Cr 507,785 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹92 Cr 558,910 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322154% ₹87 Cr 885,319 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 5063953% ₹79 Cr 436,050 5. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,262 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 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
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. IIFL Focused Equity Fund
CAGR/Annualized return of 15% since its launch. Return for 2024 was 14.7% , 2023 was 29.8% and 2022 was -0.9% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (07 Mar 25) ₹42.4919 ↓ -0.18 (-0.42 %) Net Assets (Cr) ₹6,885 on 31 Jan 25 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0.25 Information Ratio -0.31 Alpha Ratio -0.03 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,921 28 Feb 22 ₹15,659 28 Feb 23 ₹16,221 29 Feb 24 ₹22,190 28 Feb 25 ₹22,669 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.5% 3 Month -10.8% 6 Month -12.9% 1 Year 2.2% 3 Year 16.4% 5 Year 18.5% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 14.7% 2022 29.8% 2021 -0.9% 2020 36.4% 2019 23.8% 2018 27.3% 2017 -6.8% 2016 30% 2015 9.9% 2014 1.8% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 5.31 Yr. Ashish Ongari 21 Feb 25 0.02 Yr. Data below for IIFL Focused Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.54% Consumer Cyclical 15.56% Industrials 11.69% Technology 11.22% Communication Services 10.14% Basic Materials 6.28% Health Care 6.02% Consumer Defensive 1.69% Utility 1.47% Asset Allocation
Asset Class Value Cash 4.37% Equity 95.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹611 Cr 3,596,603
↓ -162,848 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY7% ₹512 Cr 2,723,538
↓ -99,046 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹471 Cr 3,761,052
↓ -218,143 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹342 Cr 957,790
↓ -6,480 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹334 Cr 2,052,063
↓ -97,138 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹330 Cr 2,568,349
↓ -18,671 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS5% ₹325 Cr 4,536,343
↓ -30,065 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000344% ₹284 Cr 360,712 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | DIVISLAB4% ₹277 Cr 496,387 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348164% ₹270 Cr 7,775,699 7. Aditya Birla Sun Life Focused Equity Fund
CAGR/Annualized return of 14% since its launch. Ranked 24 in Focused category. Return for 2024 was 18.7% , 2023 was 23% and 2022 was 0.4% . Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (07 Mar 25) ₹126.431 ↓ -0.18 (-0.14 %) Net Assets (Cr) ₹7,354 on 31 Jan 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.47 Information Ratio -0.51 Alpha Ratio 2.37 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,527 28 Feb 22 ₹14,616 28 Feb 23 ₹14,833 29 Feb 24 ₹20,075 28 Feb 25 ₹20,677 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.6% 3 Month -10% 6 Month -9.8% 1 Year 3.2% 3 Year 15.5% 5 Year 16.5% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% 2014 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 3.82 Yr. Dhaval Joshi 21 Nov 22 2.27 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 31.57% Consumer Cyclical 14.57% Technology 12.97% Consumer Defensive 7.52% Industrials 6.44% Communication Services 5.53% Energy 5.44% Basic Materials 4.15% Utility 3.83% Health Care 3.5% Real Estate 2.79% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹616 Cr 4,918,106
↓ -197,223 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY7% ₹489 Cr 2,599,378
↓ -175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL6% ₹407 Cr 2,502,396
↓ -78,887 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE5% ₹400 Cr 3,163,055 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹373 Cr 2,193,113
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT5% ₹337 Cr 943,553 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M4% ₹316 Cr 1,056,818 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹282 Cr 8,693,886 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹276 Cr 2,800,369 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA3% ₹257 Cr 1,473,930 8. Nippon India Focused Equity Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 30 in Focused category. Return for 2024 was 10.1% , 2023 was 27.1% and 2022 was 7.7% . Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (07 Mar 25) ₹106.433 ↓ -0.12 (-0.11 %) Net Assets (Cr) ₹7,875 on 31 Jan 25 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.87 Sharpe Ratio 0 Information Ratio -0.67 Alpha Ratio -3.36 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,428 28 Feb 22 ₹16,595 28 Feb 23 ₹17,185 29 Feb 24 ₹22,727 28 Feb 25 ₹23,249 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -3.8% 3 Month -10.5% 6 Month -13.1% 1 Year 3.4% 3 Year 15.3% 5 Year 19.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 10.1% 2022 27.1% 2021 7.7% 2020 36.6% 2019 16.1% 2018 7% 2017 -12.7% 2016 42.7% 2015 2.9% 2014 8.3% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 6.82 Yr. Kinjal Desai 25 May 18 6.77 Yr. Rishit Parikh 19 Aug 24 0.53 Yr. Data below for Nippon India Focused Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 36.38% Consumer Cyclical 20.65% Industrials 11.91% Health Care 7.25% Technology 5.5% Energy 5.08% Basic Materials 3.18% Communication Services 3.12% Asset Allocation
Asset Class Value Cash 6.92% Equity 93.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹627 Cr 3,689,641
↓ -50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK7% ₹540 Cr 4,311,739
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322157% ₹512 Cr 5,196,932 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY6% ₹433 Cr 2,305,027 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹400 Cr 3,165,064 Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5329785% ₹360 Cr 2,076,456 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹334 Cr 4,287,882 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO4% ₹288 Cr 663,024 3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA4% ₹279 Cr 93,302 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO3% ₹258 Cr 595,909
↑ 119,376
फोकस्ड म्युचुअल फंड में ऑनलाइन निवेश कैसे करें?
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पूछे जाने वाले प्रश्न
1. फोकस्ड फंड में कौन निवेश करता है और क्यों?
ए: फोकस्ड फंड अनुभवी निवेशकों के लिए आदर्श हैं जो कर सकते हैंहैंडल बाजार की अस्थिरता। इसका प्राथमिक कारण यह है कि केंद्रित फंड उच्च जोखिम वाले निवेश होते हैं और अक्सर अपेक्षित रिटर्न नहीं देते हैं। इसलिए, फंड और निवेश अवधि का मूल्यांकन करना महत्वपूर्ण है। ये कयास केवल अनुभवी निवेशक ही लगा सकते हैं।
2. फोकस्ड फंड का सबसे महत्वपूर्ण लाभ क्या है?
ए: यदि आप फोकस्ड फंड में निवेश करते हैं, तो आप अपने निवेश पोर्टफोलियो में सफलतापूर्वक विविधता ला सकते हैं। हालांकि आपको फोकस्ड फंड्स के साथ रिटर्न के बारे में आश्वस्त नहीं किया जा सकता है, ये उच्च रिटर्न देने के लिए जाने जाते हैं। इसलिए, यदि आप उच्च रिटर्न देने वाली संपत्तियों के साथ एक निवेश पोर्टफोलियो बनाना चाहते हैं, तो आपको फोकस्ड फंडों में निवेश करना चाहिए।
3. फोकस्ड फंड्स के टैक्स निहितार्थ क्या हैं?
ए: फोकस्ड फंड्स के टैक्स निहितार्थ फोकस्ड फंड्स के प्रकार पर निर्भर करेंगे। कर निहितार्थ इस प्रकार हैं:
- इक्विटी आधारित फोकस्ड फंडों के मामले में, लंबी अवधि के लिए आप पर 10% कर लगाया जाएगाराजधानी लाभ अगर राशि 1 लाख रुपये से अधिक है। हालांकि, अगर आप इन फंडों पर बचत करना चाहते हैं'करों, लॉक-इन अवधि को छत्तीस महीने तक बढ़ाएं।
- डेट-बेस्ड फोकस्ड फंड्स में लॉन्ग टर्मपूंजीगत लाभ इंडेक्सेशन के बाद 20% टैक्स लगता है। इंडेक्सेशन में फैक्टरिंग की जाएगीमुद्रास्फीति भाव।
4. फोकस्ड फंड्स में किसे निवेश करना चाहिए?
ए: कोई है जो 3 से 5 साल के लिए निवेश रखने के लिए तैयार है। इसलिए, जो निवेशक लंबी अवधि के निवेश की तलाश में हैं, उन्हें फोकस्ड फंडों में निवेश करने पर विचार करना चाहिए।
5. मैं फोकस्ड फंड्स की तुलना कैसे करूं?
ए: जब आप दो फोकस्ड फंडों की तुलना करते हैं, तो आपको इस पर विचार करना चाहिएनहीं हैं फंड की और फंड की 3 साल और 5 साल की विकास दर। आमतौर पर, उन फंडों में निवेश करना जिनमें अधिक वृद्धि दर दिखाई देती है, उन्हें बेहतर निवेश माना जाएगा।
6. सबसे अच्छे फोकस वाले कुछ फंड कौन से हैं?
ए: वर्तमान में कुछ सर्वोत्तम-केंद्रित फंड जिन्हें आप निवेश करने के बारे में सोच सकते हैं, वे हैंIIFL फोकस्ड इक्विटी फंड (5 साल की ग्रोथ रेट 18.8%), प्रिंसिपल फोकस्ड मल्टीकैप फंड (5 साल की ग्रोथ रेट 15.7%), एक्सिस फोकस्ड 25 फंड (17.9% की 5 साल की ग्रोथ रेट) और निप्पॉन इंडिया फोकस्ड इक्विटी फंड (5 साल की ग्रोथ रेट 16.5%) )
7. फोकस्ड फंड म्यूचुअल फंड से कैसे अलग है?
ए: फोकस्ड फंड में म्यूचुअल फंड की सीमाएं नहीं होती हैं, जहां कुछ क्षेत्रों में विशिष्ट प्रतिशत निवेश करना पड़ता है। यहां निवेश विशिष्ट कंपनियों के शेयरों पर केंद्रित है, इस प्रकार, बेहतर प्रदर्शन की संभावना बढ़ जाती है। उन शेयरों में निवेश करके रिटर्न सीमित किया जा सकता है जो अच्छा प्रदर्शन नहीं करते हैं और जब तक ये प्रदर्शन में सुधार नहीं करते हैं। निवेश का चुनाव फंड पर निर्भर करता है।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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