Mutual Fund Category AMFI: 'Equity Scheme - Focused Fund', 'Equity Schemes - Focused Fund'

Focused Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

A scheme focused on the number of stocks (maximum 30) Minimum investment in equity & equity related instruments - 80 % of total assets

Goal

Exposure to concentrated portfolios as per details in the scheme.

Taxation

Taxed as Equity.

Questions

What is effect of concentration on risk and return?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-FOCUSED-FUNDS benchmark series. View Focused Funds Series Details

End Amount

₹64,488.35

Initial: ₹10000 (Lumpsum)

Category CAGR

14.47%

Focused Funds Return

Benchmark CAGR

12.99%

NIFTY500

Inflation Adj. CAGR

9.17%

Real Annualized Return

Alpha

0.01

Excess Return vs Benchmark

Beta

0.98

Volatility vs Benchmark

Sharpe Ratio

0.55

Risk-Adjusted Return

Sortino Ratio

0.82

Downside Risk-Adjusted Return

Focused Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (28) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
360 ONE Focused Fund-Direct Plan-Growth MF_131580	8.13%	18.80%	15.14%	17.06%
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan MF_119564	5.49%	14.47%	12.26%	14.58%
Axis Focused Fund - Direct Plan - Growth Option MF_120468	5.58%	14.05%	11.39%	13.78%
Bandhan Focused Fund - Direct Plan - Growth MF_118421	5.40%	13.82%	11.47%	13.99%
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option MF_150264	-	-	-	-
Canara Robeco Focused Fund - Direct Plan - Growth Option MF_148883	-	-	-	-
DSP Focused Fund - Direct Plan - Growth MF_119096	4.19%	13.59%	11.46%	13.52%
Edelweiss Focused Fund - Direct Plan - Growth MF_150376	-	-	-	-
Franklin India Focused Equity Fund - Direct - Growth MF_118564	3.93%	16.36%	12.70%	16.40%
HDFC Focused Fund - Growth Option - Direct Plan MF_118950	1.76%	15.05%	13.95%	15.81%
HSBC Focused Fund - Direct Growth MF_148411	-	-	-	-
ICICI Prudential Focused Fund - Direct Plan - Growth MF_120722	3.51%	15.11%	14.03%	16.20%
ITI Focused Fund - Direct Plan - Growth MF_151777	-	-	-	-
Invesco India Focused Fund - Direct Plan - Growth MF_148481	-	-	-	-
JM Focused Fund (Direct) - Growth Option MF_120488	6.27%	14.63%	12.11%	15.25%
Kotak Focused Fund- Direct Plan- Growth option MF_147473	-	-	-	-
LIC MF Focused Fund-Direct Plan-Growth MF_152010	-	-	-	-
Mahindra Manulife Focused Fund - Direct Plan -Growth MF_148567	-	-	-	-
Mirae Asset Focused Fund - Direct Plan - Growth MF_147206	5.27%	17.68%	-	-
Motilal Oswal Focused Fund - Direct Plan Growth Option MF_122389	6.67%	13.48%	9.78%	13.29%
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option MF_118692	4.27%	15.85%	12.58%	15.70%
Old Bridge Focused Fund - Direct Growth MF_152358	-	-	-	-
quant Focused Fund - Growth Option-Direct Plan MF_120834	5.80%	16.65%	14.41%	17.12%
SBI FOCUSED FUND - DIRECT PLAN -GROWTH MF_119727	9.34%	17.18%	14.18%	16.16%
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option MF_149533	-	-	-	-
Tata Focused Fund-Direct Plan-Growth MF_147757	-	-	-	-
UTI Focused Fund (30 stocks) - Direct Plan - Growth Option MF_149091	-	-	-	-
Union Focused Fund - Direct Plan - Growth Option MF_147492	-	-	-	-