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2022 میں سرمایہ کاری کے لیے 8 بہترین پرفارمنگ فوکسڈ میوچل فنڈز

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8 بہترین پرفارمنگ فوکسڈ فنڈز 2022

Updated on March 31, 2025 , 50622 views

فوکسڈ فنڈز اسٹاک کے انتخاب میں اپنے منظم انداز کی وجہ سے مقبول ہو رہے ہیں۔ ان فنڈز کا مقصد زیادہ منافع حاصل کرنا ہے۔سرمایہ کاری محدود اسٹاک میں. لیکن، اس سے پہلے کہ ہم بہترین کارکردگی کا مظاہرہ کرنے والے فوکسڈ فنڈز کی فہرست پر جائیں، آئیے پہلے اس میوچل فنڈ اسکیم کے مقصد اور مقصد کو سمجھیں۔

فوکسڈ فنڈز کیا ہیں؟

فوکسڈ فنڈز کی ایک قسم ہے۔ایکویٹی فنڈ جو محدود تعداد میں اسٹاک میں سرمایہ کاری کرتا ہے۔ یہ فنڈز بڑے کیپ، درمیانی، چھوٹے یا ملٹی کیپ اسٹاک پر توجہ مرکوز کرتے ہیں۔ سیکورٹی اینڈ ایکسچینج آف انڈیا کے مطابق (SEBI)، ایک فوکسڈ فنڈ کم از کم 30 اسٹاکس میں سرمایہ کاری کر سکتا ہے۔ ایک فوکسڈ فنڈ اسکیم اپنے کل اثاثوں کا کم از کم 60 فیصد ایکوئٹی میں لگا سکتی ہے۔

محدود تعداد میں معیاری کمپنیوں میں سرمایہ کاری کر کے جن میں ترقی کی صلاحیت ہے، فوکسڈ فنڈز کا مقصد زیادہ منافع دینا ہے۔ یہ فنڈز مقدار سے زیادہ معیار پر زور دیتے ہیں۔ ہولڈنگز کی ایک بڑی تعداد میں تنوع لانے کے بجائے، فوکسڈ فنڈز کے فنڈ مینیجر ایسے اسٹاک کو ترجیح دیں گے جن پر سب سے زیادہ اعتماد ہو۔

ان فنڈز کے نقصانات میں سے ایک یہ ہے کہ ان میں تنوع کا فقدان ہے، اس طرح دیگر فنڈز کے مقابلے میں بہت زیادہ خطرے کا سامنا کرنا پڑتا ہے۔باہمی چندہ.

فوکسڈ میوچل فنڈز میں سرمایہ کاری کے فوائد

چونکہ فوکسڈ فنڈز محدود اسٹاک میں سرمایہ کاری کرتے ہیں، یہ انتہائی طریقہ کار ہیں۔ یہ فنڈز بہترین ممکنہ سرمایہ کاری کا انتخاب کرنے کی کوشش کرتے ہیں جو سرمایہ کاروں کے حق میں کام کر سکیں۔ فوکسڈ فنڈ کا پورا مقصد صحیح اسٹاک کے ساتھ بیل کی آنکھ کو نشانہ بنانا اور زیادہ منافع کمانا ہے۔ فوکسڈ فنڈز کے فنڈ مینیجر فاتحین کو چننے اور وسیع تر اسٹاک کے منافع کو شکست دینے میں ماہر ہوتے ہیں۔مارکیٹ.

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ٹاپ 8 بہترین فوکسڈ میوچل فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Focused 30 Fund Growth ₹213.359
↑ 1.33
₹15,516-2.3-5.314.1223324
ICICI Prudential Focused Equity Fund Growth ₹82.94
↑ 0.82
₹9,533-3.5-9.610.418.930.426.5
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354-58.524.51717.3
DSP BlackRock Focus Fund Growth ₹50.983
↑ 0.36
₹2,259-4.6-9.814.215.824.518.5
Franklin India Focused Equity Fund Growth ₹98.8662
↑ 1.22
₹10,907-7.5-12.73.814.528.419.9
IIFL Focused Equity Fund Growth ₹43.8709
↑ 0.44
₹6,352-5-11.95142714.7
Aditya Birla Sun Life Focused Equity Fund Growth ₹130.721
↑ 1.22
₹6,941-5.4-10.67.212.724.218.7
Nippon India Focused Equity Fund Growth ₹110.047
↑ 0.78
₹7,480-5.2-11.7711.928.610.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 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 16.1% 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 (02 Apr 25) ₹213.359 ↑ 1.33   (0.63 %)
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 2 Apr 25

DurationReturns
1 Month 5.7%
3 Month -2.3%
6 Month -5.3%
1 Year 14.1%
3 Year 22%
5 Year 33%
10 Year
15 Year
Since launch 16.1%
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 14.3% 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 (02 Apr 25) ₹82.94 ↑ 0.82   (1.00 %)
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 2 Apr 25

DurationReturns
1 Month 7.7%
3 Month -3.5%
6 Month -9.6%
1 Year 10.4%
3 Year 18.9%
5 Year 30.4%
10 Year
15 Year
Since launch 14.3%
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 2 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 (02 Apr 25) ₹50.983 ↑ 0.36   (0.71 %)
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 2 Apr 25

DurationReturns
1 Month 7%
3 Month -4.6%
6 Month -9.8%
1 Year 14.2%
3 Year 15.8%
5 Year 24.5%
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 (02 Apr 25) ₹98.8662 ↑ 1.22   (1.25 %)
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 2 Apr 25

DurationReturns
1 Month 4.3%
3 Month -7.5%
6 Month -12.7%
1 Year 3.8%
3 Year 14.5%
5 Year 28.4%
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 15.2% 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 (02 Apr 25) ₹43.8709 ↑ 0.44   (1.00 %)
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 ₹598,181.
Net Profit of ₹298,181
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 2 Apr 25

DurationReturns
1 Month 5.4%
3 Month -5%
6 Month -11.9%
1 Year 5%
3 Year 14%
5 Year 27%
10 Year
15 Year
Since launch 15.2%
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 (02 Apr 25) ₹130.721 ↑ 1.22   (0.94 %)
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 ₹556,833.
Net Profit of ₹256,833
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 2 Apr 25

DurationReturns
1 Month 5.5%
3 Month -5.4%
6 Month -10.6%
1 Year 7.2%
3 Year 12.7%
5 Year 24.2%
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. Nippon India Focused Equity Fund

(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 CAGR/Annualized return of 14% since its launch.  Ranked 30 in Focused category.  Return for 2024 was 10.1% , 2023 was 27.1% and 2022 was 7.7% .

Below is the key information for Nippon India Focused Equity Fund

Nippon India Focused Equity Fund
Growth
Launch Date 26 Dec 06
NAV (02 Apr 25) ₹110.047 ↑ 0.78   (0.71 %)
Net Assets (Cr) ₹7,480 on 28 Feb 25
Category Equity - Focused
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.87
Sharpe Ratio -0.25
Information Ratio -0.18
Alpha Ratio 2.08
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₹19,823
31 Mar 22₹24,154
31 Mar 23₹23,978
31 Mar 24₹31,763
31 Mar 25₹34,429

Nippon 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 Nippon 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 2 Apr 25

DurationReturns
1 Month 5.6%
3 Month -5.2%
6 Month -11.7%
1 Year 7%
3 Year 11.9%
5 Year 28.6%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.1%
2023 27.1%
2022 7.7%
2021 36.6%
2020 16.1%
2019 7%
2018 -12.7%
2017 42.7%
2016 2.9%
2015 8.3%
Fund Manager information for Nippon India Focused Equity Fund
NameSinceTenure
Vinay Sharma7 May 186.9 Yr.
Kinjal Desai25 May 186.86 Yr.
Rishit Parikh19 Aug 240.61 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.63%
Consumer Cyclical21.99%
Industrials11.6%
Health Care7.03%
Energy5.08%
Technology4.75%
Basic Materials3.08%
Communication Services2.89%
Asset Allocation
Asset ClassValue
Cash5.95%
Equity94.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹579 Cr3,339,641
↓ -350,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹548 Cr5,396,932
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
7%₹519 Cr4,311,739
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
5%₹380 Cr3,165,064
Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY
5%₹355 Cr2,105,027
↓ -200,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD
5%₹339 Cr4,042,073
↓ -245,809
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Sep 24 | 532978
5%₹337 Cr1,800,000
↓ -276,456
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO
4%₹267 Cr595,909
3M India Ltd (Industrials)
Equity, Since 30 Jun 22 | 3MINDIA
3%₹251 Cr95,302
↑ 2,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | HEROMOTOCO
3%₹244 Cr663,024

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    شروع کرنے کے

اکثر پوچھے گئے سوالات

1. فوکسڈ فنڈز میں کون سرمایہ کاری کرتا ہے اور کیوں؟

A: فوکسڈ فنڈز تجربہ کار سرمایہ کاروں کے لیے مثالی ہیں جو کر سکتے ہیں۔ہینڈل مارکیٹ میں اتار چڑھاؤ. اس کی بنیادی وجہ یہ ہے کہ فوکسڈ فنڈز زیادہ خطرہ والی سرمایہ کاری ہیں اور اکثر متوقع منافع نہیں دیتے۔ لہذا، فنڈز اور سرمایہ کاری کی مدت کا بھی جائزہ لینا بہت ضروری ہے۔ یہ قیاس آرائیاں صرف تجربہ کار سرمایہ کار ہی کامیابی سے کر سکتے ہیں۔

2. فوکسڈ فنڈز کا سب سے اہم فائدہ کیا ہے؟

A: اگر آپ فوکسڈ فنڈز میں سرمایہ کاری کرتے ہیں، تو آپ اپنے سرمایہ کاری کے پورٹ فولیو کو کامیابی کے ساتھ متنوع بنا سکتے ہیں۔ اگرچہ آپ کو فوکسڈ فنڈز کے ساتھ واپسی کا یقین نہیں دلایا جا سکتا ہے، لیکن یہ زیادہ منافع پیدا کرنے کے لیے جانے جاتے ہیں۔ لہذا، اگر آپ ایسے اثاثوں کے ساتھ سرمایہ کاری کا پورٹ فولیو بنانا چاہتے ہیں جو زیادہ منافع پیدا کرتے ہیں، تو آپ کو فوکسڈ فنڈز میں سرمایہ کاری کرنی چاہیے۔

3. فوکسڈ فنڈز کے ٹیکس مضمرات کیا ہیں؟

A: فوکسڈ فنڈز کے ٹیکس مضمرات فوکسڈ فنڈز کی قسم پر منحصر ہوں گے۔ ٹیکس کے اثرات درج ذیل ہیں:

  • ایکویٹی پر مبنی فوکسڈ فنڈز کی صورت میں، آپ پر طویل مدت کے لیے 10% ٹیکس لگایا جائے گا۔سرمایہ اگر رقم 1 لاکھ روپے سے زیادہ ہو تو فائدہ۔ تاہم، اگر آپ ان فنڈز پر بچت کرنا چاہتے ہیں'ٹیکسلاک ان کی مدت کو چھتیس ماہ تک بڑھا دیں۔
  • قرض پر مبنی فوکسڈ فنڈز میں، طویل مدتیکیپٹل گینز انڈیکسیشن کے بعد 20% پر ٹیکس لگایا جاتا ہے۔ انڈیکسیشن میں فیکٹرنگ کی جائے گی۔مہنگائی شرح

4. فوکسڈ فنڈز میں کون سرمایہ کاری کرے؟

A: کوئی ایسا شخص جو 3 سے 5 سال تک سرمایہ کاری رکھنے کے لیے تیار ہو۔ لہذا، سرمایہ کار جو طویل مدتی سرمایہ کاری کے خواہاں ہیں، انہیں فوکسڈ فنڈز میں سرمایہ کاری پر غور کرنا چاہیے۔

5. میں فوکسڈ فنڈز کا موازنہ کیسے کروں گا؟

A: جب آپ دو فوکسڈ فنڈز کا موازنہ کرتے ہیں تو آپ کو غور کرنا چاہیے۔نہیں ہیں فنڈز اور فنڈز کی 3 سال اور 5 سالہ ترقی کی شرح۔ عام طور پر، ایسے فنڈز میں سرمایہ کاری کرنا جنہوں نے ترقی کی زیادہ شرح ظاہر کی ہو، ایک بہتر سرمایہ کاری سمجھا جائے گا۔

6. بہترین فوکسڈ فنڈز کون سے ہیں؟

A: اس وقت چند بہترین فوکسڈ فنڈز ہیں جن کے بارے میں آپ سرمایہ کاری کے بارے میں سوچ سکتے ہیں۔آئی آئی ایف ایل فوکسڈ ایکویٹی فنڈ (5سالہ ترقی کی شرح 18.8%)، پرنسپل فوکسڈ ملٹی کیپ فنڈ (5سالہ ترقی کی شرح 15.7%)، ایکسس فوکسڈ 25 فنڈ (5سالہ ترقی کی شرح 17.9%) اور نیپون انڈیا فوکسڈ ایکویٹی فنڈ (5سالہ ترقی کی شرح 16.5%) )۔

7. فوکسڈ فنڈ میوچل فنڈز سے کیسے مختلف ہے؟

A: فوکسڈ فنڈز میں میوچل فنڈز کی حدود نہیں ہوتی ہیں، جہاں مخصوص شعبوں میں مخصوص فیصد سرمایہ کاری کرنی پڑتی ہے۔ یہاں سرمایہ کاری مخصوص کمپنیوں کے اسٹاک پر مرکوز ہے، اس طرح بہتر کارکردگی کے امکانات بڑھ جاتے ہیں۔ ریٹرن کو ایسے اسٹاک میں سرمایہ کاری کرکے محدود کیا جا سکتا ہے جو اچھی کارکردگی نہیں دکھاتے اور جب تک ان کی کارکردگی بہتر نہ ہو اسے برقرار رکھ کر۔ سرمایہ کاری کا انتخاب فنڈ پر منحصر ہے۔

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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