Focused funds invest in number of stocks in the portfolio that restricted to a maximum of 30.
Minimum Recommend Duration: 3 to 4 Years.
Min. SIP: Rs. 1000
Min. Lumpsum: Rs. 5000
See below are Year wise yield of Focused MF Schemes from 2010 - 2020:
Scheme
Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
IIFL
Focused Equity Fund |
23% |
27% |
-7% |
30% |
9% |
2% |
5% |
- |
- |
- |
- |
Quant
Focused Fund |
24% |
3% |
-8% |
35% |
5% |
18% |
64% |
0% |
50% |
-32% |
14% |
Principal
Focused Multicap Fund |
19% |
12% |
0% |
32% |
3% |
0% |
43% |
2% |
34% |
-26% |
21% |
SBI
Focused Equity Fund |
15% |
16% |
-4% |
45% |
1% |
4% |
58% |
-8% |
56% |
-11% |
33% |
Nippon
India Focused Equity Fund |
15% |
5% |
-13% |
43% |
2% |
8% |
80% |
2% |
42% |
-29% |
26% |
Franklin
India Focused Equity Fund |
10% |
10% |
-8% |
37% |
4% |
1% |
79% |
9% |
43% |
-25% |
15% |
ICICI
Prudential Focused Equity Fund |
24% |
- |
-3% |
23% |
10% |
-5% |
40% |
8% |
31% |
-24% |
21% |
Aditya
Birla Sun Life Focused Equity Fund |
15% |
12% |
-3% |
31% |
6% |
0% |
49% |
8% |
36% |
-22% |
18% |
BNP
Paribas Focused 25 Equity Fund |
15% |
13% |
-12% |
3% |
- |
- |
- |
- |
- |
- |
- |
IDBI
Focused 30 Equity Fund |
19% |
7% |
-5% |
1% |
- |
- |
- |
- |
- |
- |
- |
Axis
Focused 25 Fund |
21% |
15% |
1% |
45% |
4% |
4% |
39% |
4% |
15% |
- |
- |
Sundaram
Select Focus |
12% |
15% |
2% |
36% |
0% |
-3% |
34% |
3% |
22% |
-24% |
13% |
HDFC
Focused 30 Fund |
4% |
4% |
-14% |
39% |
1% |
5% |
51% |
-4% |
23% |
-26% |
28% |
Motilal
Oswal Focused 25 Fund |
17% |
17% |
-4% |
32% |
1% |
6% |
44% |
4% |
- |
- |
- |
DSP
Focus Fund |
9% |
18% |
-5% |
29% |
5% |
2% |
50% |
-2% |
27% |
-22% |
12% |
JM Core
11 Fund |
7% |
11% |
-4% |
43% |
10% |
-3% |
51% |
-2% |
47% |
-40% |
-7% |
IDFC
Focused Equity Fund |
15% |
9% |
-12% |
54% |
1% |
-5% |
32% |
2% |
21% |
-21% |
16% |
Kotak
Focused Equity Fund |
13% |
9% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Mahindra
Manulife Focused Equity Yojana |
8% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Invesco
India Focused 20 Equity Fund |
16% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Tata
Focused Equity Fund |
12% |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
HSBC
Focused Equity Fund |
26% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Union
Focused Fund |
20% |
13% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Mirae
Asset Focused Fund |
21% |
18% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
L&T
Focused Equity Fund |
13% |
13% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
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