Focused Funds
28 funds in this category
“Manager-dependent, stick to Score >7 only”
Focused funds hold 25-30 stocks maximum. Returns are highly concentrated and manager-dependent. Only invest in funds with proven track records.
Cycle
Consolidation
Valuation
Fair
Momentum
Moderate
FII Flow
Neutral
Opportunity: High-conviction portfolios can outperform significantly in recovery
Risk: Concentrated bets — wrong calls amplified
Last updated: 16 Apr 2026
Category Averages
Avg Rating
LoginAvg 1Y
-0.5%
Avg 3Y
12.7%
Avg 5Y
11.7%
Avg Sharpe
-0.43
Avg Std Dev
14.4%
Top 5 by 3Y Return
Invesco India Focused Fund - Regular Plan - Growth
ICICI Prudential Focused Equity Fund - Growth
Mahindra Manulife Focused Fund - Regular Plan - Growth
HDFC Focused Fund - GROWTH PLAN
SBI FOCUSED FUND - REGULAR PLAN -GROWTH
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| -1.1 | -6.9 | 43.2 | 34.3 | -8.6 | 40.6 | — | — | — | |
| -7.8 | 15.4 | 26.5 | 28.3 | 6.0 | 36.1 | 24.6 | 0.4 | -2.7 | |
| -2.8 | 7.2 | 20.7 | 29.9 | 8.4 | 39.2 | — | — | — | |
| -6.4 | 10.9 | 24.0 | 29.6 | 18.3 | 40.1 | 4.2 | 3.8 | -14.6 | |
| -0.5 | 15.7 | 17.2 | 22.2 | -8.5 | 43.0 | 14.5 | 16.1 | -3.8 | |
| -3.1 | 13.1 | 16.4 | 22.7 | 1.6 | 34.2 | 12.8 | — | — | |
| 3.7 | 1.9 | 11.6 | 28.2 | 9.7 | 35.6 | 23.5 | 3.0 | -7.7 | |
| -5.9 | 7.3 | 18.5 | 34.2 | -4.5 | 22.3 | 9.0 | 18.0 | -5.6 | |
| -2.1 | -1.6 | 30.3 | 31.3 | -5.0 | 24.6 | 14.9 | 8.9 | -12.7 | |
| -2.2 | 1.8 | 22.8 | 29.3 | -2.0 | 29.8 | — | — | — | |
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Showing top 15 of 28 funds
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| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| Lock | -5.5% | -0.70 | |
| Lock | -0.4% | -0.41 | |
| Lock | 0.4% | -0.43 | |
| Lock | -1.1% | -0.54 | |
| Lock | 9.0% | 0.28 | |
| Lock | 6.1% | 0.06 | |
| Lock | 3.4% | -0.08 | |
| Lock | -2.9% | -0.61 | |
| Lock | -0.5% | -0.38 | |
| Lock | 3.2% | -0.13 | |
| Lock | -0.9% | -0.48 | |
| Lock | -2.2% | -0.45 | |
| Lock | -1.5% | -0.48 | |
| Lock | -4.2% | -0.74 | |
| Lock | -1.3% | -0.48 | |
| Lock | -0.7% | -0.41 | |
| Lock | 5.7% | 0.04 | |
| Lock | -1.6% | -0.53 | |
| Lock | -1.3% | -0.55 | |
| Lock | -7.1% | -1.01 | |
| Lock | -4.7% | -0.73 | |
| Lock | 8.5% | 0.23 | |
| Lock | -6.0% | -0.86 | |
| Lock | -5.6% | -0.84 | |
| Lock | -8.9% | -1.08 | |
| Lock | 6.1% | 0.07 | |
| Lock | -6.2% | -0.77 | |
| Lock | 5.5% | 0.03 |