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Best Focused Funds
Funds investing in a concentrated portfolio of maximum 30 stocks with minimum 65% equity. Across 22 analyzed schemes, the top-ranked fund is Invesco India Focused Fund (3Y CAGR +21.01%). The category median 3-year CAGR stands at +12.71%, median expense ratio is 2.24%, and median MFIQ score is 4.7/10.
Click any column header to sort • Showing 22 funds
| Rank | Scheme | Score | 1Y Return | 3Y CAGR | 5Y CAGR | Alpha | Beta | Expense | Upside | Downside | Fund Size |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 |
IN
3Y: +21.01%
•
5Y: +13.75%
•
AUM: Rs 7,095 cr
|
7.7 | +13.13% | +21.01% | +13.75% | +7.79% | 1.03 | 1.91% | 126.0% | 93.6% | Rs 7,095 cr |
| #2 |
SB
3Y: +15.93%
•
5Y: +9.91%
•
AUM: Rs 54,264 cr
|
6.1 | +11.34% | +15.93% | +9.91% | +4.83% | 0.76 | 1.55% | 94.0% | 65.2% | Rs 54,264 cr |
| #3 |
KM
3Y: +15.20%
•
5Y: +10.69%
•
AUM: Rs 4,625 cr
|
6.7 | +6.01% | +15.20% | +10.69% | +3.08% | 0.97 | 2.02% | 104.8% | 91.4% | Rs 4,625 cr |
| #4 |
BA
3Y: +15.68%
•
5Y: +10.91%
•
AUM: Rs 2,191 cr
|
5.2 | +3.94% | +15.68% | +10.91% | +3.27% | 0.98 | 2.29% | 108.2% | 94.2% | Rs 2,191 cr |
| #5 |
CR
3Y: +13.36%
•
5Y: +10.59%
•
AUM: Rs 2,989 cr
|
6.0 | +0.39% | +13.36% | +10.59% | +1.71% | 0.92 | 2.15% | 103.9% | 97.1% | Rs 2,989 cr |
| #6 |
IT
3Y: +14.34%
•
5Y: -
•
AUM: Rs 626 cr
|
6.2 | +3.35% | +14.34% | - | +2.02% | 1.05 | 2.61% | 106.8% | 97.9% | Rs 626 cr |
| #7 |
HS
3Y: +14.10%
•
5Y: +10.70%
•
AUM: Rs 1,832 cr
|
5.5 | +8.58% | +14.10% | +10.70% | +1.91% | 1.03 | 2.24% | 107.4% | 102.5% | Rs 1,832 cr |
| #8 |
DS
3Y: +13.36%
•
5Y: +10.23%
•
AUM: Rs 2,695 cr
|
4.7 | +4.14% | +13.36% | +10.23% | +1.54% | 0.96 | 2.10% | 100.4% | 96.2% | Rs 2,695 cr |
| #9 |
MO
3Y: +14.21%
•
5Y: +9.95%
•
AUM: Rs 1,962 cr
|
3.9 | +24.33% | +14.21% | +9.95% | +2.06% | 1.01 | - | 115.1% | 111.2% | Rs 1,962 cr |
| #10 |
MM
3Y: +12.91%
•
5Y: +11.50%
•
AUM: Rs 2,043 cr
|
6.6 | -0.39% | +12.91% | +11.50% | +1.00% | 0.93 | 2.31% | 96.9% | 91.2% | Rs 2,043 cr |
| #11 |
ED
3Y: +12.71%
•
5Y: -
•
AUM: Rs 1,030 cr
|
5.3 | +1.01% | +12.71% | - | +0.70% | 1.01 | 2.31% | 106.3% | 105.0% | Rs 1,030 cr |
| #12 |
3O
3Y: +12.28%
•
5Y: +10.16%
•
AUM: Rs 6,943 cr
|
4.6 | +6.23% | +12.28% | +10.16% | +0.27% | 1.01 | 2.12% | 92.9% | 87.8% | Rs 6,943 cr |
| #13 |
UN
3Y: +12.18%
•
5Y: +8.75%
•
AUM: Rs 464 cr
|
3.9 | +9.01% | +12.18% | +8.75% | +0.38% | 0.98 | 2.55% | 89.9% | 82.1% | Rs 464 cr |
| #14 |
QU
3Y: +12.46%
•
5Y: +11.33%
•
AUM: Rs 864 cr
|
3.3 | +9.14% | +12.46% | +11.33% | +0.52% | 1.05 | 3.14% | 101.8% | 97.6% | Rs 864 cr |
| #15 |
UT
3Y: +10.80%
•
5Y: +8.77%
•
AUM: Rs 2,525 cr
|
4.1 | +1.75% | +10.80% | +8.77% | -0.57% | 0.90 | 2.22% | 95.2% | 99.0% | Rs 2,525 cr |
| #16 |
AX
3Y: +10.60%
•
5Y: +3.52%
•
AUM: Rs 11,120 cr
|
3.8 | +2.26% | +10.60% | +3.52% | -0.60% | 0.89 | 1.89% | 99.0% | 105.5% | Rs 11,120 cr |
| #17 |
JF
3Y: +11.02%
•
5Y: +10.69%
•
AUM: Rs 285 cr
|
2.2 | +0.44% | +11.02% | +10.69% | -1.17% | 1.08 | 2.85% | 105.3% | 114.6% | Rs 285 cr |
| #18 |
MA
3Y: +9.44%
•
5Y: +5.09%
•
AUM: Rs 6,780 cr
|
3.3 | +0.89% | +9.44% | +5.09% | -1.59% | 0.88 | 2.14% | 88.8% | 94.9% | Rs 6,780 cr |
| #19 |
LI
3Y: +9.33%
•
5Y: -
•
AUM: Rs 175 cr
|
2.2 | +2.49% | +9.33% | - | -2.04% | 0.96 | 3.38% | 92.7% | 100.5% | Rs 175 cr |
| #20 |
TA
3Y: +8.74%
•
5Y: +8.23%
•
AUM: Rs 1,733 cr
|
2.9 | -2.71% | +8.74% | +8.23% | -2.77% | 0.98 | 2.27% | 85.5% | 94.5% | Rs 1,733 cr |
| #21 |
BB
3Y: +8.49%
•
5Y: -
•
AUM: Rs 561 cr
|
1.6 | -3.78% | +8.49% | - | -3.31% | 1.05 | 2.96% | 105.4% | 128.3% | Rs 561 cr |
| #22 |
OB
3Y: -
•
5Y: -
•
AUM: Rs 4,910 cr
|
7.9 | +12.13% | - | - | +10.77% | 1.01 | 2.09% | 119.9% | 70.9% | Rs 4,910 cr |
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Frequently Asked Questions about Focused Funds
What investment mandate defines Focused funds?
Funds investing in a concentrated portfolio of maximum 30 stocks with minimum 65% equity.
Which is the highest-ranked Focused fund?
The top fund in this category is Invesco India Focused Fund with a 3Y CAGR of +21.01% and an MFIQ Score of 7.7/10.
What is the median expense ratio for Focused funds?
Across regular growth options in this category, the median total expense ratio (TER) is 2.24%.