Mutual fund analysis · Focused
Focused funds: every scheme, ranked by 3 years return
Focused · 28 schemes at Q2 FY27
Q2 FY27: the median Focused fund returned +10% over 3 years, annualized; 27 of 27 schemes gained. Best Invesco India Focused Fund +18%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 3 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | Invesco India Focused Fund | Invesco | +1% | +3% | +18% | +13% | |
| 2 | ITI Focused Fund | ITI | −3% | +5% | +15% | — | |
| 3 | ICICI Prudential Focused Fund | ICICI Prudential | −3% | −2% | +14% | +13% | |
| 4 | Bandhan Focused Fund | Bandhan | +1% | +3% | +14% | +11% | |
| 5 | Sbi Focused Fund | SBI | +1% | +10% | +14% | +10% | |
| 6 | Motilal Oswal Focused Fund | Motilal Oswal | +9% | +27% | +13% | +9% | |
| 7 | HDFC Focused Fund | HDFC | −3% | −3% | +13% | +16% | |
| 8 | HSBC Focused Fund | HSBC | +2% | +7% | +13% | +10% | |
| 9 | Kotak Focused Fund | Kotak Mahindra | −4% | +2% | +12% | +10% | |
| 10 | quant Focused Fund | quant | −1% | +7% | +11% | +11% | |
| 11 | DSP Focused Fund | DSP | −3% | −2% | +11% | +9% | |
| 12 | Aditya Birla Sun Life Focused Fund | Aditya Birla Sun Life | −2% | +1% | +11% | +9% | |
| 13 | Canara Robeco Focused Fund | Canara Robeco | −3% | −6% | +10% | +10% | |
| 14 | Mahindra Manulife Focused Fund | Mahindra Manulife | −6% | −4% | +10% | +11% | |
| 15 | Edelweiss Focused Fund | Edelweiss | −5% | −3% | +10% | — | |
| 16 | JM Focused Fund | JM Financial | −2% | −2% | +10% | +11% | |
| 17 | Union Focused Fund | Union | −2% | +5% | +9% | +8% | |
| 18 | 360 ONE Focused Fund | 360 ONE | −1% | +2% | +9% | +10% | |
| 19 | Sundaram Focused Fund Formerly Known as Principal Focused Multicap Fund | Sundaram | 0% | +2% | +9% | — | |
| 20 | LIC MF Focused Fund | LIC | 0% | +3% | +8% | — | |
| 21 | Axis Focused Fund | Axis | −1% | −2% | +8% | +2% | |
| 22 | UTI Focused Fund 30 stocks | UTI | −2% | −5% | +7% | +7% | |
| 23 | Nippon India Focused Fund | Nippon India | −5% | −2% | +7% | +9% | |
| 24 | Tata Focused Fund | Tata | −6% | −7% | +7% | +7% | |
| 25 | Mirae Asset Focused Fund | Mirae Asset | +2% | −4% | +6% | +5% | |
| 26 | Franklin India Focused Equity Fund | Franklin Templeton | −6% | −12% | +5% | +8% | |
| 27 | BARODA BNP PARIBAS Focused Fund | Baroda BNP Paribas | −4% | −5% | +5% | — | |
| 28 | Old Bridge Focused Fundsince Jan 2024 | Old Bridge | +1% | +15% | — | — |