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Equity - Focused Fund 2024

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Kotak Focused Equity Fund(G)-Direct Plan
Kotak Focused Equity Fund(G)-Direct Plan
25.99
3,558
19.2
16 Jul' 19
28.09
15.08
17.77
N/A
24.36
20.06
20.76
N/A
Unlock
360 ONE Focused Equity Fund(G)-Direct Plan
360 ONE Focused Equity Fund(G)-Direct Plan
51.15
7,305
17.4
30 Oct' 14
26.42
16.22
21.32
17.8
19.60
18.25
18.34
18.19
Unlock
Quant Focused Fund(G)
Quant Focused Fund(G)
83.78
1,118
13.8
01 Aug' 08
26.61
17.46
21.48
15.8
21.05
18.92
16.75
16.25
Unlock
Quant Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
92.14
1,118
18.1
07 Jan' 13
26.61
17.46
21.48
15.8
22.33
18.75
16.82
18.42
Unlock
360 ONE Focused Equity Fund-Reg(G)
360 ONE Focused Equity Fund-Reg(G)
45.39
7,305
16.1
30 Oct' 14
26.42
16.22
21.32
17.8
18.20
16.80
16.86
16.80
Unlock
Sundaram Focused Fund(G)-Direct Plan
Sundaram Focused Fund(G)-Direct Plan
176.50
1,118
15.6
01 Jan' 13
27.38
14.32
18.93
15.12
17.17
15.30
14.72
15.17
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Union Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
26.82
423
20.1
05 Aug' 19
22.03
12.45
17.73
N/A
23.69
19.03
19.78
N/A
Unlock
Nippon India Focused Equity Fund(G)
Nippon India Focused Equity Fund(G)
114.29
8,412
14.5
26 Dec' 06
20.02
15.98
19.96
14.67
19.52
18.47
16.43
15.87
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Franklin India Focused Equity Fund(G)
Franklin India Focused Equity Fund(G)
104.66
12,183
14.4
26 Jul' 07
29.11
18.39
20.07
15.23
19.82
18.37
16.53
16.11
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Kotak Focused Equity Fund-Reg(G)
Kotak Focused Equity Fund-Reg(G)
23.83
3,558
17.3
16 Jul' 19
28.09
15.08
17.77
N/A
22.40
18.15
18.84
N/A
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Mirae Asset Focused Fund(G)-Direct Plan
Mirae Asset Focused Fund(G)-Direct Plan
27.52
8,287
19.8
14 May' 19
22.72
9.43
16.85
N/A
22.24
17.96
19.20
N/A
Unlock
Union Focused Fund-Reg(G)
Union Focused Fund-Reg(G)
25.49
423
19
05 Aug' 19
22.03
12.45
17.73
N/A
22.55
17.93
18.67
N/A
Unlock
Nippon India Focused Equity Fund(G)-Direct Pla...
Nippon India Focused Equity Fund(G)-Direct Pla...
125.25
8,412
18
01 Jan' 13
20.02
15.98
19.96
14.67
20.45
17.89
15.80
17.49
Unlock
Franklin India Focused Equity Fund(G)-Direct P...
Franklin India Focused Equity Fund(G)-Direct P...
117.35
12,183
19
01 Jan' 13
29.11
18.39
20.07
15.23
21.04
17.70
15.82
17.37
Unlock
SBI Focused Equity Fund(G)-Direct Plan
SBI Focused Equity Fund(G)-Direct Plan
372.41
34,747
16.2
01 Jan' 13
21.06
9.07
16.61
15.23
18.97
16.92
16.40
16.81
Unlock
SBI Focused Equity Fund-Reg(G)
SBI Focused Equity Fund-Reg(G)
333.24
34,747
18.9
11 Oct' 04
21.06
9.07
16.61
15.23
17.85
16.66
16.36
16.27
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Baroda BNP Paribas Focused Fund(G)-Direct Plan
Baroda BNP Paribas Focused Fund(G)-Direct Plan
24.61
689
13.3
06 Oct' 17
26.62
15.7
17.08
N/A
16.66
16.60
15.37
N/A
Unlock
Mirae Asset Focused Fund-Reg(G)
Mirae Asset Focused Fund-Reg(G)
25.47
8,287
18.1
14 May' 19
22.72
9.43
16.85
N/A
20.58
16.38
17.59
N/A
Unlock
HDFC Focused 30 Fund(G)-Direct Plan
HDFC Focused 30 Fund(G)-Direct Plan
244.55
15,521
16.4
31 Dec' 12
35.5
25.91
22.93
15.07
18.70
15.76
13.20
15.18
Unlock
LIC MF Focused Fund(G)-Direct Plan
LIC MF Focused Fund(G)-Direct Plan
22.65
143
12.2
17 Nov' 17
24.21
12.02
16.09
N/A
14.75
15.74
14.01
N/A
Unlock
ICICI Pru Focused Equity Fund(G)-Direct Plan
ICICI Pru Focused Equity Fund(G)-Direct Plan
96.44
9,945
16.6
09 Jan' 13
36.39
21.18
23.96
16.3
18.34
15.50
14.28
15.26
Unlock
JM Focused Fund(G)-Direct Plan
JM Focused Fund(G)-Direct Plan
23.43
212
16.2
01 Jan' 13
32.04
21.77
16.88
15.4
18.68
15.40
13.83
15.14
Unlock
Sundaram Focused Fund(G)
Sundaram Focused Fund(G)
160.26
1,118
15.6
11 Nov' 05
27.38
14.32
18.93
15.12
16.20
14.95
13.51
13.05
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HDFC Focused 30 Fund(G)
HDFC Focused 30 Fund(G)
216.94
15,521
16.4
17 Sep' 04
35.5
25.91
22.93
15.07
17.43
14.94
11.85
11.63
Unlock
Baroda BNP Paribas Focused Fund-Reg(G)
Baroda BNP Paribas Focused Fund-Reg(G)
21.96
689
11.5
06 Oct' 17
26.62
15.7
17.08
N/A
14.82
14.78
13.57
N/A
Unlock
Axis Focused Fund(G)-Direct Plan
Axis Focused Fund(G)-Direct Plan
60.83
13,289
14.8
01 Jan' 13
22.4
5.17
11.89
13.36
16.71
14.75
14.94
14.66
Unlock
ICICI Pru Focused Equity Fund(G)
ICICI Pru Focused Equity Fund(G)
84.69
9,945
14.7
28 May' 09
36.39
21.18
23.96
16.3
16.98
14.70
12.89
12.26
Unlock
Aditya Birla SL Focused Fund(G)
Aditya Birla SL Focused Fund(G)
134.66
7,706
14.5
24 Oct' 05
29.65
15.07
17.14
14
15.63
14.68
13.67
13.38
Unlock
Aditya Birla SL Focused Fund(G)-Direct Plan
Aditya Birla SL Focused Fund(G)-Direct Plan
150.88
7,706
15.7
01 Jan' 13
29.65
15.07
17.14
14
16.78
14.68
13.67
14.54
Unlock
JM Focused Fund-Reg(G)
JM Focused Fund-Reg(G)
20.27
212
4.3
05 Mar' 08
32.04
21.77
16.88
15.4
17.20
14.58
12.09
11.02
Unlock
LIC MF Focused Fund-Reg(G)
LIC MF Focused Fund-Reg(G)
20.73
143
10.8
17 Nov' 17
24.21
12.02
16.09
N/A
13.48
14.56
12.81
N/A
Unlock
Motilal Oswal Focused Fund(G)-Direct Plan
Motilal Oswal Focused Fund(G)-Direct Plan
52.52
1,865
15.3
13 May' 13
19.24
12.11
14.03
12.63
16.56
14.27
13.60
14.11
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DSP Focus Fund(G)-Direct Plan
DSP Focus Fund(G)-Direct Plan
58.03
2,523
14.8
31 Dec' 12
29.25
16.67
15.86
13.37
16.95
13.82
12.83
13.66
Unlock
DSP Focus Fund-Reg(G)
DSP Focus Fund-Reg(G)
52.29
2,523
12.1
10 Jun' 10
29.25
16.67
15.86
13.37
15.89
13.75
12.23
12.00
Unlock
Axis Focused Fund-Reg(G)
Axis Focused Fund-Reg(G)
52.99
13,289
14.3
29 Jun' 12
22.4
5.17
11.89
13.36
15.34
13.70
13.94
13.97
Unlock
Bandhan Focused Equity Fund(G)-Direct Plan
Bandhan Focused Equity Fund(G)-Direct Plan
103.23
1,793
14.7
01 Jan' 13
38.87
18.54
18.31
14.65
16.11
13.22
12.71
13.12
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Motilal Oswal Focused Fund-Reg(G)
Motilal Oswal Focused Fund-Reg(G)
45.22
1,865
13.9
13 May' 13
19.24
12.11
14.03
12.63
15.08
12.82
12.16
12.67
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Bandhan Focused Equity Fund-Reg(G)
Bandhan Focused Equity Fund-Reg(G)
88.31
1,793
12.3
16 Mar' 06
38.87
18.54
18.31
14.65
14.50
11.91
10.54
10.23
Unlock
Mahindra Manulife Focused Fund(G)-Direct Plan
Mahindra Manulife Focused Fund(G)-Direct Plan
27.51
1,880
28
17 Nov' 20
34.22
21.18
N/A
N/A
28.13
26.26
N/A
N/A
Unlock
Mahindra Manulife Focused Fund-Reg(G)
Mahindra Manulife Focused Fund-Reg(G)
25.42
1,880
25.6
17 Nov' 20
34.22
21.18
N/A
N/A
25.70
23.84
N/A
N/A
Unlock
Invesco India Focused Fund(G)-Direct Plan
Invesco India Focused Fund(G)-Direct Plan
30.54
3,443
30.2
29 Sep' 20
53.09
21.06
N/A
N/A
29.61
23.51
N/A
N/A
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Tata Focused Equity Fund(G)-Direct Plan
Tata Focused Equity Fund(G)-Direct Plan
25.64
1,870
20.5
05 Dec' 19
29.3
17.37
N/A
N/A
28.94
22.44
20.48
N/A
Unlock
Invesco India Focused Fund-Reg(G)
Invesco India Focused Fund-Reg(G)
28.60
3,443
28.2
29 Sep' 20
53.09
21.06
N/A
N/A
27.64
21.62
N/A
N/A
Unlock
HSBC Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
27.25
1,774
25.5
22 Jul' 20
31.2
17.36
N/A
N/A
24.75
20.58
N/A
N/A
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Tata Focused Equity Fund-Reg(G)
Tata Focused Equity Fund-Reg(G)
23.53
1,870
18.5
05 Dec' 19
29.3
17.37
N/A
N/A
26.82
20.41
18.45
N/A
Unlock
Canara Rob Focused Equity Fund(G)-Direct Plan
Canara Rob Focused Equity Fund(G)-Direct Plan
20.44
2,554
22
17 May' 21
33.7
17.33
N/A
N/A
20.42
19.74
N/A
N/A
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HSBC Focused Fund-Reg(G)
HSBC Focused Fund-Reg(G)
25.57
1,774
23.7
22 Jul' 20
31.2
17.36
N/A
N/A
22.99
18.85
N/A
N/A
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Canara Rob Focused Equity Fund-Reg(G)
Canara Rob Focused Equity Fund-Reg(G)
19.30
2,554
20
17 May' 21
33.7
17.33
N/A
N/A
18.54
17.86
N/A
N/A
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UTI Focused Fund(G)-Direct Plan
UTI Focused Fund(G)-Direct Plan
15.92
2,683
15
25 Aug' 21
24.84
14.8
N/A
N/A
20.92
17.32
N/A
N/A
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UTI Focused Fund-Reg(G)
UTI Focused Fund-Reg(G)
15.11
2,683
13.2
25 Aug' 21
24.84
14.8
N/A
N/A
19.03
15.48
N/A
N/A
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Edelweiss Focused Fund-Reg(G)
Edelweiss Focused Fund-Reg(G)
16.36
917
22.9
01 Aug' 22
35.14
N/A
N/A
N/A
31.40
N/A
N/A
N/A
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Edelweiss Focused Fund(G)-Direct Plan
Edelweiss Focused Fund(G)-Direct Plan
17.03
917
24.9
01 Aug' 22
35.14
N/A
N/A
N/A
33.60
N/A
N/A
N/A
Unlock
ITI Focused Equity Fund-Reg(G)
ITI Focused Equity Fund-Reg(G)
14.70
509
29.1
19 Jun' 23
33.87
N/A
N/A
N/A
40.28
N/A
N/A
N/A
Unlock
ITI Focused Equity Fund(G)-Direct Plan
ITI Focused Equity Fund(G)-Direct Plan
15.13
509
31.6
19 Jun' 23
33.87
N/A
N/A
N/A
42.98
N/A
N/A
N/A
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Old Bridge Focused Equity Fund(G)-Direct Plan
Old Bridge Focused Equity Fund(G)-Direct Plan
11.84
1,016
20.4
24 Jan' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Unlock
Old Bridge Focused Equity Fund-Reg(G)
Old Bridge Focused Equity Fund-Reg(G)
11.72
1,016
19.1
24 Jan' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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*Based on the Fund's Ranking within its Category
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Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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