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Mutual fund analysis · Focused

Focused funds: every scheme, ranked by 5 years return

Focused · 28 schemes at Q2 FY27

Q2 FY27: the median Focused fund returned +10% over 5 years, annualized; 22 of 22 schemes gained. Best HDFC Focused Fund +16%.

Rank by
Quarter1 year3 years5 years

An underlined fund opens its page — holdings, what moved it, and how it behaves. Pages exist for the fund houses whose filings we ingest (SBI, HDFC, Nippon India).

#SchemeFund houseQuarter1 year3 years5 years5 years return, each quarter since Q3 FY24
1HDFC Focused Fund HDFC−3%−3%+13%+16%
2Invesco India Focused FundInvesco+1%+3%+18%+13%
3ICICI Prudential Focused FundICICI Prudential−3%−2%+14%+13%
4quant Focused Fundquant−1%+7%+11%+11%
5Bandhan Focused FundBandhan+1%+3%+14%+11%
6JM Focused FundJM Financial−2%−2%+10%+11%
7Mahindra Manulife Focused FundMahindra Manulife−6%−4%+10%+11%
8HSBC Focused FundHSBC+2%+7%+13%+10%
9Sbi Focused Fund SBI+1%+10%+14%+10%
10Kotak Focused FundKotak Mahindra−4%+2%+12%+10%
11360 ONE Focused Fund360 ONE−1%+2%+9%+10%
12Canara Robeco Focused FundCanara Robeco−3%−6%+10%+10%
13Motilal Oswal Focused FundMotilal Oswal+9%+27%+13%+9%
14DSP Focused FundDSP−3%−2%+11%+9%
15Aditya Birla Sun Life Focused FundAditya Birla Sun Life−2%+1%+11%+9%
16Nippon India Focused Fund Nippon India−5%−2%+7%+9%
17Union Focused FundUnion−2%+5%+9%+8%
18Franklin India Focused Equity FundFranklin Templeton−6%−12%+5%+8%
19UTI Focused Fund 30 stocksUTI−2%−5%+7%+7%
20Tata Focused FundTata−6%−7%+7%+7%
21Mirae Asset Focused FundMirae Asset+2%−4%+6%+5%
22Axis Focused FundAxis−1%−2%+8%+2%
23BARODA BNP PARIBAS Focused Fundsince Mar 2022Baroda BNP Paribas−4%−5%+5%—
24Edelweiss Focused Fundsince Aug 2022Edelweiss−5%−3%+10%—
25ITI Focused Fundsince Jun 2023ITI−3%+5%+15%—
26LIC MF Focused Fundsince Jul 2023LIC0%+3%+8%—
27Old Bridge Focused Fundsince Jan 2024Old Bridge+1%+15%——
28Sundaram Focused Fund Formerly Known as Principal Focused Multicap Fundsince Jan 2022Sundaram0%+2%+9%—