Top Performed Focused Fund in 10 Years

The table below shows a list of Top Performed Focused Funds in 10 Years based on AUM, NAV & Minimum SIP.

What Is a Focused Fund?

A focused fund is a type of mutual fund that concentrates its investments in a limited number of stocks, usually around 20-30. This focused approach enables fund managers to invest heavily in their highest-conviction ideas, which can potentially lead to higher returns. However, this concentration also increases risk, as poor performance of a few stocks can significantly impact the fund’s overall performance. Focused funds are suitable for investors with a higher risk tolerance seeking the potential for substantial gains.

Best Top Performed Focused Fund in 10 Years

The table below shows the Best Top Performed Focused Fund in 10 Years based on the lowest to highest expense ratio.

List Of Top Performed Focused Funds in 10 Years

The table below shows a List Of Top Performed Focused Funds in 10 Years based on the Highest 3Y CAGR.

Top Performed Focused Fund in 10 Years

The table below shows the Top Performed Focused Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Who Should Invest In Top Performed Focused Fund in 10 Years?

Investors with a higher risk tolerance and a long-term investment horizon should consider top-performing focused funds over the past decade. These investors should be comfortable with the potential volatility and have confidence in the fund manager’s ability to select high-conviction stocks that can yield significant returns. Diversification within other parts of their portfolio can help mitigate the risks.

How To Invest In Top Performed Focused Fund in 10 Years?

To invest in a top-performing focused fund over the past decade, research and compare funds based on performance and fees. Consult a financial advisor to ensure it fits your goals and risk tolerance. Open an account with a brokerage or mutual fund company, purchase shares of the chosen fund, and regularly monitor its performance for necessary adjustments.

Performance Metrics Of Best Performed Focused Fund in 10 Years?

Performance metrics of the best-performing focused funds over 10 years emphasize concentrated portfolios, strong returns, and strategic stock selection. These funds excel by investing in a limited number of high-conviction stocks.

1. Concentrated Portfolio: Focused funds invest in a limited number of high-quality stocks, leading to potential higher returns by concentrating on the best-performing assets.

2. High-Conviction Investments: The fund’s performance reflects strong returns due to strategic investments in high-conviction stocks, capitalizing on the best opportunities within the market.

3. Expert Stock Selection: Skilled fund managers select stocks with strong growth potential, leading to robust performance over the decade, often outperforming broader market indices.

4. Risk-Return Balance: Despite the concentrated approach, focused funds balance risk effectively, ensuring that the concentrated portfolio does not compromise overall fund stability.

Benefits Of Investing In Top Performed Focused Fund in 10 Years?

The main benefit of investing in a top-performing focused fund over the past decade is the potential for high returns due to concentrated investments in select, high-conviction stocks managed by experienced professionals.

1. High Returns: Concentrated investments in top-performing stocks can lead to substantial gains, outperforming broader market indices.

2. Expert Management: Skilled fund managers select high-potential stocks, leveraging their expertise to achieve superior performance.

3. Focused Strategy: A limited number of stocks allows for thorough research and strategic investment, maximizing growth opportunities.

4. Potential for Outperformance: Focused funds often outperform diversified funds by capitalizing on specific market trends and opportunities.

Challenges Of Investing In The Best Performed Focused Fund in 10 Years?

The main challenge of investing in a top-performing focused fund over the past decade is the higher risk due to limited diversification, making the fund more susceptible to significant losses if a few stocks underperform.

1. Higher Volatility: Concentrated investments can lead to greater price swings, increasing the potential for significant losses during market downturns.

2. Stock-Specific Risk: The performance of a few stocks heavily influences the fund, making it vulnerable if those stocks perform poorly.

3. Manager Dependency: The fund’s success heavily relies on the manager’s skill, and any change in management can impact performance.

4. Market Sensitivity: Focused funds may react more sharply to market changes, increasing the risk of short-term volatility affecting returns.

Introduction to Top Performed Focused Fund in 10 Years

SBI Focused Equity Fund

SBI Focused Equity Fund Direct Plan-Growth is a Focused mutual fund scheme from SBI Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

SBI Focused Equity Fund as a Focused fund, manages assets valued at ₹35,016 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 20.26%. This fund has an exit load of 1% and an expense ratio of 0.73%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  93.92%, Debt – 0.57%, and Other – 5.51%.

HDFC Focused 30 Fund

HDFC Focused 30 Fund Direct Plan-Growth is a Focused mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

HDFC Focused 30 Fund Direct Plan-Growth as a Focused fund, manages assets valued at ₹13,136.59 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.31%. This fund has an exit load of 1% and an expense ratio of 0.49%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  87.17%, Debt – 0.38%, and Other – 12.45%.

Franklin India Focused Equity Fund

Franklin India Focused Equity Fund Direct-Growth is a Focused mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Franklin India Focused Equity Fund Direct-Growth as a Focused fund, manages assets valued at ₹12,198.10 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.29%. This fund has an exit load of 1% and an expense ratio of 0.96%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  96.85%, Debt – 0.2%, and Other – 2.95%.

ICICI Pru Focused Equity Fund

ICICI Prudential Focused Equity Fund Direct-Growth is a Focused mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

ICICI Prudential Focused Equity Fund Direct-Growth as a Focused fund, manages assets valued at ₹9,112.61 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.24%. This fund has an exit load of 1% and an expense ratio of 0.57%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.04%, Debt – 0.49%, and Other – 1.47%.

Nippon India Focused Equity Fund

Nippon India Focused Equity Fund Direct-Growth is a Focused mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Nippon India Focused Equity Fund Direct-Growth as a Focused fund, manages assets valued at ₹8,585.01 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 23.29%. This fund has an exit load of 1% and an expense ratio of 1.16%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  95.62%, and Other – 4.38%.

Aditya Birla SL Focused Fund

Aditya Birla Sun Life Focused Fund Direct-Growth is a Focused mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Aditya Birla Sun Life Focused Fund Direct-Growth as a Focused fund, manages assets valued at ₹7,640.57 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 20.56%. This fund has an exit load of 1% and an expense ratio of 0.86%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.69%, and Other – 2.31%.

Motilal Oswal Focused Fund

Motilal Oswal Focused Fund Direct-Growth is a Focused mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 11 years and 3 months, having been launched on 22/04/2013. 

Motilal Oswal Focused Fund Direct-Growth as an Focused fund, manages assets valued at ₹1,969.66 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.7%. This fund has an exit load of 1% and an expense ratio of 0.92%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.03%, and Other – 2.97%.

Quant Focused Fund

Quant Focused Fund Direct-Growth is a Focused mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Quant Focused Fund Direct-Growth as an Focused fund, manages assets valued at ₹1,059.04 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.16%. This fund has an exit load of 1% and an expense ratio of 0.7%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.12%, Debt – 3.75%, and Other – (-0.86)%.

Best Top Performed Focused Fund in 10 Years – FAQs  

Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.