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Focused Mutual Funds

Focused funds typically focus on very few sectors of the global equity market. There are many different ways to categorize the strategies of Focused funds. First, the investor needs to understand what the fund manager is trying to accomplish with their investments. View More

Some investors might want to consider investing in a focused fund because of the situation or style of the companies chosen. For example, one might invest in a fund that invests in pharmaceutical companies developing new drugs to help people with cancer. Or one may invest in a fund that invests in basic materials and industrial industries of Europe.

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Focused Mutual Funds List

Filters
logo HDFC Focused 30 Fund - Direct Growth

38.11%

Fund Size - 14,969

Invest
logo Mahindra Manulife Focused Fund - Direct Growth

36.54%

Fund Size - 1,791

Invest
logo Invesco India Focused Fund - Dir Growth

52.18%

Fund Size - 3,293

Invest
logo ICICI Pru Focused Equity Fund - Direct Growth

40.08%

Fund Size - 9,867

Invest
logo JM Focused Fund - Direct Growth

32.60%

Fund Size - 196

Invest
logo Quant Focused Fund - Direct Growth

30.30%

Fund Size - 1,121

Invest
logo Canara Robeco Focused Equity Fund - Direct Growth

34.51%

Fund Size - 2,514

Invest
logo Tata Focused Equity Fund - Direct Growth

31.18%

Fund Size - 1,848

Invest
logo Bandhan Focused Equity Fund - Direct Growth

38.18%

Fund Size - 1,746

Invest
logo Franklin India Focused Equity Fund - Direct Growth

29.33%

Fund Size - 12,068

Invest
View More

Introduction

Features of Focused funds:

Factors to consider while investing in Focused Funds

Taxability of Focused funds

Risks Involved with Focused funds

Advantages of Focused funds

Popular Focused Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 14,969
  • 3Y Return
  • 23.48%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 1,791
  • 3Y Return
  • 19.30%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 3,293
  • 3Y Return
  • 19.01%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 9,867
  • 3Y Return
  • 18.98%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 196
  • 3Y Return
  • 17.64%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 1,121
  • 3Y Return
  • 17.21%

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 2,514
  • 3Y Return
  • 15.98%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 1,848
  • 3Y Return
  • 15.67%

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 1,746
  • 3Y Return
  • 15.56%

  • Min SIP Investment Amt
  • ₹ ₹ 500
  • AUM (Cr.)
  • ₹ 12,068
  • 3Y Return
  • 15.18%

FAQs

Your choice of mutual fund should depend on your investment goals and risk tolerance. A diversified equity fund invests in several stocks spread across multiple sectors. It is a strategy that can reduce your risks.

However, it increases your equity exposure which can reduce your profits. On the other hand, a focused fund is hazardous as the exposure to multiple equities is limited. However, they also give the highest returns.

A focused mutual fund invests in a maximum of 30 stocks. It allows fund managers to handpick stocks after thorough research. A detailed and in-depth analysis is done before they make the portfolio. It enables you to make higher profits. Moreover, they keep reviewing the portfolio to make changes when required to get you the best returns.

Focused funds are not for the average investors looking for an investment instrument to park their funds and earn returns. As these funds focus on a handful of stocks, they carry more risk.

These funds are suitable for individuals comfortable taking such a high degree of risk. The fund can either go uphill or downhill. The individual’s finances and personal outlook should not take a hit when the latter happens.

Investors who want to build a satellite fund in their portfolio can also consider focused funds. Including these funds can help optimise returns and average out the risk. However, investors should have a longer time horizon with at least five years to park their money.

 

You can invest in your selected focused mutual fund through a SIP. You can log in to your Upstox account for more details.

There is no lock-in period for focused funds. However, the horizon period for these equity funds is usually at least 5-7 years. It is advisable to consider this before investing in these funds.

As focused mutual funds are equity funds, the gains are taxed at standard rates for long-term and short-term capital gains. You must pay short-term capital gains if you exit your mutual fund before 12 months. The gains are taxed at a rate of 15% in this case.

On the other hand, you have to pay long-term capital gains if the holding period of the focused mutual fund is more than a year. In this case, you will have to pay a long-term capital gain tax of 10%.

A focused mutual fund invests in a maximum of 30 stocks. It allows fund managers to handpick stocks after thorough research. A detailed and in-depth analysis is done before they make the portfolio. It enables you to make higher profits. Moreover, they keep reviewing the portfolio to make changes when required to get you the best returns.

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