Best Focused Funds
High-conviction portfolios capped at ~30 stocks. Concentrated bets.
Data updated · 28 direct-growth funds ranked by a transparent 0–100 Smart Score
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Focused Invesco | 84 | Strong Buy | 7.8% | 22.8% | 16.3% | 0.92 | 1.44 | 17.6 | 6.8 | 1.01 | 5★ | 36.1 | 0.73% | ₹6.1k Cr | 5.9y | |
| SBI Focused SBI | 82 | Strong Buy | 15.9% | 16.6% | 12.6% | 0.87 | 1.16 | 14.1 | 4.7 | 0.82 | 5★ | 22.8 | 0.84% | ₹50.0k Cr | 13.7y | |
| HDFC Focused HDFC | 82 | Strong Buy | 2.5% | 16.4% | 18.9% | 0.92 | 0.31 | 12.9 | 4.7 | 0.78 | 5★ | 23.7 | 0.76% | ₹27.9k Cr | 13.7y | |
| ICICI Pru Focused ICICI Pru | 79 | Strong Buy | 4.2% | 17.7% | 16.0% | 0.89 | 1.17 | 15.3 | 5.0 | 0.94 | — | — | 1.22% | ₹17.8k Cr | 13.7y | |
| Kotak Focused Kotak | 76 | Buy | 9.3% | 15.6% | 12.8% | 0.76 | 0.87 | 14.6 | 2.7 | 0.91 | 4★ | 30.2 | 0.72% | ₹4.4k Cr | 7.1y | |
| MahIndra Manulife Focused Mahindra Manulife | 72 | Buy | 3.7% | 14.9% | 14.4% | 0.87 | 0.81 | 14.7 | 4.6 | 0.89 | 5★ | 18.7 | 0.78% | ₹2.2k Cr | 5.8y | |
| ITI Focused ITI | 69 | Buy | 13.1% | 19.3% | — | 0.83 | 1.08 | 16.4 | 4.5 | 0.99 | 5★ | 31.4 | 0.91% | ₹612 Cr | 3.2y | |
| HSBC Focused HSBC | 60 | Hold | 11.1% | 15.6% | 12.9% | 0.65 | 0.79 | 16.9 | 1.6 | 1.02 | 4★ | 29.6 | 1.04% | ₹1.8k Cr | 6.1y | |
| Bandhan Focused Bandhan | 58 | Hold | 4.3% | 15.2% | 12.3% | 0.69 | 0.81 | 16.7 | 2.6 | 0.97 | 3★ | 17.7 | 1.02% | ₹2.1k Cr | 13.7y | |
| Canara Robeco Focused Canara Robeco | 58 | Hold | 1.3% | 14.1% | 12.5% | 0.63 | 0.77 | 14.6 | 0.9 | 0.90 | 4★ | 31.8 | 0.75% | ₹2.9k Cr | 5.3y | |
| ABSL Focused Gr Dir Aditya Birla Sun Life | 57 | Hold | 6.4% | 13.8% | 11.1% | 0.72 | 1.01 | 16.0 | — | — | — | — | 1.02% | ₹8.0k Cr | 13.7y | |
| Edelweiss Focused Edelweiss | 54 | Hold | 5.0% | 14.2% | — | 0.65 | 0.71 | 15.6 | 1.1 | 0.97 | 4★ | 26.9 | 0.85% | ₹1.0k Cr | 4.1y | |
| Quant Focused Gr Quant | 52 | Hold | 12.4% | 14.3% | 13.7% | 0.68 | 0.63 | 19.8 | 2.6 | 1.18 | 4★ | 34.4 | 1.84% | ₹840 Cr | 13.7y | |
| Old Bridge Focused Old Bridge | 52 | Hold | 19.4% | — | — | 0.44 | 0.62 | 16.2 | 4.6 | 0.98 | — | 13.0 | 1.14% | ₹4.0k Cr | 2.6y | |
| DSP Focused DSP | 49 | Hold | 5.0% | 13.8% | 10.6% | 0.50 | 0.69 | 14.5 | 1.2 | 0.96 | 3★ | 21.9 | 1.08% | ₹2.6k Cr | 13.7y | |
| 360 One Focused 360 ONE | 44 | Avoid | 7.6% | 12.1% | 11.7% | 0.37 | 0.50 | 15.1 | -0.8 | 1.01 | 4★ | 26.9 | 1.18% | ₹6.7k Cr | 11.8y | |
| JM Focused JM | 43 | Avoid | 5.6% | 13.3% | 13.5% | 0.40 | 0.54 | 16.5 | -0.2 | 1.08 | 3★ | 22.4 | 1.25% | ₹287 Cr | 13.7y | |
| Motilal Oswal Focused Motilal Oswal | 38 | Avoid | 27.5% | 14.6% | 10.5% | 0.39 | 0.64 | 19.2 | -2.2 | 1.05 | 3★ | 49.9 | 1.79% | ₹1.7k Cr | 13.3y | |
| Nippon India Focused Nippon India | 37 | Avoid | 3.5% | 10.5% | 11.3% | 0.28 | 0.39 | 13.5 | -1.8 | 0.89 | 3★ | 23.8 | 1.37% | ₹8.5k Cr | 13.7y | |
| UTI Focused UTI | 36 | Avoid | 2.4% | 11.2% | 10.4% | 0.35 | 0.48 | 13.4 | -1.0 | 0.89 | 3★ | 27.6 | 0.87% | ₹2.5k Cr | 5.0y | |
| Union Focused Union | 35 | Avoid | 9.2% | 12.5% | 10.4% | 0.40 | 0.54 | 14.9 | -0.3 | 0.98 | 3★ | 33.2 | 1.61% | ₹448 Cr | 7.1y | |
| Axis Focused Axis | 35 | Avoid | 4.5% | 11.6% | 5.0% | 0.37 | 0.51 | 13.6 | -1.3 | 0.88 | 2★ | 31.3 | 1.11% | ₹11.2k Cr | 13.7y | |
| FranklIn India Focused Equity Franklin | 32 | Avoid | -4.9% | 9.2% | 10.7% | 0.20 | 0.27 | 13.1 | -3.0 | 0.88 | 3★ | 26.7 | 1.13% | ₹11.5k Cr | 13.7y | |
| Tata Focused Tata | 30 | Avoid | -0.5% | 10.8% | 10.4% | 0.27 | 0.37 | 14.6 | -2.2 | 0.98 | — | — | 0.87% | ₹1.8k Cr | 6.7y | |
| Sundaram Focused Sundaram | 27 | Avoid | 6.3% | 11.7% | 10.3% | 0.57 | 0.76 | 20.3 | -9.5 | 0.98 | 4★ | 29.1 | 1.32% | ₹1.1k Cr | 13.7y | |
| Mirae Asset Focused Mirae Asset | 22 | Avoid | -0.4% | 8.3% | 7.0% | 0.13 | 0.18 | 13.5 | -3.8 | 0.88 | 1★ | 28.6 | 0.98% | ₹6.6k Cr | 7.3y | |
| Baroda BNP Paribas Focused Baroda BNP Paribas | 15 | Avoid | 2.7% | 10.0% | — | 0.20 | 0.26 | 16.0 | -3.5 | 1.05 | 2★ | 24.9 | 1.29% | ₹650 Cr | 8.9y | |
| LIC MF Focused LIC | 15 | Avoid | 3.5% | 9.8% | 9.2% | 0.21 | 0.29 | 15.4 | -2.9 | 0.97 | 2★ | — | — | ₹173 Cr | 8.8y |
Focused funds — quick answers
›Which is the best Focused mutual fund right now?
Invesco India Focused currently ranks #1 of 28 Focused funds with a FundLens Smart Score of 84/100 (Strong Buy). It returned 22.8% over 3 years and 16.3% over 5 years at a 0.73% expense ratio (direct plan). Rankings are recomputed from data updated 03 Sept 2026.
›Which Focused fund has the best risk-adjusted returns?
Invesco India Focused leads the category on the Sortino ratio at 1.44 (Sharpe 0.92) — meaning it has delivered the most return per unit of downside risk among Focused funds.
›Which Focused fund has the lowest expense ratio?
Kotak Focused charges 0.72% a year (direct plan) — the lowest in the category. Lower fees compound in your favour over long holding periods.
›Which is the smallest Focused fund by AUM?
LIC MF Focused manages ₹173 Cr, the smallest in the category. Smaller funds can be nimbler, but check track record and costs before treating size alone as an edge.
›How long should I stay invested in a Focused fund?
Focused funds carry very high risk, so a horizon of 7+ years is generally sensible. High-conviction portfolios capped at ~30 stocks. Concentrated bets. This is research, not investment advice.
Want these answers conversationally? Ask FundLens · New to the ratios? Sharpe vs Sortino, explained