Focused funds, side by side
15 Focused funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Focused FundAxis Mutual Fund | +9.2% | +3.4% | 1.05% | -33.7% | ₹1,16,034 | ₹11,424 cr |
| Baroda BNP Paribas Focused FundBaroda BNP Paribas Mutual Fund | +7.7% | — | 1.21% | -22.5% | — | ₹532 cr |
| Canara Robeco Focused FundCanara Robeco Mutual Fund | +11.8% | +11.4% | 0.82% | -18.2% | ₹1,62,118 | ₹2,782 cr |
| DSP Focused FundDSP Mutual Fund | +12.3% | +10.1% | 1.11% | -39.3% | ₹1,53,792 | ₹2,671 cr |
| Edelweiss Focused FundEdelweiss Mutual Fund | +11.7% | — | 0.84% | -17.2% | — | ₹985 cr |
| Franklin India Focused Equity FundFranklin Templeton Mutual Fund | +6.7% | +8.8% | 1.17% | -37.7% | ₹1,45,501 | ₹10,642 cr |
| HDFC Focused FundHDFC Mutual Fund | +14.7% | +17.3% | 0.82% | -45.6% | ₹2,06,323 | ₹28,201 cr |
| HSBC Focused FundHSBC Mutual Fund | +14.2% | +12.0% | 1.08% | -21.2% | ₹1,66,320 | ₹1,797 cr |
| Invesco India Focused FundInvesco Mutual Fund | +20.2% | +14.8% | 0.70% | -22.0% | ₹1,86,113 | ₹6,325 cr |
| Kotak Focused FundKotak Mahindra Mutual Fund | +14.0% | +11.6% | 0.75% | -36.3% | ₹1,63,319 | ₹4,436 cr |
| Mirae Asset Focused FundMirae Asset Mutual Fund | +7.2% | +5.9% | 0.98% | -38.2% | ₹1,28,806 | ₹6,490 cr |
| Nippon India Focused FundNippon India Mutual Fund | +8.3% | +9.5% | 1.39% | -43.4% | ₹1,49,999 | ₹8,651 cr |
| SBI Focused FundSBI Mutual Fund | +15.3% | +11.1% | 0.83% | -32.7% | ₹1,60,352 | ₹51,248 cr |
| Sundaram Focused FundSundaram Mutual Fund | +9.7% | — | 1.34% | -20.1% | — | ₹1,048 cr |
| UTI Focused Fund (30 stocks)UTI Mutual Fund | +9.0% | +9.2% | 1.13% | -19.3% | ₹1,48,024 | ₹2,487 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.70% to 1.39%lowest to highest
Return a year over 5 years+3.4% to +17.3%lowest to highest
Worst fall from a peak-45.6% to -17.2%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.